E Stock Picks For A Trump Win In November
What would a Trump win in November mean for your portfolio? I had a lot of fun with this one. I spoke to more than a dozen investors, all Republicans, and the responses I received were as varied as they were interesting. Of course, the knee jerk reaction was to recommend concrete stocks, as Donald […]
E In Bottom Fishing For Value, Ambarella And AMD Are Tops
A favorable reversal for momentum stocks helped the Bottom Fishing for Value continue its positive ROI. Ambarella (AMBA) may move and hold above the $40 level, as markets rewarded the stock for its value through multi-year contracts and a moat in automotive safety solutions. In the semiconductor space, Intel (INTC) said it would slow the […]
The Stock Whisper Of The Day: EWJ, SAN, USO, EEM, IWM
Hot stocks of the day: EWJ, SAN, USO, EEM, IWM Video length: 00:05:25
Some Erosion, At Last
How heartening it is to see a double-digit red number on the ES after having received one the day prior. The pendulum is, I believe, slowly beginning to swing the other way. With the world’s central bankers in STFU mode for a while, since they had their several weeks of mayhem earlier in March, we bears finally have a […]
For Saudi Aramco, Breaking Up Is (Not So) Hard To Do
Saudi Aramco and Royal Dutch Shell (RDS-A) recently announced plans to end their co-ownership of the Motiva refinery in Texas. The two energy companies have operated the refining and marketing enterprise as a 50/50 joint venture since 2002. This move is significant because Motiva includes three refineries in the gulf region of the United States […]
Japan Goes Full Krugman: Plans Un-Depositable, Non-Cash “Gift-Certificate” Money Drop To Young People
The Swiss, the Finns, and the Ontarians may get their ‘Universal Basic Income’ but the Japanese are about to turn the Spinal Tap amplifier of extreme monetary experimentation to 11. Sankei reports, with no sourcing, that the Japanese government plans to unleash “vouchers” or “gift certificates” to low-income young people to stimulate the “conspicuous decline” in consumption among […]
U.S., European Secondary Funds Collect Massive Sums Since 2015
by Joanna Nolasco, PitchBook Partners Group has announced the closing of its latest secondary investment fund on its hard cap of €2.5 billion. While certainly a hefty sum, it’s surprisingly dwarfed by a handful of other recent massive secondary funds: Coller International Partners VII collected $7.15 billion in January and Lexington Capital Partners VIII closed on $10.1 billion last year—touted as the largest dedicated secondary […]
S&P 500 On The Cusp
A couple days ago it was noted that stocks are high risk, but also that I was more long than short. Yesterday we reviewed the still bearish state of the broad market. This bounce has tested my patience (vs. the preferred scenario seeing it as just a relief bounce) but this morning it looks like […]
Oil & Stocks Starting The Move Down Into Daily Cycle Lows
As I mentioned in one of my prior charts the oil and stock cycles have been tethered together for a while now. Once oil began the move down into its daily cycle low stocks will most likely follow. This morning oil has broken it’s cycle trend line so the odds are good that the corrective […]
Morning Call For March 24, 2016
OVERNIGHT MARKETS AND NEWS Jun E-mini S&Ps (ESM16 -0.54%) are down -0.47% and European stocks are down -1.44%, as a stronger dollar undercuts commodity prices and drags down raw-material and energy producing stocks. Hawkish comments from Fed officials this week have bolstered the chance of a Fed rate hike next month and boosted the dollar and led to a […]
