Saturday, January 11, 2020
The Crazy Stock Market Train to Bull Eternity / Stock-Markets / Stock Markets 2020
Once again I have to disclaim that at the moment (and for quite some time now) I hold not one single short position, in anything. I am only long US and global stocks. But also managing cash and portfolio balance as usual while feeling as though I’m playing a game of Musical Chairs while the music still plays (nothing nearly as good as Keith’s style, which has always resonated with me beyond most others).
I have to disclaim the bull positioning because book talkers tend to talk their book. My book is only long insofar as I have equity positions because in a manic up phase I have little interest in eroding the situation with short hedging. Besides, gold stocks are doing that balancing job right now and that balancing act has been working well since June.
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Friday, January 10, 2020
Gold Above $1,600 As Iran Retaliates / Commodities / Gold & Silver 2020
We didn’t have to wait long for Iran’s response. After the missile attack on U.S. bases in Iraq, gold briefly soared above $1,600. What should we expect next?
Iran Retaliates, Gold Rallies
On Tuesday, I wrote that “given that Soleimani was widely seen as the second most powerful figure in Iran, we should expect a response.” And, indeed, it arrived before too long. On Wednesday, just hours after the funeral of the Iranian general, Iran launched a missile attack on two military bases in Iraq housing U.S. troops.
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Friday, January 10, 2020
Gold Gann Angle Update / Commodities / Gold & Silver 2020
The new year of 2020 has gold is poised to break out higher. Why is gold going higher? Maybe the FED's economists can explain .... or not.
Maybe these could be on the list:
- FED repo hundreds of billions a day.
- ECB made up tools to keep the European banks solvent.
- A sugar high stock market with Apple Inc and Microsoft looking like Bitcoin 2017.
- The US bond market is NOT confirming a strong stock market.
- Corporate profits have flat lined for 3 years while stocks soared each year.
- Knowing an US election year needs stimulus, and a lower US dollar is a first choice.
- China deal, will have a currency element to make it easier to do business. Lower US dollar.
Friday, January 10, 2020
Gold In Rally Mode Suggests Commitment of Traders (COT) Data / Commodities / Gold & Silver 2020
Many people believe the price of Gold will need to fall to support Institutional short positions. We don’t believe this is the case. The Commitment Of Traders (COT) Data suggests Commercial Hedgers have a large and growing shot position that is a very positive sign for a continued rally in Gold and Miners looking forward months from now.
Don’t think about COT data like everyone else with it comes to gold.
Over the past 20+ years, every time the COT Commercial Hedgers position in Gold falls, weakens substantially, or makes new multi-year lows the price of gold rallies.
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Friday, January 10, 2020
Disney Could Mount Its Biggest Rally in 2020 / Companies / Investing 2020
I got to spend lots of time with my one-year-old daughter over the holidays, who is quickly becoming a Disney (DIS) superfan. She dragged me and my wife into the playroom to watch the movie Frozen at least five times.
If you have a daughter or granddaughter, I’m sure you know all about Frozen. The mega-hit raked in $1.2 billion when it hit the big screen in 2013. So it was practically a guarantee Disney would make a sequel. Frozen II hit theaters a few weeks ago and raked in another $1.2 billion.
Friday, January 10, 2020
How on Earth Can Gold Decline During the U.S. – Iran Crisis? / Commodities / Gold & Silver 2019
So, did U.S. and Iran just become best friends?
Gold’s huge reversal and a decline of about $50 in 24 hours might certainly suggest so to those, who choose to follow the news instead of estimating market’s moves using more reliable tools.
Of course, the two countries are not on friendly terms at this time. So, what happened that gold declined so much, so fast? Let’s start with going over what we explained yesterday as gold’s price action confirmed it so well.
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Friday, January 10, 2020
Getting Your HR Budget in Line / Companies / SME
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Thursday, January 09, 2020
The Fed Protects Gamblers at the Expense of the Economy / Stock-Markets / Financial Markets 2020
Although the repo market is little known to most people, it is a $1-trillion-a-day credit machine, in which not just banks but hedge funds and other “shadow banks” borrow to finance their trades. Under the Federal Reserve Act, the central bank’s lending window is open only to licensed depository banks; but the Fed is now pouring billions of dollars into the repo (repurchase agreements) market, in effect making risk-free loans to speculators at less than 2%.
This does not serve the real economy, in which products, services and jobs are created. However, the Fed is trapped into this speculative monetary expansion to avoid a cascade of defaults of the sort it was facing with the long-term capital management crisis in 1998 and the Lehman crisis in 2008. The repo market is a fragile house of cards waiting for a strong wind to blow it down, propped up by misguided monetary policies that have forced central banks to underwrite its highly risky ventures.
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Thursday, January 09, 2020
Last Chance to Get Microsoft Windows 10 for FREE! / Personal_Finance / Microsoft
The next 5 days could be your very last chance to grab a copy of Windows 10 Home or Premium for FREE!
All you need is an old computers Windows 7 licence key, then you can either upgrade or do a fresh install of Windows 10 for FREE!
This video takes you though the process from start to finish including several obstacles to over come that you could face. But usually it should not take more than an hour from start to finish.
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Thursday, January 09, 2020
The Stock Market is the Opiate of the Masses / Stock-Markets / Stock Markets 2020
Oh sure, the days of watching Jim Cramer mash buttons on his console with his sleeves rolled up to his armpits are pretty much over.And nobody really day trades anymore, except for masochists. And, despite a 10,000-point rise in the Dow since the election, nobody seems all that happy.
But the stock market is still the opiate of the masses.
I know this because anytime I go on Twitter, the financial pundits are tweeting about stocks. They usually don’t tweet about bonds or commodities or FX. I follow one or two oddballs that tweet about volatility.
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Thursday, January 09, 2020
Is The Energy Sector Setting Up Another Great Entry? / Commodities / Energy Resources
Another wild week for oil traders with missiles flying and huge overnight price swings in crude. As we recently pointed out within our current Oil research article, Oil and the Energy sector may be setting up for another great trade. We recently commented on how the supply/demand situation for oil has changed over the past 20+ years.
With US oil production near highs and a shift taking place toward electric and hybrid vehicles, the US and global demand for oil has fallen in recent years. By our estimates, the two biggest factors keeping oil prices below $75 ppb are the shift by consumers across the globe to move towards more energy-efficient vehicles and the massive new supply capabilities within the US.
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Thursday, January 09, 2020
The Fed Is Creating a Monster Bubble / Stock-Markets / Liquidity Bubble
Ignoring problems rarely solves them. You need to deal with them—not just the effects, but the underlying causes, or else they usually get worse.
In the developed world and especially the US, and even in China, our economic challenges are rapidly approaching that point. Things that would have been easily fixed a decade ago, or even five years ago, will soon be unsolvable by conventional means.
Central bankers are the ones to blame. In a sense, they are far more powerful and dangerous than the elected ones.
Hint: It’s nowhere good. And when you combine it with the fiscal shenanigans, it’s far worse.
Thursday, January 09, 2020
If History Repeats, Video Game Stocks Could Soar 600%+ / Companies / Gaming
Justin Spittler : A new super cycle is revving up. And if history repeats, this super cycle will hand out profits of 8X to 18X, starting now.If you’ve studied investing, you’ve likely come across the idea of “cyclical” assets. Cyclical assets go through boom and bust cycles. One year they surge in price, the next year they plummet.
Housing stocks are cyclical (read our recent guide on how to profit from the biggest housing boom in history), airline stocks are cyclical, gold is famously cyclical. Most commodities like oil, wheat, and steel are cyclical. Let me tell you about a new super cycle that was just born in a quiet corner of the markets.
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Wednesday, January 08, 2020
What to Know Before Buying a Land Rover Discovery Sport in 2020 / ConsumerWatch / Land Rover
If your thinking of buying a Land Rover Discovery Sport either New are Used then here is my comprehensive review of what you need to own after having owned and driven a Disco Sport for 2 FULL YEARS!
Lan drover Discovery Sport HSE BLACK that I bought under Approved Used when the car was 15 months old, with 11,000 miles on the clock, so still under manufacturers warranty, followed by a few months under Land Rovers Approved Used extended warranty.
So Here's my top 10 of what’s good and bad of what you need to know if your considering buying a Landrover Discovery sport of what to expect, as per my experiencing of owning and driving one for 2 full years.
Wednesday, January 08, 2020
Stock Market Forecast 2020 Trend Analysis / Stock-Markets / Stock Markets 2020
Long-term Trend Analysis
The Dow finally breached resistance along a series of sub 28k highs of the past 2 years that propelled the Dow towards 29k.
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Wednesday, January 08, 2020
Gold Price at Resistance / Commodities / Gold & Silver 2020
Technical analyst Clive Maund discusses the effects of geopolitics on the price of gold. In this update I am not going to repeat the points made in the last fairly comprehensive update, instead we are going to focus on the importance of the resistance level just above where the price is now, and impact of the killing of the Iranian general and its potential implications for the gold price.
On the latest 10-year chart we can see that gold is making a second attack on the key major resistance level in the $1530-$1560 zone, which is hardly surprising considering what happened last week.
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Wednesday, January 08, 2020
The Fed Has Quietly Started QE4 / Interest-Rates / Quantitative Easing
In September of last year, something still unexplained happened in the “repo” short-term financing market. Liquidity dried up, interest rates spiked, and the Fed stepped in to save the day.
Story over? No. The Fed has had to keep saving the day, every day, since then.
Wednesday, January 08, 2020
The All-Out View of Crude Oil’s Spike / Commodities / Crude Oil
Let’s put the geopolitical gyrations in oil into a proper perspective by taking a look at the monthly chart. The overall situation hasn’t changed much as crude oil is still trading inside the blue consolidation below three very important resistances (the red and orange bearish gaps and the 61.8% Fibonacci retracement), which form the key resistance zone for the coming week(s).
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Wednesday, January 08, 2020
NASDAQ Set to Fall 1000pts Early 2020, and What it Means for Gold Price / Stock-Markets / Financial Markets 2020
One of our most interesting predictive modeling system is the Adaptive Dynamic Learning (ADL) price modeling system. It is capable of learning from past price data, building price DNA chains and attempting to predict future price activity with a fairly high degree of accuracy. The one thing we’ve learned about the ADL system is that when price mirrors the ADL predictive modeling over a period of time, then there is often a high probability that price will continue to mirror the ADL price predictions.
One of our more infamous ADL predictions was our October 2018 Gold ADL prediction chart (below). This chart launched a number of very interesting discussions with industry professionals about predictive modeling and our capabilities regarding Adaptive Learning. Eric Sprott, of Sprott Money, highlighted some of our analyses related to the ADL predictive modeling system in June and July 2019. Our ADL predictive modeling system suggested a bottom would form in Gold near April/May 2019 and then Gold would rally up toward $1600 by September 2019, then rotate a bit lower near $1550 levels.
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Wednesday, January 08, 2020
Gold 2020 - Financial Analysts and Major Financial Institutions Outlook / Commodities / Gold & Silver 2020
Santa Claus rally in Gold and Silver Crowns a very good year
It was a very good year for precious metals. Gold posted a nearly 19% gain and silver rose over 17%. As you can see in the chart below, the move higher began in early summer defying the annual summer doldrums, hit an impasse during autumn, then ended the year with a surprise Santa Claus rally that took it over the $1520 mark. Silver pushed briefly over the $18 mark in late December then settled at $17.78. Bloomberg Intelligence’s Mike McGlone offers a hopeful tone for our favorite precious metal as 2020 begins:
“It’s a new year and decade and gold is poised to follow the dollar and equities to new highs, in our view. When, should be the primary question, particularly when the stock market and greenback succumb to some normal mean reversion. Absent a new higher dollar and stock-price plateau, gold is set to join the all-time-highs club. Gold prices are on a sound footing for further advancement in the coming year and decade, in our view. Gold prices are on a sound footing for further advancement in the coming year and decade, in our view.”
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