I just finished my Commodities and Currencies review for the week and wanted to share some of my notes. Here you go: [Read more…]
[Premium] Weekly Open Letter About The Current Market Environment
In this week’s members-only letter we discuss the following topics:
- Our Focus Is On Japanese Yen and Ignoring Any Federal Reserve Commentary
- Which U.S. Stock Market Indexes Have Hit Our Upside Targets?
- What Do We Need To See To Get Short U.S. Stocks?
- The List Of Commodities That Are Now In Play
- Why Financials Will Keep Outperforming
- What Do Semiconductors and Industrials Have In Common?
- Which Sectors Are Benefiting Most From Higher Interest Rates?
[Premium] What Intermarket Analysis Is Suggesting About The Current Market Environment
Intermarket Day is one of my favorite days. Yes I’m a huge nerd. Deal with it!
This is when I go through many markets relative to each other. These markets include individual U.S. Sectors compared with the overall U.S. Stock market. We also look at other assets against each other like Bonds, Commodities and Currencies. We price Gold in other currencies, and change around denominators for both trade idea generation and also for informational purposes.
Here are some of the things that stood out from this week’s homework:
[Premium] Weekly Open Letter About The Current Market Environment
In this week’s members-only letter we discuss the following topics:
- Why Are Biotechs and Regional Banks Now On Our Radar?
- Why Did Everyone Miss This Monster Rally The Past 6 Weeks?
- Which Stock Market Indexes In the U.S. Will Perform Best This Month?
- How High Can U.S. Interest Rates Go and How Will That Affect Bonds?
- Our Upside Price Targets In Apple, Now Updated
- What Is The Most Important Thing To Watch In The Gold Market?
- What Else Should We Be Watching In Precious Metals?
- Our Favorite Trade To Profit From A Weakening U.S. Dollar
12 Charts You Need To Make Money In Gold
Precious metals are a sensitive subject in some circles. Discussions about gold or silver tend to bring out more anger and craziness than other assets. As someone who couldn’t care less about what we’re trading, Gold, Apple, Bonds, Australian Dollars or Go Pro, to me it’s just letters and math. I find it kind of funny when people get extra sensitive about a specific asset. Precious metals bring out some of the most hilarious commentary.
Today, I want to break down Gold and Precious Metals from many different angles in order to put it into context from both a structural perspective and a shorter-term tactical outlook. [Read more…]
[Premium] My Recent Notes On Commodities & Currency Markets
I just finished my Commodities and Currencies review and updated all of them in the Chartbook. Today’s notes include updates on:
- Crude Oil
- Gold
- Silver
- Palladium
- Cotton
- Soybeans
- EUR/USD
- USD/JPY [Read more…]
[Premium] Weekly Open Letter About The Current Market Environment
In this week’s members-only letter we discuss the following topics:
- Is the Mean Reversion Higher In Stocks Still In Play?
- What Do We Do Now That Treasury Bonds Hit Our Upside Targets?
- What It Will Take To See Apple, Twitter and Yahoo Rally This Month
- Where is the Euro headed next
- Why It’s Important To Define Your Time Horizon
- The Sectors That Will Lead In February
Real Talk: Whipsaws Rule This Time Of Year
There is a lot of noise surrounding the period between Christmas and the start of the new year. Santa Claus rally this, end of 2016 predictions that, what worked this year, what didn’t….. The truth is, most of that doesn’t matter and is just a lot of air-time filling, click baiting noise. Sure, if Santa Claus doesn’t show up and the U.S. Stock Market doesn’t rally during the last 5 trading days of the year and first 2 of January, bad things tend to happen. Fine. But end of year predictions are always wrong and they’re just a sell side marketing gimmick that the financial media eats up and loves to promote. It’s just noise. As far as what worked this year and what didn’t – it’s too late now anyway, so who cares. We want to look forward don’t we? Aren’t we here to make money?
What we really want to focus on during this period of the year is [Read more…]
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