Overall Brazilian equities are now at their most undervalued levels since the impeachment of the president in 2016. Additionally, these stocks are being traded at similarly low multiples as they were during the global financial crisis. Unlike US markets that …
Brazilian equities are historically cheap even relative to global commodity producers. The last time we saw such undervalued prices was in the early 2000s, when Brazilian stocks entered a bull market. It is one of the most natural resource-rich economies …
by Michael I am extremely concerned by what I am seeing in the housing market. When the Federal Reserve decided that it was going to start aggressively hiking interest rates, it was obvious that there would be a housing crash. …
China is stockpiling food at historically high levels and now has more than half of the world’s maize and other grains. By mid-2022, the country is estimated to hold 69% of the world’s corn reserves, 60% of rice, and 51% of wheat. At …
by Delicious_Reporter21 There is an interesting article back from 2018 that says If you had bought the SPY at the last second of trading on each business day since 1993 and sold at the market open the next day — …
Found this 2018 article, interesting/fun fact: The Stock Market Works by Day, but It Loves the Night If you had bought SPY at the last second of trading on each business day since 1993, and sold at the market open the …
by confoundedinterest17 Yesterday’s GDP report was great with real GDP growing at a 6.4% annualized pace. To get 6.4% annualized GDP growth, The Federal Reserve had to print a massive amount of money. Even with a great GDP report (preliminary), M1 money velocity …
by Dave Kranzler of Investment Research Dynamics “The monetary authorities running the paper-money schemes of the present are anxious to forestall significant rises in the paper price of gold, because such rises would diminish confidence in the lasting value of the paper money …
https://twitter.com/NorthmanTrader/status/1075362089781354496 https://twitter.com/NorthmanTrader/status/1075359150144671744 pic.twitter.com/ib0p6TQeOz — M/1_LP (@MI_Investments) December 19, 2018 https://twitter.com/OccupyWisdom/status/1075385528374226944 Yield Yield Yield – this chart says we are PRESENTLY IN A MAJOR BEAR MARKET NOW $SPX pic.twitter.com/TBpOGeipQN — mcm-ct.com (@mcm_ct) December 19, 2018 Corp bond issuance,,,,,same double top formation …
Guest post by thinkofanamefast Market profit margin ratios are around 10% vs perhaps 7% historically. Combined with PEs being high (although Birnyi associates has 17 for 1 year forward (not bad but a lot due to tax cuts, repatriation, and …
Guest post by incogthrowawayofthed Whenever I see someone bring up leveraged ETFs, the first responses I see are people saying you can’t hold them long term due to “beta/leverage decay.” Beta decay is really just another name for compounding. Beta …
by Martin Armstrong QUESTION: I too live in New Jersey, hopefully not for long. I put my house up for sale to get out of town between the taxes and the climate turning colder, it’s time to leave. But probably half …
Diamond and Silk made a special appearance on Fox and Friends earlier today, where they blasted Jay-Z and his hypocritical comments. Diamond and Silk told the Fox and Friends hosts: “Liberals – they’re trying to use their influence and their …
by Jeff Clark, Senior Precious Metals Analyst, GoldSilver You undoubtedly know that 2017 was a record-setting year for the broad stock markets. And while gold was up last year despite numerous headwinds, most mainstream investors aren’t paying much attention to gold since …
by Robert Carbery While history points to likely Democratic victories in the upcoming midterm elections, the numbers show a very different story that does not bode well for the left’s chances in peeling back the right’s hold on power …
by Dana Lyons Seasonality in stock investing is a tricky thing. In one way, some of the most profitable and a reliable timing systems are those which depend only upon seasonality. On the other hand, emotionally and rationally, they are extraordinarily …