SII: COMMODITIES – THE EV REVOLUTION – LITHIUM INVESTING The EV Revolution? – The trouble with Lithium investing The rise of electric vehicles has been nothing short of spectacular. Just a decade ago, few could have imagined the level of interest from major manufacturers in producing EVs. Much of the credit goes to Tesla – their […]
TRIGGER$ November 2017
SENTIMENT – THERE HAS NEVER BEEN SUCH A CONCENTRATED PERIOD OF DAILY/WEEKLY/MONTHLY RECORD CLOSES
SENTIMENT – THERE HAS NEVER BEEN SUCH A CONCENTRATED PERIOD OF DAILY/WEEKLY/MONTHLY RECORD CLOSES “Stocks keep winning” – Says Sentimentrader Source: Sentimentrader Not time to be a bear yet, if history is anything to go by! There has never been such a concentrated number of record closes. Stocks don’t normally crash from all-time highs – historical […]
SII: HARD ASSETS – GOLD MINER BULL TRENDS SINCE 1942 – SOMETHING IS HAPPENING HERE?
SII: HARD ASSETS – GOLD MINER BULL TRENDS SINCE 1942 – SOMETHING IS HAPPENING HERE? The start of something big? Gold miners bull trends since 1942 Source: Incrementum; ‘In Gold We Trust Report’ Gold mining shares entered a new bull market in January 2016 when gold turned. The bull move has seen a 180% rise […]
RETAIL: AUTO – HURRICANE REPLACEMENTS NEARLY COMPLETE – “VICIOUS CYCLE” SOON TO RESUME!
RETAIL: AUTO – HURRICANE REPLACEMENTS NEARLY COMPLETE – “VICIOUS CYCLE” SOON TO RESUME! — SOURCE: 10-30-17 Blinders Off’s Daniel Ruiz via RealVision.com, – ” The Wait Is Over” — Before I get started, I’d like to share a few important things that will help bring perspective to my analysis. Eighty-six percent of consumers purchasing a new vehicle use financing. The […]
A $2 TRILLION HOLE: “IN 2019 CENTRAL BANK LIQUIDITY ACTUALLY TURNS NEGATIVE
A $2 TRILLION HOLE: “IN 2019 CENTRAL BANK LIQUIDITY ACTUALLY TURNS NEGATIVE — SOURCE: 10-27-17 ZeroHedge – “The $2 Trillion Hole: “In 2019, Central Bank Liquidity Finally Turns Negative” — In all the euphoria over yesterday’s “dovish taper” by the ECB, markets appear to have forgotten one thing: the great Central Bank liquidity tide, which […]
CURRENCIES EURUSD: NEW PAIN IN THE EURO MAY HAVE JUST BEEN LAUNCHED BY DRAGHI?
CURRENCIES EURUSD: NEW PAIN IN THE EURO MAY HAVE JUST BEEN LAUNCHED BY DRAGHI? — SOURCE : 10-27-17 ZeroHedge – “Why For Euro Bulls The Pain Is Only Just Starting” — Judging by the 200 pip tumble since the ECB’s meeting on Thursday, the EURUSD was at 1.1614 moments ago, the unexpectedly dovish taper clearly […]
THE UNHOLY TRINITY
THE UNHOLY TRINITY AN UNHOLY TRINITY To fully appreciate the conundrum the Fed presently faces we need to understand the importance of three major activities operating independently yet intertwined in three different areas of investment influence. CENTRAL BANKS have been heavily committed to QE & ZIRP after the 2008 Financial Crisis. The has produced Credit […]
THE FOMC’S NOVEMBER 1ST MEETING CONUNDRUM
THE FOMC’S NOVEMBER 1ST MEETING CONUNDRUM WHAT IS THE CONUNDRUM? The Federal Reserve has been very clear through its’ forward policy guidance that it will slowly increase the Fed Funds Rate. “Slow” should more appropriately described here as at a “Glacier Pace”! Additionally the Fed plans to gradually reduce the central banks balance sheet at […]
INSTITUTIONS ARE SELLING TO RETAIL INVESTORS AT AN UNPRECEDENTED PACE
INSTITUTIONS ARE SELLING TO RETAIL INVESTORS AT AN UNPRECEDENTED PACE –SOURCE: 10-20-17 ZeroHedge – “Institutions Are Selling To Retail Investors At An Unprecedented Pace” — According to the latest EPFR fund flow data compiled by BofA’s Michael Hartnett, the great “institutional to equity” stock holding rotation is accelerating, with another $8.8bn allocated to equities, more than all […]