Breaking Bonds
The biggest beneficiary of the equity and high yield bond market selloff was the long end of the US Treasury Bond market. Price of long-term Treasuries rose as people sold…
Are the Financials the Canary in the Coal Mine?
The "risk" markets, both equity and high yield debt have had quite a recover since the Christmas. We are now seeing many analysts and market commentators turn from bearish to bullish.…
Netflix… Will the Show Go On?
Netflix, Inc., (NFLX) is engaged in the delivery of television (TV) shows and movies over the Internet. The company is organized into three segments: Domestic Streaming, International Streaming, & Domestic…
The Dollar’s Next Move
The US Dollar has been in a bullish trend for much of the past year. We think this is due to a few of macro factors that made the US…
Time to Revisit South Africa
The investment story of South Africa is one we talk about on these pages but one we rarely seen covered by the US Financial Press. This is a bit odd…
Precious Metals Update
On 22-November-2018 we discussed the investment potential of the major precious metals, gold, platinum, and silver. We put palladium aside as it is trading in its own world far above…
Here we go again
While we keep writing about our expectation for a continued selloff in the broad market averages, we are finding more and more really cheap stocks. But we are afraid to…
When Will We Hit Rock Bottom?
We are beginning to think it will be in January with an outside chance the mayhem continues until Early February. Equity markets have turned to from relentless selling to horrific back and…
Oil: The Market that Surprised us the Most
As any trading year comes to an end, we like to reflect on what we got right, we got wrong and what caught us by surprise. We thought for most…
Natural Gas… The Grand Disappointment
Natural gas started off the heating season with a pretty good rally. As we showed in previous posts, the fundamental supported that rally. The volume of natural gas held in storage…