by Dana Lyons Monday’s market breadth was historically poor given the performance in the major averages. Like a breath mint for halitosis, sometimes the performance in the popular, cap-weighted stock averages can mask underlying weakness in the overall market breadth (i.e., advancing vs. declining stocks). As such, market conditions may not be quite as robust … Read more
Equity Options Lean Heavily Bullish – Matter of When, Not if, Current Greed Gives Way To Fear US equity indices have had massive gains in the past four months. In the options market, calls heavily outweigh puts – to a point where it is beginning to look dangerously lop-sided. If past is prologue, during such … Read more
by Sam Biggs via Kenesis Investment and precious metals industry industry insights on the outlook for gold In recent weeks, the gold price broke through the $1800 per ounce mark, a longstanding barrier of resistance. Andrew Maguire, precious metals expert, and David Tice, investment specialist have observed indicators in their respective industries that suggest this positive … Read more
by Brandon Smith The most frequently asked question I get these days is what is going to happen in November, 2020. The election seems to be on the majority of people’s minds even more so that the coronavirus pandemic. In the summer of 2016 I accurately predicted that Donald Trump would enter the White House and met endless opposition to … Read more
by Craig Hemke via Sprott Money News July 21, 2020 It may or may not happen at next week’s FOMC, but that hardly matters. What’s important is that a policy shift is coming and the impact upon the precious metals will be significant. Many times already in 2020, we’ve utilized this space to explain why negative real interest … Read more
by jessefelder The following is an excerpt of a Chart Book featured on The Felder Report PRO: Just three stocks, Apple, Amazon and Microsoft, make up more than 16% of the S&P 500 Index and over a third of the Nasdaq 100 Index. Together they are now valued at nearly $5 trillion. That’s larger than the … Read more
by coolcomfort123 https://www.cnbc.com/2020/07/22/microsoft-msft-earnings-q4-2020.html Earnings: $1.46 per share, adjusted, vs. $1.34 per share as expected by analysts, according to Refinitiv. Revenue: $38.03 billion, vs. $36.50 billion as expected by analysts, according to Refinitiv. Growth of Microsoft’s Azure cloud slowed to 47% from 59% in the previous quarter.
by visualcapitalist Healthcare vs. Military Spending, by Country Keeping citizens both healthy and secure are key priorities for many national governments around the world—but ultimately, decisions must be made on how tax dollars are spent to accomplish these objectives, and funding must fall into one bucket or another. This infographic from PixlParade examines how much 46 different countries … Read more
by howmuch Congress is now negotiating another round of economic stimulus to counter the coronavirus, and it still remains to be seen exactly what will be in it. The Paycheck Protection Program (PPP) was one of the biggest planks of the previous stimulus effort, offering small businesses forgivable loans in exchange for keeping workers on their payrolls. … Read more
by ihasanemail I don’t care if TSLA goes to $2,000 after earnings tomorrow. I’m not sticking around to find out, good luck to the call buyers that are still holding. I bought 400 shares in 50-100 share increments the second half of 2018, cost average was around $335. I started selling in increments last week, … Read more
https://t.co/4LmhUA8LLi — M/1_LP (@MI_Investments) July 22, 2020
🇺🇸 #SPX | #Insiders Who Nailed Market Bottom Are Starting to Sell Stocks – Bloomberg*Sell-buy ratio jumps to the highest level since 2017*Link: https://t.co/S69jXGlG2U pic.twitter.com/gAfewZT0I0 — Christophe Barraud🛢🐳 (@C_Barraud) July 22, 2020 Insiders Who Nailed Market Bottom Are Starting to Sell Stocks As U.S. stocks climb to their most expensive levels in two decades, the … Read more
Analysts expect V shape pic.twitter.com/Hed86aSBlV — Win Smart, CFA (@WinfieldSmart) July 21, 2020 S&P Earnings Yield pic.twitter.com/clZXOAGfAk — Win Smart, CFA (@WinfieldSmart) July 22, 2020 S&P PROFIT MARGINS pic.twitter.com/oJJrs1lvfH — Win Smart, CFA (@WinfieldSmart) July 21, 2020 That sound you hear is Trent Reznor screaming. pic.twitter.com/zuLI4fNkkA — Rudy Havenstein, Senior Markets Commentator. (@RudyHavenstein) July 22, … Read more
https://twitter.com/NorthmanTrader/status/1285644579811864576 Jeff Bezos is now personally worth more than Nike, McDonald's, Costco, and almost 50% of the Dow https://t.co/WZcrWHzbQt — Business Insider (@BusinessInsider) July 22, 2020
Potential fallen angels pic.twitter.com/9sM5y8rMNq — Win Smart, CFA (@WinfieldSmart) July 22, 2020 Unprecedented Decline: One-Fifth Of All American Department Stores Have Closed Since 2018 via @forbes $JCP $M *and more than 30% of anchor spaces are vacant today* (my own analysis) —> this could grow to 50% in the next few yearshttps://t.co/8j9ElVuqDM — Catie McKee … Read more
The Federal Reserve has literally become the new version of the worst of Fannie Mae / Freddie Mac…. except for stock markets🤦♂️ 👇@ericrosengren @judyshel @neelkashkari @RaphaelBostic @marydalyecon @RobSKaplan @steveliesman @NickTimiraos @michaelsderby https://t.co/6dlq9I9Lay — M/1_LP (@MI_Investments) July 22, 2020 One of these days, the MMT believers will have to confront the real cost of the Debt … Read more
by UPFINA If you aren’t an experienced investor or one that studies history, you will easily get swept up by the cycle. It’s almost impossible not to get swept up by the rally in the big internet stocks which has accelerated this year. Paul Singer stated, “As a runaway bull market persists, its relentless vacuum cleaner eventually … Read more
https://www.youtube.com/watch?v=-YYsGIfOryg
Why is silver breaking out now and the Dollar as measured by the Dollar Index (DXY) is weak?
We should all join @realDonaldTrump in advocating to stop our endless wars. Liz Cheney not only wants to stay forever, she’s leading the fight to try to stop him from leaving. Unacceptable. https://t.co/yCS93P3zos — Rand Paul (@RandPaul) July 21, 2020