Investing and Trading News, with a Contrarian, Sarcastic Twist!
Sometimes the option buyers we lovingly refer to as degenerates really outdo themselves. As we’ve discussed many times, I have been selling covered calls on favorite stock Guidewire (GWRE) since its IPO last year. The trading strategy has resulted in nothing that couldn’t have otherwise been achieved with a simple buy-and-hold thus far, but with […]
The markets sure have appeared spooked since Bernanke’s midweek commentary – but is that all this is about, or is there more to this most recent pullback? Regular correspondent adds to the list of intermediate term market worries in his weekly piece… **** There’s More To Consider Than Just The Fed Being Street Smart By […]
As US stocks have continued their march higher, the grains and softs have been orderly rolling over nearly in lockstep together for many months now…and in some cases, a few years even. Since getting stopped out of cotton (for a modest gain), I’ve been watching the soft and grain commodity charts for signs of an […]
Like an 80s horror film character, nuclear energy has been left for definite dead many times of the past decades. Recently it appeared to be making yet another valiant comeback until 2011’s Fukushima disaster put the final nail in the nuclear coffin. Or did it? If you peer beneath the Western headlines and study the […]
Just over one year ago, Casey Research’s energy guru Marin Katusa made a bet – I believe at an investment conference – with Porter Stansberry about the price of oil. The over/under was…get this…$40. Marin joins us today to accept his trophy, and also invite you to a webinar he’s hosting about the prospects of […]
It’s been a full year since we initially highlighted Guidewire (GWRE) as a growth software company with utility-like revenue stability. No doubt inspired by the piece, GWRE has hummed from $25 to $41 – a gain of over 60%. During that time, I have been selling covered calls on GWRE. My shares were called away […]
Handicapping the Potential Successors to Ben Bernanke By Paul Brodsky, QB Asset Management [Ed. note: This article originally appeared as a guest contribution in the “Midweek Matters” Casey Daily Dispatch.] A couple of days after the Fed announced Ben Bernanke would not attend the Jackson Hole summit, for the first time in twenty five years, […]
With the precious metals recovering from their recent free fall, you would think investor sentiment would be at rock bottom levels. If so, then you (and me) would be wrong – at least according to an indicator that only our technical expert Carl Swenlin would have a beat on! Precious Metals Sentiment by Carl Swenlin […]
Regular contrarian correspondent Sy Harding digs into recent economic data, including last week’s jobs report, to see if we’re potentially heading for another summer slowdown in 2013. Of particular concern to Sy is the decline in average hours worked – which may signal there’s less work that needs to get done. (Everbank’s Chuck Butler cited this […]
There are two entry strategies I like to employ when trading agriculture. The first, and classic, is to enter a position on a significant breakout to the upside – as we highlighted recently with regards to cotton futures. This tried-and-true trend following play concedes the first 10-20% of a move, with the goal of catching […]
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