HH Is It Time To Get Back In Oil Stocks?
Nov 18, 2017Jeremy Parkinson0
Energy stocks have turned around lately, but they have been big-time laggards this year. The sector’s travails didn’t start this year; it has been struggling since about mid-2014 when oil prices turned south and didn’t settle down till early 2016. The single most important variable driving energy company stocks is the price of oil. You […]
What Happens When Quantum Computing And AI Merge?
Nov 18, 2017Jeremy Parkinson0
There’s a global arms race among companies and nations to achieve supremacy in both quantum computing and AI, Woody Preucil at 13D Research recently explained to Financial Sense Newshour listeners. Though many are still unaware of the events taking place—with significant breakthroughs just in the last couple of years—these two technologies are accelerating quite rapidly […]
Perspective On The Gold / Oil Ratio, Macro Fundamentals And A Gold Sector Bottom
Nov 17, 2017Jeremy Parkinson0
With all due caveats about the non-stellar gold CoT data, I wanted to note a constructive situation in gold vs. oil, which is a key sector fundamental consideration. Now, there is still a constructive situation in play for nominal crude oil, so take this post for perspective more than anything. Au/WTI bottomed in December of […]
Some Strange Trends Among 2017 Hedge Fund Returns
Nov 17, 2017Jeremy Parkinson0
From one perspective, there is an odd disparity in the force. Hedge fund returns in certain categories are experiencing fat tail correlation and return extremes when compared to players inside a particular category as well as compared to the category average itself. No better can this be seen than in the most formulaic of all hedge fund strategies, […]
Financial Times: Sell Bitcoin Because The Market Is About To Become “Civilized”
Nov 17, 2017Jeremy Parkinson0
On 31 October 2017, we discussed the announcement that the CME Group was responding to client interest and launching a Bitcoin Futures contract before the end of this year. CME stated that the contract would be cash settled based on the CME CF Bitcoin Reference rate, a once-a-day reference rate of the US dollar Bitcoin price at […]
Time To Take A Gamble On These 5 Gaming Stocks
Nov 17, 2017Jeremy Parkinson0
The casino gaming market has seen steady growth since the June 2016 quarter and there’s nothing to suggest that there will be a reversal in this growth trend. On the other hand, there are good reasons why growth should continue over the next few years. A Little Government Support The most important if unlikely of […]
D R Horton – Chart Of The Day
Nov 17, 2017Jeremy Parkinson0
The Chart of the Day belongs to D R Horton (DHI). I found the home builder stock by using Barchart to sort today’s 52 Week High list first by the most frequent number of new highs in the last month, then used the Flipchart feature to review the charts for consistent price appreciation.Since the Trend Spotter signaled a buy on 9/12 […]
Chart Of The Week; Deconstructing And Applying BRL
Nov 17, 2017Jeremy Parkinson0
Last week’s Chart of the Week kicks off this week’s, though it will have to wait for a series of explanations to get us from that one to this. A week ago, we noted the growing divergence between leveraged loan prices and WTI, two risk indicators that used to be pretty well correlated for obvious reasons. The […]
Standby For The Coming Golden Age Of Investment
Nov 17, 2017Jeremy Parkinson0
I believe that the global economy is setting up for a new Golden Age reminiscent of the one the United States enjoyed during the 1950’s, and which I still remember fondly. This is not some pie in the sky prediction. It simply assumes a continuation of existing trends in demographics, technology, politics, and economics. The implications […]