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    Agriculture Markets Report – Tuesday, March 13

    (Video length 00:08:17)...
    On March 13, 2018 / By
  • Finance 0

    Mother Nature’s Deflationary Forces

    I like free stuff. Free delivery, free wireless, free breakfast… you name it. I think most people share this view, and I know that companies and countries around the world are definitely on board. That’s what makes solar and wind power so interesting. The basic resources are free. Yes, there’s the bit about environmental concerns, which are very important. But if environmental notions came first, we wouldn’t talk about renewable energy versus fossil fuel. We’d simply convert to green energy and be done with it. But we don’t. Cost still matters. And while we can stand outside to enjoy sunshine and a nice breeze, harnessing those en...
    On March 13, 2018 / By
  • Finance 0

    Inflation Hysteria(s)

    On May 16, 2000, the FOMC gathered around in Washington to debate taking more extreme measures. For nearly a year, Greenspan’s Federal Reserve had been “raising rates” in the now-familiar pattern. Adjusting their target for interest on federal funds, the Committee had by then increased it at all of the five previous policy meetings, each of them by a further 25 bps. The Bureau of Labor Statistics (BLS) gave them some unwelcome news, however, in between the March 21 meeting and the one in mid-May. On April 14, 2000, the BLS reported the US CPI had increased by 3.7% year-over-year (unadjusted) in March 2000. More concerning, the 3-month c...
    On March 13, 2018 / By
  • Finance 0

    5 Tech Stocks Lifting The Nasdaq ETF To New High

    The Nasdaq Composite Index staged a stunning comeback, recouping all losses incurred early last month when the index had slipped into a correction territory. In fact, it hit a record high for the second consecutive session and has been outperforming major indices, which are yet to fully recover from February’s selloff, by a wide margin from a year-to-date look.  The strength in the technology sector, which accounts for nearly half of the index, helped Nasdaq surge on a gain of 8.3% this year compared with gains of 1.4% for the Dow Jones and 3.2% for the S&P 500. What’s Driving Tech? The sharp gains came from the astounding surge in ...
    On March 13, 2018 / By
  • Finance 0

    Why Quanta Services Inc Has A Safe 20% Upside

    Infrastructure companies can be a safe play in uncertainty, especially low beta stocks like Quanta Services Inc (NYSE: PWR). Market volatility has risen, but margin debt and market recession flags have not tripped, and economists don’t see one soon either. Quanta’s guidance and order backlog, as well as a history of execution, point to robust growth while the economy is hot. A strong balance sheet with long-term maintenance contracts, aging infrastructure, and share repurchases should soften any blows. Wall Street analysts support management’s strategy with forecasts for 30% growth both in 2018 EPS and the stock’s price. Confirming th...
    On March 13, 2018 / By
  • Finance 0

    Are There Any Good Buying Opportunities Still Left In Tech, Or In Any Industry For That Matter?

    Audio Length: 00:47:15 This week, I am joined by Sean Udall, CIO at Quantum Trading Strategies. We review Q4 tech results, with small and mid cap enterprise tech still putting up the biggest beats and finally getting rewarded for it. With inflation likely to rise as interest rates normalize, the group takes a look at energy, gold and real estate as potential beneficiaries, while rising wages may help certain retailers and the health and wellness space....
    On March 13, 2018 / By
  • Finance 0

    Stocks And Precious Metals Charts – Jumping The Shark

    The big news was when President Trump fired his Secretary of State Rex Tillerson. Trump and Tillerson disagreed on a number of points, particularly the current accord with Iran, and the general approach of using diplomacy and partnering with allies, rather than beating the war drums and trying to go it alone. I think there are points to make for and against both approaches. The manner in which Tillerson was fired by a public tweet while he was out of country was about as low class a form of management that you might see.He did not even get a personal phone call until around noon.  This management style is unworthy of anyone occupying such a...
    On March 13, 2018 / By
  • Finance 0

    Market Breadth: Foreign Investors Fleeing US Bond Market

    Though we’ve seen markets swing a bit recently, we’re still in positive territory for the year. This time on Financial Sense Newshour, we spoke with Dave Nicoski of Vermillion Research for his take on whether recent pullbacks hint at a more significant correction, or if this is just a pause for markets to catch up. Nicoski discusses market breadth, favorable sectors, and concerns over interest rates. Here’s what he had to say in our recent podcast… Breadth Not Indicating a Top, Consolidation More Likely The breadth of the market is not deteriorating, Nicoski noted, which doesn’t indicate a market top at this point. “Ther...
    On March 13, 2018 / By
  • Finance 0

    Bearish Setups – Just In Case

    Ugly price action across the board today.  SPX is 38 points off the highs, as of this post, and continues to put in lower-lows and lower-highs on the intraday charts.  I have yet to add any short positions to the portfolio, but that very well could change tomorrow, should the weakness continue.  Below I’ve put together this week’s bearish watch-list that I release each Tuesday.  There are a number of trading setups that are rolling over, and with today’s price action, a few bear flag confirmations too.  Take a look!...
    On March 13, 2018 / By
  • Finance 0

    The Market Crash Is Underway And Cannot Be Stopped?

    There was an intriguing headline on Bloomberg today. Here it is: Investors Hate Leverage Like It’s 2009, According to This Metric. Here’s the main chart of the Bloomberg pure leverage portfolio. The underlying jist of the article is this, Investors have ditched stocks of companies that are highly leveraged, just like back at the height of the last crash. So the market is still very attractive because investors are concentrating on companies with very healthy balance sheets! There fore you should just shut up and BUY! I beg to differ here! Have investors really gone off leverage? How about we look at the figures for total consumer cr...
    On March 13, 2018 / By