Tag Archives: equities

  • News

    Bad Payrolls & Rented Mules

    Weekly Market Commentary 8 October 2021
    by davefairtex

    Sunday, October 10, 2021, 8:00 AM

    24

    Please note: there will not be a Weekly Market Commentary next week (15 October 2021) because Davefairtex will be on vacation. It was another bad payrolls report; headline +194k, with +475k expected. Friend-of-the-site Wolf Richter has a breakdown of this very complicated employment picture. People Not Looking for Work, Labor Force Drops. But Households Report…

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  • News

    COMEX Delivery Wednesday, Not Capable of Inducing Genetic Changes in Human Cells

    Weekly Market Commentary 1 October 2021
    by davefairtex

    Sunday, October 3, 2021, 7:41 PM

    40

    Market Commentary Its hard to know where to focus right now – there is so much going on. First of all this was “COMEX PM delivery week”, specifically, Wednesday was the big delivery day. So guess what happened to silver on Wednesday? It got crapped on – and not by a little either. Silver plunged…

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  • News

    Dollar Rally Hurts PM, Monoclonal Antibodies for Everyone!

    Weekly Market Commentary 17 September 2021
    by davefairtex

    Sunday, September 19, 2021, 7:37 AM

    34

    Market Commentary There were three major economic series released this week: Retail Sales [+0.71% m/m], Industrial Production [+0.40% m/m], and CPI [+0.27% m/m]. The CPI was just a bad joke; it is up +4.38% y/y, with PPIACO up +16.16%. Someone should complain to the Trusted News Initiative gang that the harmful disinformation coming from the…

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  • News

    A Copper Mystery, Bubble Pop in China?

    Weekly Market Update 10 September 2021
    by davefairtex

    Sunday, September 12, 2021, 8:12 PM

    22

    Market Commentary It is time once again for PPIACO – the old-style Producer Price Index dating back to 1913!  Indexes aren’t so useful, unless they are translated into “percent change year-over-year”.  As with last month, PPIACO y/y change remains around 20%, which is the largest move since Nixon was in the White House, a few…

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  • News

    Bad Payrolls, Destroy the Village

    Weekly Market Update 3 September 2021
    by davefairtex

    Monday, September 6, 2021, 9:56 AM

    28

    Market Commentary Payrolls was the market mover this week – they came in a lot lower than expected [headline +235k], still perhaps 5M below pre-pandemic levels. Wolf Richter has a good article breaking down why things haven’t gone so well for payrolls. No, it’s not “delta”. As I’ve said before, if you pay people not…

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  • Blog
    Victor Moussa/Shutterstock

    The Cardinal Sin Of Investing: Permanent Impairment Of Capital

    How to avoid making it
    by Adam Taggart

    Saturday, September 16, 2017, 12:47 AM

    2

    Permanent impairment of capital is the cardinal sin of investing.

    Well, today's markets present a clear and present danger of coming capital impairment for those who don't take prudent action in advance of a market downturn. Don't be guilty of inaction.

     

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  • Blog
    www.thereplicasmusic.com

    Van Halen, M&Ms, And The Next Market Downturn

    How watching the right indicators will avoid disaster
    by Adam Taggart

    Friday, September 1, 2017, 11:28 PM

    13

    Believe it or not, the rock band Van Halen found a brilliant way to teach how having good indicators is key to achieving success.

    This is extremely true for the world of investing, where you’re deploying capital based upon an expected future return. How do you determine when it’s a good time to enter into an investment? Once in it, how do monitor the conditions supporting your rationale for holding it — are those changing? And if so, are they getting better or worse? When should you exit the position?

    For all of these questions, the better the indicators you use, the more accurate and informed your decision-making will be. And the better your returns as an investor will be.

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  • Podcast

    Brien Lundin: If They Don’t Want You To Own It, You Probably Should

    The wisdom (and challenges) of owning safe haven assets
    by Adam Taggart

    Tuesday, August 15, 2017, 12:39 AM

    6

    One of the most perplexing mysteries to us is that right as the Federal Reserve embarked on QE3 — which was a huge, enormous, $85 billion a month experiment — commodities began a multiyear decline within two weeks of that announcement. Concurrently, the world’s central banks plunged the world into steeply negative real interest rates, a condition that has almost always resulted in booming commodity prices — but not this time. Today, the ratio between commodity prices and equities is at one of, if not the most, extreme points in history.

    To explain that gap, we talk this week with Brien Lundin, publisher of Gold Newsletter and producer of the New Orleans Investment Conference (where Chris and Adam are speaking on Oct 25-28):

     

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  • Insider
    wikimedia

    Off The Cuff: The Unsinkable(?) Market

    No data is too bad enough to stop its rise
    by Adam Taggart

    Friday, July 21, 2017, 6:06 AM

    0

    In this week's Off The Cuff podcast, Chris and Mish Shedlock discuss:

    • The Unsinkable Market
      • No data is bad enough to stop its rise
    • The Disappearance Of Volatility
      • Gone, but for how long?
    • Failing Pension Plans
      • A truly massive crisis in the making
    • Cash, Gold & Bitcoin
      • The only places for capital to find safety?

    During these doldrum days of summer, where no matter the news, today's "unsinkable" markets continue to march ever upwards, Mish shares his thoughts on what will finally cause asset prices to tank.

    Click to listen to a sample of this Off the Cuff Podcast or Enroll today to access the full audio and other premium content today.
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  • Insider

    Hoping For A Market Crash

    If we inflate much higher, the fall is likely to kill us
    by Chris Martenson

    Thursday, July 28, 2016, 5:32 AM

    36

    We desperately need to have new national and global conversations about everything from how we’ll feed everyone in 2050, to developing a coherent sustainable energy policy, to the fact that each year is hotter than the year before, to the idea that we’re living with a soul crushing sense of scarcity in a world of abundance.

    There’s lots that needs addressing, and the process should begin with letting go of the old narrative so that we can make space for assembling the new one.

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