Best of the Week
Most Popular
1. US Housing Market Real Estate Crash The Next Shoe To Drop – Part II - Chris_Vermeulen
2.The Coronavirus Greatest Economic Depression in History? - Nadeem_Walayat
3.US Real Estate Housing Market Crash Is The Next Shoe To Drop - Chris_Vermeulen
4.Coronavirus Stock Market Trend Implications and AI Mega-trend Stocks Buying Levels - Nadeem_Walayat
5. Are Coronavirus Death Statistics Exaggerated? Worse than Seasonal Flu or Not?- Nadeem_Walayat
6.Coronavirus Stock Market Trend Implications, Global Recession and AI Stocks Buying Levels - Nadeem_Walayat
7.US Fourth Turning Accelerating Towards Debt Climax - James_Quinn
8.Dow Stock Market Trend Analysis and Forecast - Nadeem_Walayat
9.Britain's FAKE Coronavirus Death Statistics Exposed - Nadeem_Walayat
10.Commodity Markets Crash Catastrophe Charts - Rambus_Chartology
Last 7 days
Potential Highs and Lows For Gold In 2020 - 5th Jun 20
Tying Gold Miners and USD Signals for What Comes Next - 5th Jun 20
Rigged Markets - Central Bank Hypnosis - 5th Jun 20
Gold’s role in the Greater Depression of 2020 - 5th Jun 20
UK Coronavirus Catastrophe Trend Analysis Video - 5th Jun 20
Why Land Rover Discovery Sport SAT NAV is Crap, Use Google Maps Instead - 5th Jun 20
Stock Market Election Year Cycles – What to Expect? - 4th Jun 20
Why Solar Stocks Are Rallying Against All Odds - 4th Jun 20
East Asia Will Be a Post-Pandemic Success - 4th Jun 20
Comparing Bitcoin to Other Market Sectors – Risk vs. Value - 4th Jun 20
Covid, Debt and Precious Metals - 3rd Jun 20
Gold-Silver Ratio And Correlation - 3rd Jun 20
The Corona Riots Begin, US Covid-19 Catastrophe Trend Analysis - 3rd Jun 20 -
Stock Market Short-term Top? - 3rd Jun 20
Deflation: Why the "Japanification" of the U.S. Looms Large - 3rd Jun 20
US Stock Market Sets Up Technical Patterns – Pay Attention - 3rd Jun 20
UK Corona Catastrophe Trend Analysis - 2nd Jun 20
US Real Estate Stats Show Big Wave Of Refinancing Is Coming - 2nd Jun 20
Let’s Make Sure This Crisis Doesn’t Go to Waste - 2nd Jun 20
Silver and Gold: Balancing More Than 100 Years Of Debt Abuse - 2nd Jun 20
The importance of effective website design in a business marketing strategy - 2nd Jun 20
AI Mega-trend Tech Stocks Buying Levels Q2 2020 - 1st Jun 20
M2 Velocity Collapses – Could A Bottom In Capital Velocity Be Setting Up? - 1st Jun 20
The Inflation–Deflation Conundrum - 1st Jun 20
AMD 3900XT, 3800XT, 3600XT Refresh Means Zen 3 4000 AMD CPU's Delayed for 5nm Until 2021? - 1st Jun 20
Why Multi-Asset Brokers Like TRADE.com are the Future of Trading - 1st Jun 20
Will Fed‘s Cap On Interest Rates Trigger Gold’s Rally? - 30th May
Is Stock Market Setting Up for a Blow-Off Top? - 29th May 20
Strong Signs In The Mobile Gaming Market - 29th May 20
Last Clap for NHS and Carers, Sheffield UK - 29th May 20

Market Oracle FREE Newsletter

Coronavirus-stocks-bear-market-2020-analysis

Key Hot Market Sectors Ready to Launch

Stock-Markets / Stock Markets 2013 Aug 10, 2013 - 12:56 PM GMT

By: DeepCaster_LLC

Stock-Markets

Key Sectors and Subsectors are poised to launch up in the next few weeks or very few months, depending on the sector.

Others will languish or crash.

However, very few of the Sectors poised to launch up soon are multi-year holds, because the Developing Trends in the Economy, Markets and Central Bank Policy (see our Forecasts) will likely not allow that.


In other words, “Buy and Hold” rarely works any more. However, they do offer Great Profit Potential in the short to medium term.

So we provide a brief and necessarily incomplete Overview of launch-ready Key Sectors and Subsectors. Of course, within each of these it is essential for i\Investors to intensively research the Sectors and prospective individual picks; and that also entails making decisions about setting target prices for exit.

Uranium

Japan is reactivating some of its nuclear reactors, China and others need to increase nuclear power generation to reduce coal-fired power generation to clean up the air.

But “Easy” Uranium Supplies are drying up. Russian sales of Fuel are Winding Down.

In short, Demand Up. Supply Down.

But the stock prices of suppliers are depressed, e.g., Cameco (CCJ) is down nearly 40% in 7 years.

Oilfield Services & Equipment

The “Fracking Boom” in the U.S. and elsewhere is increasing demand for Oilfield Services and Equipment. Some companies working in the sector have already launched. But some are still in the Doldrums (e.g., Baker Hughes [BHI] 35% off its recent decade Highs.)

But with World Population increasing at 80 Million per year, and economies still growing (albeit more slowly than in pre-Crash years) Oil and Natural Gas demand will continue to Trend Upward.

Smart Energy

Energy Production and Transmission Infrastructure is aging and/or technologically outdated.

But energy demand is still increasing albeit more slowly in some areas. Even so, energy delivery and storage needs to be made smarter for greater efficiency and to accommodate multiple energy sources. Companies at the forefront of this “Smart Grid” technology like the one Deepcaster recently recommended selling at about 20 cents per share are likely to do very well. (See Note 2)

Sector Long and Short ETFs

We have forecast two Major Moves in the Equities Markets occurring within the next six months (See our Forecasts).

Savvy Investors who position in advance of these moves can profit regardless of the direction of the moves.

Precious Metals

Both the Precious Monetary Metals Gold and Silver, and Industrial Metals (e.g., Copper and Hybrids (e.g., Platinum) are poised to Make Major Moves in the next very few Months, as we have forecast.

But the Timing, Direction and Magnitude of these moves must be forecast on a Metal by Metal Basis.

That is mainly because of the character of the Demand for these Metals. For example, Gold is in demand mainly because it is Real Money. Silver is demanded as a Real Money and demanded (with fluctuations) by Industry, as is Platinum which is a Store of Value (but not typically Money) and Industrial Metal. Copper’s demand (with fluctuations) is as an industrial Metal.

Important Note: Unlike most of the other Sectors listed here, Gold and Silver are Excellent “Buy and Hold” Assets for the Long Term. 

The U.S. Treasury Bond Market 

Deepcaster and Many Independent and even some Main Stream media Analysts have correctly claimed that the thirty year Bull Market in long-dated U.S. Treasuries is over and that a Major Takedown (entailing higher Rates) is ahead.

But Triggers for the Bond Takedown (launch of Rates Upward) and the Timing of the Activation of those Triggers is Crucial here.

For example, it is entirely possible, and arguably probable, that the Comex will default on its obligation to deliver Physical Gold sometime in the next very few months (See our Forecasts). Such a Default could trigger a Bond (and Equities) Market Crash and aq Surge in the Gold Price.

Another Trigger would be a Visible Spike up in Price Inflation. Real U.S. Inflation is already a Threshold Hyperinflationary 9.4% (Shadowstats.com) but this is hidden by the Bogus (Shadowstats.com) Official Numbers. (See Note 1)

And there are Triggers which would strengthen U.S. Treasuries again, temporarily, e.g., Revived Eurozone Sovereign Crisis.

So that Key regarding Treasuries is that one must watch for and, as much as possible, anticipate, the arrival of the Triggers.

Emerging Markets – ­­­­­­­­­­­­Selectively

Much out of favor until very recently, certain Emerging Markets are poised to Rally in the Short to Medium Term.

Two prime candidates for a Rally are China and Russia. As one indication that Quality Chinese stocks are undervalued consider that the Morgan Stanley China A Shares Fund (CAF) is down nearly 25% since the beginning of 2012. But recent Chinese data (e.g., increases in import/export numbers) indicates China continues to grow albeit not so rapidly as in recent years.

Regarding Russia, consider that the Market Vectors Russian Fund (RSX) is down about 15% just since Mid-March. Careful Stock Selection of Chinese and Russian stocks create profitable prospects.

Careful analysis of Macrotrends, Sector Trends, ongoing and likely Central Bank Interventions, Political Dynamics and of individual stocks should result in Wealth Enhancement.

Best regards,

www.deepcaster.com

DEEPCASTER FORTRESS ASSETS LETTER

DEEPCASTER HIGH POTENTIAL SPECULATOR

Wealth Preservation         Wealth Enhancement

© 2013 Copyright DeepCaster LLC - All Rights Reserved

Disclaimer: The above is a matter of opinion provided for general information purposes only and is not intended as investment advice. Information and analysis above are derived from sources and utilising methods believed to be reliable, but we cannot accept responsibility for any losses you may incur as a result of this analysis. Individuals should consult with their personal financial advisors.

DEEPCASTER LLC Archive

© 2005-2019 http://www.MarketOracle.co.uk - The Market Oracle is a FREE Daily Financial Markets Analysis & Forecasting online publication.


Post Comment

Only logged in users are allowed to post comments. Register/ Log in

6 Critical Money Making Rules