Marin Katusa: Tax Loss Selling Season Will Produce Some “Particularly Juicy Gold Stock Opportunities”

Marin Katusa: Tax Loss Selling Season Will Produce Some “Particularly Juicy Gold Stock Opportunities”

Investors with beaten-down gold/silver mining shares in their portfolio have three choices: Dump those losers for the tax loss before year-end; hold on in the hope that they’ve bottomed and will go up next year; or take advantage of others’ tax loss selling to pick up the bargains thus created. Commodities analyst Marin Katusa recommends the last option. Here’s […]
The Fed-Related Chart That Most Concerns The Stock Market

The Fed-Related Chart That Most Concerns The Stock Market

An ongoing debate rages about whether or how fast the Fed should hike rates in 2019. Some even question the need for a rate hike in December. Indeed, the market has priced in a “only” a 65% chance of a rate hike next month. I say only because before the October sell-off and November’s weakness, […]
The Power Of The Dow Jones Cycle

The Power Of The Dow Jones Cycle

Once again the data confirms cycles exists in the market. Value and other fundamental investors must concede cycles are in the stock market. (You can learn more about our Hurst Cycle tools here). Our previous Post Kitchin Cycle warned of market volatility . In the past this blog has posted the chart below, the Kitchin cycle or 900 periods, […]
Danske Bank Probe Expands As JPM, Deutsche Bank, BofA Face Scrutiny

Danske Bank Probe Expands As JPM, Deutsche Bank, BofA Face Scrutiny

Pretty soon Baltic banks might find themselves effectively cut off from the global dollar system, regardless of how stringent their money laundering controls or how spotless their compliance records. Even banks with no exposure or involvement to Danske Bank’s Estonian branch – the nexus of an unprecedented global money-laundering scheme that went uninterrupted for years […]
Bear Market Growls As Market Remains Weak

Bear Market Growls As Market Remains Weak

  Several months ago, I penned an article about the problems with “passive indexing” and specifically the problem of the “algorithms” that are driving roughly 80% of the trading in the markets. To wit: “When the ‘robot trading algorithms’begin to reverse (selling rallies rather than buying dips), it will not be a slow and methodical process, but rather […]
USD/CAD Forecast November 19-23 – After The Crude Crash, CAD Awaits Data

USD/CAD Forecast November 19-23 – After The Crude Crash, CAD Awaits Data

Dollar/CAD had an interesting week amid ups and mostly downs in oil prices and a changing market mood on trade. What’s next? The inflation and retail sales reports stand out in a double-feature Friday. Here are the highlights and an updated technical analysis for USD/CAD. Reports that Saudi Arabia is willing to cut oil production sent […]
Precious Metals Flows In Trusts And Funds

Precious Metals Flows In Trusts And Funds

The ebb and flow of the precious metals markets are pictured below.    
Factors Affecting Inflation Through End Of 2018

Factors Affecting Inflation Through End Of 2018

The economy is heading towards the sweet spot for the consumer as gas prices are declining and wage growth is accelerating. Real hourly wage growth was 0.7% in October. This improvement in the health of the consumer explains why Wal-Mart had same-store sales growth of 3.4% in Q3 which beat estimates for 3.1%. The firm […]
How The Bubbles In Stocks And Corporate Bonds Will Burst

How The Bubbles In Stocks And Corporate Bonds Will Burst

As someone who has been warning heavily about dangerous bubbles in U.S. corporate bonds and stocks, people often ask me how and when I foresee these bubbles bursting. Here’s what I wrote a few months ago: To put it simply, the U.S. corporate debt bubble will likely burst due to tightening monetary conditions, including rising interest rates. Loose monetary conditions are […]
Economic Indicators This Week And Next

Economic Indicators This Week And Next

This week was mixed for economic data with about half of indicators coming in positive and the other half negative. The major release early in the week was CPI data. The headline number came in line with expectations while Core CPI came in slightly lower YoY. Hourly earnings continued to accelerate; more confirmation of a […]