It’s now to the big wheels and wings of the weapons industry that we turn our attention, to reiterate and update some sentiments we first offered on the sector back in mid-November of last year in a letter called Oh, the Outrage!
Oil vs Wheels (IYT,USO) It’s the interplay between the following two factors that we’re keeping our eye on these days, the better to apprehend the market’s immediate trajectory: oil and ‘market leaders’. We’ve discussed this combo before, and how they work together. The ‘leaders’ are the current sexy tech group, not related […]
Movie Lover’s Intermission (NFLX,JPM) If there’s one thing we’ve come to rely on over the last couple of decades, it’s the resiliency of tech – or at least the resiliency of the tech investor, a love junkie so consumed with his heart’s one desire that he keeps coming back – even after taking repeated […]
Profit Gobble (NIB,DBC) A farmer friend of mine says he wouldn’t be in any other business. He raises beef cattle, chickens (for eggs) and has a small herd of dairy goats, and he’s convinced that it’s an enterprise that can’t fail, regardless the economic forecast, if things are managed properly. And we’d agree, […]
Long Wash Cycle (TLT,SLV,XLB,XLK) Intermarket analysis is a helpful tool for the technical trader attempting to anticipate the next big move in the investment universe. What is it, exactly? Well, over time, certain cycles are evidenced in the movement of stocks, bonds, commodities and the dollar, with associated relationships also seen between Emerging Market debt […]
Shares of McDonald’s (MCD) were trading lower after the company announced that their sales fell in February. The company said that sales were down 1.4% at established chains in the U.S.
The Labor Department reported that there were an addition of 175,000 new jobs added in February even with the harsh winter weather that swept across the country.
Just a couple of items, friends, before we get carried away and all hell breaks loose.
The first issue is Tesla (NASDAQ: TSLA), the company that built a magic car that flies you to the moon and back and pays you cash money for your trouble.
Shares of General Electric (GE) were trading slightly higher after the company announced that their CEO, Jeff Immelt, would be spending his entire bonus for 2013 on shares of the company’s stock.
Shares of Ford (F) were trading lower as they reported sales that were down last month. As with many others, they are placing the blame on the sweeping cold weather that has been hitting the U.S. and a drop in fleet sales.
The National Association of Realtors announced that pending home sales were up in January. Pending sales were up 0.1% to a total of 95.0 for the first month of 2014.
The price of ensuring corporate bonds is now at its lowest level since the Lehman crisis, and with it, MBIA’s business is exposed to less riskmaking it more palatable to investors seeking stability.
Sometimes the market provides investors with gifts—great entry points for stocks of up-and-coming companies which are flat-out performing and profitable. Right now, I believe that’s the case with EnviroStar, Inc., a “low-floater” that just reported blowout earnings, and whose share price should be in line for some nice gains ahead if you’re patient enough to […]
It’s been a rough and highly volatile start to 2014 for market players. That makes now an opportune time to look at the performance of some recent recommendations and close out some older OTC positions, as the “easy money” bull market days of 2013 appear to be coming to at least a temporary halt. Fusion […]