I want to be able to interact with you, answer questions and help out with managing investment positions. So, to help us connect, I am setting up a regular chat schedule that I should be able to keep most of the time (my guess is I’m on 80% of the time I say I will be).
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Having studied economics and being in finance for over two decades, I have learned that only one thing is certain – that almost nothing is certain. As we endeavor to come up with our best analysis of the world around us, the opportunities and risks, we have to try to overcome a myriad of issues including our own ignorance, biases and emotions. What follows are my attempts to overcome those obstacles. Welcome to my view.
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With another pause in the ramping up of the trade war, markets were feeling bullish Monday morning. However, that bullishness has been fading as the day went on. Maybe markets realize there was no real trade progress made. Maybe the markets are focused on other things.
Oil and gas stocks are under pressure from different directions. However, ultimately, prices will support profits. If you are afraid of oil and gas stocks now, maybe it’s time to buy.
Amidst all the unappointed trade worry warriors, de facto Lords of debt bombs and bongo bubble blowers preaching narratives to us about why, how and when the world is going to end again, I have but one Presidential thing to say to them…..Bull$µ!#.
The market got choppy on the “trade war” worries. That is opening up some trading opportunities for about the next year. Technical indicators are showing that we stand a good chance of seeing a big sell-off through next week, possibly heading as low as about 2600 on the S&P 500. It is unlikely that we see the December lows this time around as there is no tax-loss selling and no […]
Over the past 25 years I have learned more about investing each day. The one lesson I have learned over and over again is that we should ignore most investment ideas, even the good ones.
Each week I bookmark the articles, columns and editorials that I want to come back to and read again. Some of these pieces offer insights that I think are valuable, others are updates to something I am following and a few could be contrary indicators. Make no assumptions about what you are reading. Set aside opinions, ideology and feelings. Find the information that might not be inline with your thinking […]
Saudi Arabia has exerted itself and is once again in control of oil prices. President Trump was forced to deal on Iran waivers and is unlikely to regain control of oil prices.
IMO2020 which impacts maritime fuel requirements will shift spreads and keep light sweet crude prices firm come autumn.
As I covered in the last webinar, there are two potential short-term setups for this stock market. The first is a rally into summer, with maybe a hiccup, more rally and then the beginnings of a broader correction by early 2020. The second scenario is a small correction now and then a big rally into at least H1 of next year. Either way, we probably see an S&P 500 (SPY) […]
The three most powerful natural forces in the global economy are aging-demographics, technology and climate change. While most recognize the first two, many deny the third. Most people don’t invest based on any of the three or just touch on tech. What I will jump start you on this year is that a massive new trend, based around all three factors, is developing. And it is developing very fast. There […]