With the holidays around the corner, not only are retail companies giving discounts, but equities are on sale. This article contains three facts that alone will compel investors to be attracted to the pessimistic, hated, and disgusted mining sector. Mr. Market seems to have drunk too much eggnog. I. Introduction When an equity price goes…
In the past we’ve looked at using a tactical overlay, gold, and commodities to improve an asset allocation strategy. Now we’ll look at the advantages of a 10% allocation to a Long/Short fund and a 10% allocation to a Market Neutral fund to consider their roles in constructing and managing an asset allocation strategy. First…
In the interest of alliteration, I bought a buttload of bonds earlier today, and I intend to hang on to them. Bonds have had an amazing year, and I have long held that interest rates are heading much lower. Added to which, if bonds can have a good day even on a day when equities…
No surprises here today, a quiet day of trading with an upward bias. I suspect most of the adults have already taken off for the holidays, leaving juniors in charge with some strict instructions not to mess things up. The economic news came in weakly, but these things do not matter so much when bonuses…
Natural Gas prices are down over 11.5% in the last 2 days, falling to their lowest price since January 2013, as a familiar tale of excess production in the face of ebbing demand looms large. As WSJ reports, BNP Paribas’ Teri Viswanath notes “the delayed return of cold weather has simply curbed all buying interest,”…
What if I told you there is a “no risk” investment that will out perform the S&P 500, even assuming the S&P 500 will continue upward at the pace it has over the second half of 2014? Would you buy that investment? Then consider owning cash, if you are a US resident denominated in USD. …
The biggest news making the rounds on a sleepy Monday in late December? North Korea has been threatening the U.S. over the Franco-Rogen flick, “The Interview.” I doubt that I would have spent any time in the movie theater to watch the satire, even if Sony had not pulled the film from its scheduled Christmas…
Crashing oil prices and a rising US dollar will put a halt to any interest rate increases from the Fed. Weak Holiday sales and increasing unemployment in 2015 are a possibility especially as I expect layoffs in the once booming fracking sector. Don’t be surprised to see another QE in 2015. The Holiday Season is…
Much like last year, the Standard & Poor 500 (SPX) has continued its Bull Run in 2014. The S&P 500 has so far hit record highs on 49 occasions this year and boasts a year-to-date return of 12%. Also, the index has outperformed the Dow Jones Industrial Average’s (DJI) year-to-date return of 7.4%, but is…
Andrew Kaip, managing director of mining equity research at BMO Capital Markets, says the stark reality is that the precious metals sector is only part way through a down cycle and that structural issues will result in a fresh phase of consolidation. He adds that the small to intermediate producers will lead the consolidation charge….
