The market has performed impressively recently given the sovereign challenges in Greece, Puerto Rico, and Ukraine that dominate the headlines; not to mention the recent plunge in Chinese equities which authorities seem to have arrested over the past week. It is in my opinion that my favorite high beta sector in the market is due…
This seemingly inexhaustible credit line is now drying up, with severely negative consequences for oil producers with debt that’s coming due. Could the oil patch bust triggered by oil plummeting from $100/barrel to $50/barrel kick the U.S. into recession? Longtime correspondent B.C. recently observed: The question is whether the incipient recession in the energy and energy-related transport…
Via Keep Talking Greece, President of Greek Banks Association Louka Katseli appealed at the citizens to return their money to the banks. “Banks are absolutely trustworthy,” Katseli told Mega TV as guaranteed by the ECB and the Bank Association, but they would have been even more powerful if 40 billion euros had not been withdrawn in the…
Starting with the premise that people have to eat, The Agletter Editor Tom Wallace has found productive fields in the many subsectors of the ag investment space. Without discounting the risks, he explains to The Energy Report how investors can recognize and hedge those risks. Wallace also names three favorite companies that span the spectrum, from planting the seed…
Technically driven session for Wednesday–France drops looking for support The CAC fell during the course of the session on Tuesday, breaking below the bottom of the shooting star from Monday. This of course is a classic sell signal, but we think that there is more than enough support below to think that the market…
The price of WTI crude has dropped from the low $60’s to around $50 in just a couple of weeks. Investors are freaking out, and share prices of energy companies across the board have been hit. While the values of almost all energy stocks are falling, not all companies have business operations tied to the…
Great chart by Research Affliates: This really puts the “stocks for the long run” numbers in perspective. Yes, over the past century, U.S. stocks have returned about 7.2%. But based on today’s valuations, we’re looking at returns of 0.5% to 1.5% per year, depending on which metric you use. Does that mean a crash…
After our big wins on GOOG and NFLX, I told my members in the chatroom that this market is going to be range-bound, and that we should look for some downside trades to hedge: Monday, July 20, 2015Happytrading: I said on Friday that the market is going to be range-bound for a little while… [7:20 am] Happytrading: we…
The amount of gold deliverable at these prices at the Comex seems a bit thin by historical standards.
Did you know that the percentage of children in the United States that are living in poverty is actually significantly higher than it was back in 2008? When I write about an “economic collapse”, most people think of a collapse of the financial markets. And without a doubt, one is coming very shortly, but let…
