QUESTION: Hi Martin, Could you please explain whether your Computer model integrates the Carry trade into its Algorithms, and what influence the Carry trade will have (if Any) in the 2015.75 Sovereign Debt Crisis. Thank You R R. H ANSWER: Of course. The carry trade typically impacts capital flows. However, this will also…
If world markets take it on the chin in the coming weeks I would consider it an intermediate-term buying opportunity – for some sectors. If Europe, in particular, is hit hard enough to provide great opportunities, we’ll be at least selective buyers. If we can buy cheaply enough, I’m OK holding even if we didn’t…
Little on the docket economically, we pay attention to charts Looking at the charts in general, and the lack of major economic announcements during the session on Thursday, we believe that certain themes will play out again. There are trends that we have been following for some time, and this of course won’t be any…
I wrote earlier this month about the Whole Foods imitators whom I think are, frankly, pretty lame. Sprouts springs to mind, and I’ve lost my fear of being short stuff that’s at lifetime lows. Consider if you’d like to join me. I’m sitting tight.
“The government is the potent omnipresent teacher. For good or ill it teaches the whole people by its example. Crime is contagious. If the government becomes a lawbreaker, it breeds contempt for law; it invites every man to become a law unto himself; it invites anarchy. To declare that the end justifies the means —…
Blue Buffalo Pet Products (BUFF) launched its IPO on Wednesday, with shares of the company becoming publicly traded on the NASDAQ Global Select Market. Results from its first day of trading were very positive, as the company’s stock climbed as high as $27.45 before eventually closing at a price of $27.20 per share, an increase…
Podcast: Play in new window | Play in new window (Duration: 13:15 — 6.1MB) DOW – 68 = 17,851 SPX – 5 = 2114 NAS – 36 = 5171 10 YR YLD – .02 = 2.32% OIL – 1.62 = 49.24 GOLD – 7.00 = 1095.00 SILV – .05 = 14.90 As of today, Wall Street will have to…
The number of bearish stocks on Twitter are approaching the level recorded at the January lows for the S&P 500 Index (SPX). They’re now above their readings of last October. This is unusual given SPX is near all time highs so it’s something you’ll want to track carefully over the next few weeks. If the…
The number of bearish stocks on Twitter are approaching the level recorded at the January lows for the S&P 500 Index (SPX). They’re now above their readings of last October. This is unusual given SPX is near all time highs so it’s something you’ll want to track carefully over the next few weeks. If the…
If we were going to see a stock market crash in the United States in the fall of 2015 (to use a hypothetical example), we would expect to see commodity prices begin to crash a few months ahead of time. This is precisely what happened just before the great financial crisis of 2008, and we…
