Concentration in the Stock Market

07/13/2018 2:34 PM

CNBC had a piece this week that looked at how top heavy returns in the stock market have been this year. They showed 3 stocks — Amazon, Netflix and Microsoft — alone make up more than 70% of the gains in the S&P 500 and Nasdaq 100 indexes: When you include Apple,...

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General Electric’s Upcoming Big Day

07/12/2018 6:50 PM

One of the most interesting companies these days has got to be General Electric (NYSE:GE). After falling from grace in the eyes of investors and eventually being removed from the Dow Jones Industrial Average's list of 30 stocks, a spot it has held continuously since...

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Gold And Silver Struggle As Sentiment Shifts

07/12/2018 6:21 PM

In yesterday’s analysis, we discussed how meaningful gold and silver’s pre-market decline was given a relatively small move in the USD Index. The implications were quite bearish for the PM market, especially that we had just seen a target being reached in gold stocks....

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A Key Sign of Optimism Hits a 17-Year-High

07/12/2018 2:43 PM

zeon

“Are we there yet?”

That question is nails down the chalkboard for harried parents.

But imagine that query from the lips of Wall Street’s talking heads, pundits and investment experts.

Recently they’ve all pointed at their favorite indicator, economic report or line on a chart as the demarcation for what was or will be the top for this bull market run.

But in the race to be the first — or maybe just the loudest — there’s one overlooked little indicator that tagged a high not seen since 2001.

Yes, that’s back to the late days of the dot-com bubble, when the economy experienced years of amazing growth.

And it shows where we are in this long run higher.

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Trade War Food Fight Aftermath

07/12/2018 2:07 PM

Oh so predictable… As per this excerpt from yesterday’s NFTRH update… [The Trade War] needs to be tuned out, because it is already factored in and is at this point a macro food fight with the combatants slinging hash (and eggs, bacon and bananas) at each other. The...

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How Our Leaders Misunderstand Trade

07/12/2018 1:52 PM

The confusion about trade is pervasive, from Trump to Canada's Premiers. The President keeps saying they run a deficit in goods as if they didn't get anything in return. That would be like your grocery store complaining they got nothing from you for the groceries you...

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