We Are Shocked! OPEC Did Indeed Get Its Act Together
We have been bearish of oil because of growing production in the US by horizontal drilling, fracking, and improvements in exploration. At the same time, we have been skeptical of OPEC's…
Nickle | A Key Element for the Electric Car
We have been looking far and wide for opportunities as the world makes a slow transition from gasoline-powered cars to those driven by electricity. Tesla has been the obvious choice…
Gamestop (GME) | Beaten Up but Still in the Game
A trend in motion will stay in motion until it doesn't. We must remind ourselves of this self-evident truth, particularly at times when we anticipate a change in a cyclical or…
Analysis of the Income Tax Reform by Martin Armstrong
The Trump Tax Reform is a very major deal. There are seven brackets in today’s individual tax code. The Senate version of the Trump Reform is not a windfall for…
The Week Ahead 12/04/2017
What to Watch for this Week The Senate finally passed a tax bill by a slim margin with a vote of 51 – 49. Not surprisingly, the coalition built for…
Tax Reform, “The Gift That Keeps on Giving” | Is a Change in Equity Market Leadership Next?
We have mentioned a few times on this website and in our contribution to social media that tax reform is "the gift that keeps on giving." Every time it looks…
What Just Happened ? | Did Something Change Yesterday?
Yesterday, we witnessed a number of seemingly random events. This got us to thinking, was there any common cause for what happened or are these simply a cluster of random…
Just How Big Can This Bubble Get?
Yesterday, equities ripped higher on the hope/expectation that tax reform, the gift that keeps on giving to equity investors, was one step closer to getting passed. We know we are in…
Retail | A Tail of Two Stories | Looking at Averages Does Not Help
If you listen to the popular press, wall street analysts and financial pundits, you might think that retail sales are dead in the water. Taken to their logical conclusion, you…
The Week Ahead – 11/27/2017
What to Watch for this Week Welcome back from the Thanksgiving Holiday where we saw the S&P 500 rally to 2602 last Friday. Early reports show that Black Friday was…