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...

Tuesday November 22, 2016

Markets Could Fall 15%, If This Is True

By all accounts, the Fed Reserve is ready to hike rates.

According to the CME Group, there’s now a 95.4% probability the central bank could raise rates by 50-75bps on December 14, 2016.

If true, the markets could...

Thursday November 17, 2016

The Marijuana Vote: Controversial or Not, It’s Worth Billions… to You

Talk of legalizing marijuana in the U.S. grew like a… well, you get where I’m going.

As controversial as the topic is, it’s also one of the most explosive.

Four states had already legalized its recreational use, expanding the market 17% to $5.4 billion in 2015.  In Colorado, marijuana sales exploded $996.18 million the same year.

Tuesday November 15, 2016

The Commodity Bear Market is Dead

Five years after it began, the commodities bear is dead.

The Bloomberg Commodity Index -- down as much as 56% since then – is now up 21% since 2016 began, a strong indication that...

Thursday November 10, 2016

The Federal Reserve: To Hike or Not to Hike?

If you thought the chaos was bad leading up to the U.S. elections, wait until December.

That’s when the Federal Reserve is very likely to raise interest rates by a quarter point.  And if that happens, we could see a repeat of the incredible sell-off we saw in January.

The Fed is under the assumption that all is well in the economy.

And by some accounts...

Tuesday November 8, 2016

Gold: The One Clear Winner of the U.S. Election

Abysmal. Terrible. Confusing. Cluster… you get the idea.

These are just some of the words traders and investors have been using to describe the market in recent weeks. 

With the U.S. election next week, a disintegrating OPEC deal, and the Federal Reserve prepared to raise rates in December, there’s been a...

Thursday November 3, 2016

Q3 GDP Growth: Thank You, Soybeans?

After quarters of 1% growth, we finally got the news we were hoping for.

The kick in the pants that would goose the markets, and the perception all is well.

The U.S. government reported that GDP expanded at a 2.9% annual pace in the third quarter of 2016 – a nice jump from the first half of the year when we grew by 1%.

It was also well ahead of consensus estimate for 2.5%.

But before you cheer the “great” news that comes just days ahead of elections, know this:

Tuesday November 1, 2016

The Chances of an OPEC Deal are Slim

When OPEC met the other month, there was a general sigh of relief.

Granted, all they did was agree to agree to potentially curb production in November. 

But it was a start.  And no one expected it.

Its part of the reason oil has...

Thursday October 27, 2016

OPEC Oil Production: Why We Don’t Expect a November Deal

It’s an absolute mess.

After dipping to a low of $39 in August, oil rallied to a high of $51.19, on hopes that OPEC and non-OPEC countries can put aside their difference and curb oil production.

Even Russian President Vladimir Putin has said the country was ready to join OPEC efforts to curb supply. Unfortunately, there’s just one small problem with that...