Saturday, December 01, 2018
Junior Gold Stocks Q3’18 Fundamentals / Commodities / Gold and Silver Stocks 2018
By: Zeal_LLC
The junior gold miners’ stocks have spent recent months mostly languishing near major multi-year lows. That spawned a sentiment wasteland riddled by bearishness and bereft of bids. But these companies’ battered stock prices aren’t fundamentally righteous, as proven yet again by their latest earnings season. Faring far better in a challenging third quarter than stock prices imply, they need to mean revert way higher.
Four times a year publicly-traded companies release treasure troves of valuable information in the form of quarterly reports. Companies trading in the States are required to file 10-Qs with the US Securities and Exchange Commission by 40 calendar days after quarter-ends. Canadian companies have similar requirements at 45 days. In other countries with half-year reporting, many companies still partially report quarterly.
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Saturday, December 01, 2018
Little-Known BDC Stocks Thrive Amid Rising Rates and Earn Investors +7% Yields / Companies / Investing 2018
By: John_Mauldin
BY ROBERT ROSS :
Volatility is back.The CBOE Volatility Index (VIX)—also known as the Fear Index—has recently hit its highest level in six months. The S&P 500 has lost 10% in 30 days.
The reason is rising interest rates.
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Saturday, December 01, 2018
Ray Dalio: This Debt Cycle Will End Soon / Interest-Rates / US Debt
By: John_Mauldin
Science tells us energy can neither be created nor destroyed within a closed system. The form may change, but the amount will only stay the same. If this only held true for debt.Within the closed system called Earth, we create debt much better than we eliminate it.
Well, when we have too much, we eventually get rid of it. But we do so in painful and unpleasant ways—via some kind of debt crisis.
This has happened over and over again throughout history. And there’s real possibility that we will soon face another major debt crisis...
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Saturday, December 01, 2018
Bank of England Warns UK House Prices 30% BrExit Crash! / Housing-Market / UK Housing
By: Nadeem_Walayat
This week saw the harbingers of the NO DEAL Brexit economic apocalypse set forth their forecasts of what awaited Britain following a No Deal exit from the European Union on the 29th of March. At the top of the doom merchants was the Canadian Governor of the Bank of England warning of a string of catastrophes for Britain where at the top of the doom list was a 30% CRASH in UK house prices. The following graph illustrates what the Bank of England's 30% crash in house prices would look like if it were to materialise post Brexit.
Friday, November 30, 2018
Debt, Death, and the US Empire / Politics / US Military
By: Antonius_Aquinas
In a talk which garnered little attention, one of the Deep State’s prime operatives, National Security Advisor John Bolton, cautioned of the enormous and escalating US debt. Speaking before the Alexander Hamilton Society, Bolton warned that current US debt levels and public obligations posed an “economic threat” to the nation’s security:
It is a fact that when your national debt gets to the level ours is, that it constitutes an economic threat to the society. And that kind of threat ultimately has a national security consequence for it.*
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Friday, November 30, 2018
The World-Class Lessons of China’s Shanghai Free-Trade Zone / Economics / China Economy
By: Dan_Steinbock
Amid the fifth anniversary of the Shanghai Free-Trade Zone, new economic zones are proliferating in China’s critical productivity centers. Despite trade wars, China is opening but in its own terms.
The Shanghai Free-Trade Zone (FTZ) was launched in September 2013, some five years ago. It was the first FTZ in mainland China and has progressively been expanding its territorial coverage. Yet, territorial coverage is only a part of its strategic significance.
Friday, November 30, 2018
Gold Fundamentals Improving but Not Bullish Yet / Commodities / Gold and Silver 2018
By: Jordan_Roy_Byrne
Recent market and economic developments are positive for Gold and precious metals but conditions are not bullish yet.
Bullish conditions and bullish fundamentals would be highlighted by a shift in Fed policy. They aren’t shifting yet. They are slowing, which precedes a shift.
From a market standpoint, we need to see strength in Gold in real terms (against stocks and foreign currencies) and a steepening of the yield curve. These developments along with shifting Fed policy will tell us a new bull market is soon to begin.
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Friday, November 30, 2018
What the Oil Short-sellers and OPEC Don’t Know about Peak Shale / Commodities / Crude Oil
By: Andrew_Butter
A Black Swan is when something dramatic happens that most people did not expect, like when house prices went down, not up...remember that?
Last week on Bloomberg News, Javier Blas wrote of a new “Shale Boom” that could...create “OPEC’s Worst Nightmare”. https://www.bloomberg.com/news/articles/2018-11-21/opec-s-worst-nightmare-the-permian-is-about-to-pump-a-lot-more
That sentiment reflects a broad consensus of opinion that has driven oil prices down 30% in two months. The central theme of the article was that the spike in year-on-year change of U.S. production of “oil, condensate, and natural gas liquids”, to 3.0 million barrels per day (MBPD) in August 2018, was proof of shale-oil’s continuing resurgence.
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Friday, November 30, 2018
Global Economic Perceptions Are Shifting Imnplications for Stock Market / Stock-Markets / Stock Markets 2018
By: Chris_Vermeulen
Our researchers spent a good portion of the holiday weekend researching a continued capital shift that is taking place in the US equities markets and throughout the global market. Over the past 20+ months, a massive capital shift has taken place where investment capital fled weaker global economies and rushed into the US stock market because of a tremendous value opportunity that existed at that time. Technology, Biotech and many others equity sectors were skyrocketing – in some cases 2~3% a month. This ROI, along with the benefit of a stronger US Dollar, created a very unique environment where foreign capital could rush into the US markets, land pretty much anywhere and become relatively safe from foreign risks/devaluation.
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Friday, November 30, 2018
The US Economy is Getting Worse. What this Means for Stocks / Stock-Markets / Stock Markets 2018
By: Troy_Bombardia
The U.S. economy is starting to deteriorate, which is what typically happens in the last year of a bull market.
Let’s determine the stock market’s most probable direction by objectively quantifying technical analysis. For reference, here’s the random probability of the U.S. stock market going up on any given day, week, or month.
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Friday, November 30, 2018
Trailblazers Leading the Way in Online Reputation Management / Companies / Internet
By: Submissions
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Friday, November 30, 2018
The Shift in Trend from Physical Printers to Online Printers / Companies / 3d Printing
By: Sumeet_Manhas
Print plays an integral role in the business world; working alongside other types of marketing to build a successful promotional campaign. The past two decades have seen a massive trend shift from conventional physical printing to online printing as businesses strive to expand their reach while minimizing costs.Today, people are keen on getting a high-quality print at the best prices. A quick look at a print website like www.helloprint.co.uk will show how top companies are striving to exceed their client’s expectations by availing affordable solutions without compromising on quality.
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Friday, November 30, 2018
UK House Prices 2019 No Deal BrExit 30% Crash Warning! / Housing-Market / UK Housing
By: Nadeem_Walayat
Within hours of the UK Government publishing it's dire economic forecast of a NO DEAL BrExit resulting in a loss of 9% of GDP, albeit as a deviation from trend over 15 years. Britain's central bank, the Bank of England set forth it's own NO DEAL economic armageddon forecasts, warning of an immediate economic collapse on a scale twice that of the 2008 Financial Crisis. A 25% collapse in sterling, a collapse in GDP of 8%, inflation soaring to over 6.5% and a 30% CRASH in UK house prices. Though it should be noted that none of similar fear mongering pre EU referendum materialised as the UK economy continued to grow on a similar trend trajectory to what it was on as before the EU Referendum BrExit result.
Friday, November 30, 2018
B&M Stores Icicle Christmas Colour Changing LED Lights 3 Year Use Review / Personal_Finance / Reviews
By: Anika_Walayat
Most households will be busy shopping for Christmas lights to adorn their homes, especially shopping online (Amazon) and at the discount retailers such as B&M Stores. However, whilst usually the lights work straight out of the box what's unknown is how many Christmas's will the lights last for. So in this series of videos we have tested some of the popular seasonal lights over several years of use. In this video we test the popular large hanging colour changing Icicle lights where the same item can be bought from multiple sources such as Amazon. The ones tested in this video were bought from B&M Stores, so find out what one can expect in terms of life span for 2nd and 3rd year use.
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Thursday, November 29, 2018
How the Bitcoin Bubble Burst Could Lead to a New Golden Era / Currencies / Bitcoin
By: MoneyMetals
One of the greatest asset bubbles of all time appears to have just burst.
It’s not the stock market. Despite recent downside volatility amidst bubble-like valuations, so far stocks have merely entered a correction.
Cryptocurrencies, on the other hand, have entered into a full-blown meltdown. Bitcoin will go down in history for its extraordinary rise from zero to a high of $19,783 on December 17, 2017. Its subsequent fall may be one for the history books as well.
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Thursday, November 29, 2018
Stocks Rallied, New Uptrend? / Stock-Markets / Stock Markets 2018
By: Paul_Rejczak
Stocks rallied on Wednesday following breaking out above their week-long consolidation. The S&P 500 accelerated higher after breaking above 2,700 mark. Will the uptrend continue? Or is this just another advance within a consolidation following the October sell-off?
The U.S. stock market indexes gained 2.3-3.0% on Wednesday, as investors sentiment much improved following breaking out above the recent trading range. The S&P 500 index got back above the level of 2,700. It currently trades 6.7% below September the 21st record high of 2,940.91. The Dow Jones Industrial Average gained 2.5% and the Nasdaq Composite gained 3.0% on Wednesday.
The nearest important level of resistance of the S&P 500 index is now at 2,750, marked by some previous local highs. The resistance level is also at 2,780-2,800, among others. On the other hand, the level of support is at 2,680-2,700, marked by the recent resistance level.
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Thursday, November 29, 2018
Should Gold Bulls Open the Champagne? / Commodities / Gold and Silver 2018
By: Arkadiusz_Sieron
Powell spoke yesterday. The gold market considered his remarks as dovish. And the market is always right, isn’t it?
Just Below Neutral
On Wednesday, Powell delivered a speech “The Federal Reserve’s Framework for Monitoring Financial Stability” at The Economic Club of New York. The majority of analysts judged the speech as dovish. Why? The key reason was Powell’s view that interest rates were close to neutral:
Interest rates are still low by historical standards, and they remain just below the broad range of estimates of the level that would be neutral for the economy – that is, neither speeding up nor slowing down growth.
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Thursday, November 29, 2018
The Fed Will Probably Stop Hiking Rates in 2019. What’s Next for Stocks / Stock-Markets / Stock Markets 2018
By: Troy_Bombardia
Well that was quick. Less than 2 months ago Fed chairman Powell said that interest rates were “far below neutral” (implying that rates needed to be hiked much more). After the stock market has fallen 10%, Powell now thinks that “interest rates are close to being neutral” (implying that fewer rate hikes are needed).
The stock market rallied on this news.
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Thursday, November 29, 2018
Love. Fear. Inflation. A Precious Metals' Trifecta / Commodities / Gold and Silver Stocks 2018
By: MoneyMetals
By David Smith: Going forward, there are – and will continue to be – three primary drivers of global physical gold (and silver) demand.
During certain times in the past only one or two of these elements provided most of the momentum.
However, as we move into 2019, and for possibly the next 5-10 years, all three will be in play. They will operate synergistically to consistently motivate increased precious metals' buying around the globe. This will happen, even as meeting that demand with sufficient new supply becomes problematic.
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Thursday, November 29, 2018
BEA Leaves US 3rd Quarter 2018 GDP Unchanged at 3.50% / Economics / US Economy
By: CMI
In their second estimate of the US GDP for the third quarter of 2018, the Bureau of Economic Analysis (BEA) reported that the US economy was growing at a +3.50% annual rate, up +0.01% from their previous estimate but still down -0.66% from the prior quarter. The +0.01% improvement in the headline number masks a troublesome shift in the composition of that growth from consumer spending to even more inventory growth. The headline contribution from consumer spending on goods and services weakened by -0.24% and the growth is now lower than the prior quarter. Offsetting that was an upward revision to inventories (+0.20%), which are now reported to be growing at a +2.27% annualized rate. As a consequence, the BEA's "bottom line" measurement of the economy (the "real final sales of domestic product") was revised downward by -0.19%, now dropping by over four percent (-4.10%) from the prior quarter.
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