After 3 years of strong returns for the S&P 500 many value investors are casting their gaze over international markets, where gains have been more modest and valuations look more reasonable. The gain in the dollar versus other currencies has made the divergence even starker, as the chart here shows: European markets look attractive due…
For a day at least, several items I have been holding, trading and noting in NFTRH as seasonal plays are getting peppy, even with the Russell 2000 in the red. These are mostly risky stocks that I hold as speculations and no recommendations are implied whatsoever. They are a good view into silly season though….
Many ETFs had a great year and 2015 will likely produce winners that outpace the broad indexes. There was plenty of money to be made from investing in ETFs during 2014. While many investors avoided ETFs, out of concern that the weaker-performing stocks could offset the gains made by the stellar stocks, many ETFs made…
Many ETFs had a great year and 2015 will likely produce winners that outpace the broad indexes. There was plenty of money to be made from investing in ETFs during 2014. While many investors avoided ETFs, out of concern that the weaker-performing stocks could offset the gains made by the stellar stocks, many ETFs made…
One of the major themes to the markets and global economy over the past few decades has been the consistently increasing “globalization” of the world. This has had substantial impacts to trade, economic growth, geopolitics, labor dislocation and, of course, travel. If one wanted to visit Europe from the United States one hundred years ago…
It seems like it was only yesterday when we reported that, in yet another slight of hand for the US Treasury and Social Security Administration, US debt rose by $32 billion on the last day of November sending total US debt above $18 trillion for the first time ever. As we further noted, it also meant…
Jim Rickards spoke with Daniela Cambone on Kitco News about what he thinks 2015 will hold for the price of gold and the United States dollar. Rickards reminds us that we’re in a long-term currency war that could continue for years. There’s a good chance that gold will be needed to bring back confidence in…
January is usually a pretty strong month for stocks, suggesting that many could see large gains to start the year if historical trends hold true yet again. This is largely attributed to the “January Effect”. What is January Effect? January Effect is a historically observed increase in stock prices in the month of January due…
Junk bonds have bounced with Santa (nominal HYG, top panel), but have remained locked in downtrend all through the bounce. Further, Junk vs. Investment Grade and long-term Treasury are still very bearish. So an ongoing negative divergence to the US stock market remains firmly intact.
Today’s blog features forecasts by our special correspondent, Fearless Fosdick, who, aided by his abilities in reading Tarot cards, stars, crystal balls, palms, and entrails, will forecast the best stocks for the coming year based on his hunches. Featured Fearless Fosdick’s fifteen forecasts for ’15 follow, or FFFFFFFF: the US dollar cannot keep it up….
