What is ahead for 2016? Most people don’t realize how tightly the following are linked: Growth in debt Growth in the economy Growth in cheap-to-extract energy supplies Inflation in the cost of producing commodities Growth in asset prices, such as
January 13, 2016
It’s both, the famous Vampire Squid… and a bearish chart. GS is a former NFTRH+ long idea in anticipation of the last big market bounce, but this week was included in NFTRH 377 as a bearish idea among several individual stock charts
“It is not power that corrupts but fear. Fear of losing power corrupts those who wield it and fear of the abuses of power corrupts those who are subject to it.” Aung San Suu Kyi “I do think that looking
Crude Oil: Having continued to maintain its bearishness, Crude Oil broader bias remains lower. On the downside, support resides at the 30.00 level where a break will expose the 29.00 level. A cut through here will set the stage for
U.S. Production The EIA report came out on Wednesday and the first thing that I look for, and really the only data point that matters for meaningful progress towards the market rebalancing is has U.S. Production started to decline. Well
Clearly many investors are tossing in the towel on stock markets. Main Street investors haven’t really been involved with global stock markets for a long time unless they’ve just watched their retirement accounts. Those accounts have grown over the past
Early hopes of continuing yesterday’s upward momentum were quickly dashed, as U.S. equities reversed course to finish with solid declines, despite a mostly positive Fed Beige Book, continued stability in the Chinese yuan and a relatively favorable China trade report.
Onshoring, the return of US manufacturing from abroad, is rapidly gathering pace. Get onshoring right and all of a sudden sector selection and rotation will become a piece of cake. Of course, it is hard to quantify this assumption with
How Did the Stock Market Do Today? Dow Jones: 16,151.41; -364.81; -2.21% S&P 500: 1,890.28; -48.40; -2.50% Nasdaq: 4,526.07; -159.85; -3.41% The Dow Jones Industrial Average today (Wednesday) cratered more than 364 points as oil prices pushed downward again and technology stocks faltered. Shares of five companies – Home Depot
