“Major Challenges For Global Macroeconomic Stability: The Role Of The G7”
That was the title of a conference organized by Istituto Affari Internazionale (with the support of the Italian Ministry of Foreign Affairs and International Cooperation and Banca d’Italia) that I attended a couple of weeks ago in Rome. The conference brought together scholars from seven think tanks from the G7 countries (CEPII/France, Chatham House/UK, CIGI/Canada, IAI/Italy, JIIA/Japan, Kiel/Germany, PIIE/US), […]
E Gold Is Still Up Near The Highs
Gold is still up near the highs set this morning, and there are no visible signs of topping. Prices would have to break below $1,273 to generate selling pressure. Silver would have to drop below $18.24. The dollar sold off sharply yesterday after comments from Trump. It has recovered most of that slump. Prices are […]
The Donald Temporarily Downs The Dollar – Is Volatility Back?
After too many long days of low volatility, volatility sparked back thanks to comments from the US president. His desire for a weaker dollar and lower interest rates hurt the greenback. Geopolitical tensions coincide with thinner trading volume. Will we see wild moves on Good Friday? Video Length: 00:03:31
Stocks, Bonds And Gold; Snapshot Of A Shifting Macro
Over the last year we transitioned from the stock market angst of 2015 to the bullish breakout of 2016. For NFTRH, the real proof in the pudding was the ramp up in the cyclical Semiconductor sector’s Equipment sub-segment (AMAT, LRCX and the like). Specifically, we tracked a trend in Equipment orders and projected a bullish […]
Tesla Jumps Back Above $300 As Musk Makes More Promises
In a series of tweets this afternoon, Tesla CEO Elon Musk made more promises about the future including a semi-truck, a pick-up truck and next-gen roadster. The stock is up… Tesla Semi truck unveil set for September. Team has done an amazing job. Seriously next level. — Elon Musk (@elonmusk) April 13, 2017 @SamGonzales Next […]
After The Crash, Part 1: Solar Stocks
The frustration out there is palpable. Skim the comments sections of popular financial sites like Zero Hedge or Seeking Alpha and you’ll see gloom-and-doomy articles drawing responses like “You’ve been saying the same %^#&*! thing for years…he’s a broken clock…this is just scare mongering.” And those are the polite responses. Which means two things. First, […]
EURUSD: “We Are At An Interesting Juncture”
Jim Martens talks about a pattern in EURUSD that’s been years in the making and what it implies for future price action. Video Length: 00:05:32
Starbucks: Takeaways From The 2017 Annual Meeting
Starbucks (SBUX) has had a very impressive run since its IPO in 1992. The stock has returned 18,325% during that time period, which has pummelled the S&P 500 (along with every other index). Starbucks is also a strong dividend stock. The company hiked its dividend by an eye-popping 25% in November, which was the sixth […]
Econoday Parrot Squawks Again After Sentiment Rebounds To 17-Year High
The Econoday parrot is once again squawking about consumer sentiment, long after any correlation between sentiment and consumer spending has been disproved. After cooling in February and March, the consumer sentiment index is showing new strength. Preliminary April index is up 1.1 points to 98.0 which beats the Econoday consensus by 1 full point and Econoday’s […]
