Investing and Trading News, with a Contrarian, Sarcastic Twist!
If you’re bearish like me, you may have found yourself wondering earlier in the week: How the hell did Intel report results that good? Intel is not a company that juices quarterly results (cough, GE, cough) – so the odds are they really did sell as many chips as advertised. But how? Is the green […]
It seems like these days, EVERYONE is looking a natural gas prices, wondering “how could they be so low?” As recently as a few years ago, “The Natty” was selling for over $16 – how could it now be languishing just above 3? It’s often said in the commodity world that the best cure for […]
One of the commonly asked questions on our recent reader survey (appreciate you checking it out here if you haven’t already) was: How can I invest in sugar, and other agricultural commodites, without having to trade futures themselves? Opening a futures account IS a big pain – and learning also takes time – so many […]
Nice job by our friends over at Hard Assets Investor with a great interview of Marc Chandler, who is head of currency strategy at Brown Brothers Harriman. About 8-minutes in running time, and I’d say definitely worth a watch. Chandler has some interesting (dare I say – contrarian?) views on: Trade deficits – they don’t […]
Here’s a funny, and disturbing, piece put together recently by ABC News, where they profile an airport funded by good old fashioned pork barrel dollars. There’s a commercial at the beginning – it’s well worth the 30-second wait. Be sure to forward this to any friends of yours who believe another stimulus plan is a […]
Out of the entire commodity sector, gold has the greatest tendency to disconnect from its underlying supply and demand fundamentals. Still, though, the fundamentals act as a rubber band on its price – when supply overtakes demand, prices will eventually fall. And of course, the opposite is also true. Thus, gold bulls are keeping an […]
We know that, right now, we are most likely in a period of “debt deflation.” Wages are falling. Prices also appear to be falling – though this is open for debate, as there are smart people who believe prices are steady or even rising. For example, Marc Faber recently said he’s surprised that prices are […]
Breakfast was easy this morning, as I continue to wipe plenty of egg off my face from my recent deflationary call on the markets. I moved my wife’s 401K stash from gold stocks into pure cash, as I thought gold was looking toppy and not acting well. Since that time, gold fell a bit, and […]
Here’s a fantastic Marc Faber interview by Newsmax (hat tip to The Daily Crux for linking to this piece). Some quick notes on Faber’s insights: Doesn’t see any way out of inflation in the US…even if deflation hits, the Fed will monetize more and more debt Though thinks we could have temporary bouts of deflation […]
As regular readers know, I’m starting to get my feet wet with the Elliott Wave Principle…can’t yet say I’m a total believer yet, but I am definitely finding some value from the practice. Here’s a free 5-minute primer video by Elliott Wave International’s Chief Commodity Analyst Jeffrey Kennedy, as he takes a look at wave […]
Recent Comments