The Trend

Monday February 20, 2017

Sears Holdings (SHLD): Why It Just Will Not Survive

There really is a sucker born every minute.

Quite a few of them bid up Sears Holdings (SHLD) yet again in recent weeks on nothing more than hope. Let’s be honest: The company may not be dead yet, but the box is built, the hole is dug, and the nails are in place.

Now, all we need is...

Thursday December 22, 2016

Why These Billionaires are Moving to Cash...

Mohamed El-Erian has never been a typical investor.

His understanding of the very crosscurrents impacting the investment world is impeccable.

In 1999, he dumped $2 billion of Argentine debt two years before the country defaulted.

In 2002, he took a bullish position on...

Tuesday December 20, 2016

Commodities That Are Gaining Momentum

There’s little doubt that a bottom has been reached in most commodities, especially in industrial metals, like copper and aluminum.

Let’s start with copper.

The metal – already up about 35% on the year – could see further upside, as...

Thursday December 15, 2016

Federal Reserve Hikes by 0.25%...

Let’s hope the Fed got it right.

The Fed raised its key interest rate by 0.25% this week, signaling confidence in an improving economy. 

It was the second time in 10 years the Fed has raised rates. The first came with disastrous results last December 2015.  While the rate hike signifies we no longer need the Fed’s crutches, that’s not exactly the case.

Monday December 12, 2016

DOW 20,000: What You Are Not Being Told...

Global markets are hitting new highs.

The press is clamoring for Dow 20,000… even 21,000.

There’s this incredible wave of euphoria that we’ve seen since Trump was elected. The US dollar has been skyrocketing.  Companies are announcing they’re bringing jobs back to the States.  Financial stocks are running on speculation of lax laws.

And we’re witnessing what may be the biggest post-election rally in history.

Thursday December 8, 2016

What Just Happened to Biotech?

“Price gouging like this in the specialty drug market is outrageous. Tomorrow I’ll lay out a plan to take it on…”

That’s what Hillary Clinton tweeted in September 2015.

The impact of such news on biotech was devastating.

Tuesday December 6, 2016

The Fed is about to make a Big Mistake - Again

Last December 2015, the Federal Reserve hiked rates by 0.25%.

Even that was too much. We weren’t prepared. Global markets lost trillions.

U.S. markets lost more than 2,100 points in weeks.

Unfortunately, the central bank is about to make the same mistake again.

Thursday December 1, 2016

OPEC Cuts: This Hasn’t Happened Since 2008

It happened.

For the first time in eight years, OPEC members agreed to cut production by 1.2 million barrels a day to 32.5 million. 

As a result, the price of oil soared 8.2% to $48.93 and could push higher to...

Tuesday November 29, 2016

The Thanksgiving Effect You May Not Be Aware of…

About 75% of the time since the end of World War II, markets have rallied over the Thanksgiving holiday. In fact, the Wednesday before the holiday and the Friday following have shown higher gains than your normal Wednesday and Friday.

This year was...