January 25, 2023 @ 11:06 pm | Breaking News |
Today I posted my two-hundred-and-twenty-seventh YouTube video: Trend of the Week Speculation and Investing This week’s Trend of the Week: Speculation and Investing. Prior to the bank earnings and guidance numbers being released a week ago, the market was on the...
January 9, 2023 @ 10:53 pm | Breaking News |
Today I posted my two-hundred-and-twenty-first YouTube video: Trend of the Week Watch Credit Card Debt After Christmas This week’s Trend of the Week: Watch Credit Card Debt After Christmas. Christmas is a huge anomaly when it comes to the stock market and...
January 5, 2023 @ 10:15 pm | Breaking News |
Today I posted my two-hundred-and-twentieth YouTube video: Everybody (Well, Almost Everybody Hates 2023 (Almost) everybody hates 2023. We’re just four days into 2023 and we’ve already had some negative reporting come from the IMF, (International Monetary...
December 26, 2022 @ 10:45 pm | Breaking News |
Today I posted my two-hundred-and-twenty-first YouTube video: Trend of the Week Oil is Back or 2023 This week’s Trend of the Week: Oil is Back for 2023. We’re looking at a great set-up for oil going forward into 2023. Oil performed well in 2022, so...
December 12, 2022 @ 4:00 pm | Breaking News |
Today I posted my two-hundred-and-fifteenth YouTube video: Trend of the Week Nattering Nabobs of Negativity This week’s Trend of the Week: Nattering Nabobs of Negativity. Spiro Agnew’s alliterative expression comes to mind as I listen to institutional Wall...
December 8, 2022 @ 10:11 pm | Breaking News |
Today I posted my two-hundred-and-fifteenth YouTube video: Quick Pick Pilbara Minerals This week’s Quick Pick is Pilbara Minerals (OTCMKTS: PILBF). Pilbara is an Australian hard rock lithium producer. Hard rock lithium comes from mining spodumene deposits as...
November 28, 2022 @ 7:26 pm | Breaking News |
Today I posted my two-hundred-and-ninth YouTube video: Is the Fed Confusing or Just Confused? Today’s topic: Is The Fed Confusing, or Just Confused? First, Mary Daly, president of the San Francisco Fed came out with a very mixed message about the Fed’s...
November 17, 2022 @ 7:51 pm | Breaking News |
Today I posted my two-hundred-and-seventh YouTube video. This week’s Trend of the Week: Time for Utilities? I think it is. Looking at Utilities Select Sector SPDR Fund (XLU), you can see the recent dip in utilities, which means yields are up. On top of that, I...
November 14, 2022 @ 7:20 pm | Breaking News, COP, Jubak Picks Portfolio, PXD |
Today I posted my two-hundred-and-fifth YouTube video. This week’s Trend of the Week: U.S. Oil Production is Not Rising as Expected. Oil prices have averaged $100 per barrel over 2022–a figure that would normally lead oil companies to expand production and...
November 10, 2022 @ 7:13 pm | Breaking News |
Today I posted my two-hundred-and-fourth YouTube video. This week’s Quick Pick is Anheuser-Busch Inbev (NYSE: BUD). Beer is a good counter-cyclical consumer good because demand for beer doesn’t really go down during a recession. Anheuser-Busch is a...
November 9, 2022 @ 11:18 pm | Breaking News |
Today I posted my two-hundred-and-third YouTube video. Today’s topic: Capital Cycles and Recession – they are not the same thing. When we talk about a recession, we’re largely talking about a consumer demand recession. Separately, there is a...
November 3, 2022 @ 7:23 pm | Breaking News |
Today I posted my two-hundred-and-first YouTube video: Quick Pick Brazil ETF EWZ This week’s Quick Pick is Brazil, iShares MSCI Brazil ETF (NYSEARCA: EWZ). While the election in Brazil isn’t totally over with an actual concession speech, it’s clear...
November 2, 2022 @ 10:27 pm | Breaking News |
Today I posted my two-hundredth YouTube video: Federal Reserve: Mind the Gap! Today is Ground Hog Day for the Federal Reserve. The U.S. central bank will announce whether or not it sees its shadow. It’s predicted to announce a 75 basis point increase in interest...
November 1, 2022 @ 6:53 pm | Breaking News |
Today I posted my one-hundred-ninety-ninth YouTube video: Quick Pick GM This week’s Quick Pick is General Motors (NYSE: GM). On Monday morning, October 25, GM announced third-quarter revenue earnings of $41.89 billion-slightly below the $42 billion that Wall...
October 19, 2022 @ 9:54 pm | Breaking News |
Today I posted by one-hundred-ninety-fourth YouTube video: China Retaliates, Act 2 of the U.S./China trade war. The National Congress of the Chinese Communist Party has rubber-stamped a third term as president for Xi Jinping–a move that required amending the...
September 21, 2022 @ 6:02 pm | Breaking News |
Ford (NYSE: F) came out on Monday with a pre-announcement on third-quarter earnings that was pretty grim – not just for them, but for the market and global economy as a whole. Instead of Ford’s expected $3 billion in operating profits for the third...
September 19, 2022 @ 7:24 pm | Breaking News |
My one-hundred-and-seventy-seventh YouTube video: “Trend of the Week Seasonal Patterns” went up today. For today’s Trend of the Week, we’re looking at the calendar and yearly stock patterns. September is notoriously the worst-performing month...
September 16, 2022 @ 11:21 am | Breaking News |
My one-hundred-and-seventy-sixth YouTube video: “Quick Pick Kroger” went up today. Grocery stocks aren’t very volatile. Normally. So when shares of Kroger, the nation’s free-standing largest grocery chain, went up almost 7.5% on Friday,...
September 14, 2022 @ 10:07 pm | Breaking News |
My one-hundred-and-seventy-fifth YouTube video: “The Fed’s Real Inflation Problem” went up today. The CPI numbers came out and they were disappointing with inflation running at an 8.3% annual rate in August. But the inflation problem is worst than...
September 12, 2022 @ 10:47 pm | Breaking News, Dividend Income Portfolio, VZ |
My one-hundred-and-seventy-fourth YouTube video: “Quick Pick Verizon” went up today. Verizon (VZ) is hated by everybody, but if you’re looking for a high-yield stock (safe but without a whole lot of price appreciation in all probability) with...
August 25, 2022 @ 11:07 pm | Breaking News |
My one-hundred-and-sixty-ninth YouTube video: “China is what a climate emergency looks like” went up today. I’m picking up the theme from last week’s video (It’s All About Water). China is experiencing a major drought, which is having not...
August 23, 2022 @ 3:46 pm | Breaking News |
My one-hundred-and-sixty-seventh YouTube video “Quick Pick Wolfspeed” went up today. My latest Quick Pick is Wolfspeed (WOLF), a cutting-edge chipmaker developing semiconductors beyond silicon. It’s not profitable yet and that gives me pause in the...
August 8, 2022 @ 6:59 pm | Breaking News |
My one-hundred-and-sixty-fifth YouTube video “Trend of the Week The Fed Talks but the Market’s Not Listening” went up today. The market has strongly rallied in the last month, in good part on the optimistic belief in a “soft landing” from...
August 1, 2022 @ 7:00 pm | Breaking News |
My one-hundred-and-sixty-second YouTube video “Earnings Not as Bad as They Could Be” went up today. Microsoft (MSFT) serves as my example. We’re seeing some companies that, despite very meager earnings growth, give investors the impression that...
July 28, 2022 @ 7:57 pm | Breaking News |
My one-hundred-and-sixty-first YouTube video “Quick Pick First Majestic Silver” went up today. This hasn’t been a great year for precious metals hedges. However, allow me to make the case for First Majestic Silver (AG), given the coming recession and...
July 14, 2022 @ 7:09 pm | Breaking News |
My one-hundred-and-fifty-seventh YouTube video “Inflation isn’t about to get better” went up today. Yesterday, we had new CPI inflation numbers, and the bar keeps pushing higher with annual inflation reaching 9.1% in June. I think if you are making...
July 13, 2022 @ 2:21 pm | Breaking News |
My one-hundred-and-fifty-third YouTube video “Trend of the Week: The Global Debt Bomb is Ticking” went up today. Overly dramatic? I don’t think so. In this week’s video, I look at the few countries that are leading what looks to me like a...
July 11, 2022 @ 7:52 pm | Breaking News |
My one-hundred-and-fifty-sixth YouTube video “Trend of the Week: India’s at a Danger Point” went up today. This week’s Trend video is a follow-up to my piece on the “Global Debt Bomb” from last week. Maybe default by Sri Lania or...
July 6, 2022 @ 9:16 pm | Breaking News |
My one-hundred-and-fifty-fourth YouTube video “Strong Dollar Hits Stocks–3 Things to Do” went up today. The biggest factor driving falling prices in commodities (ahem, oil) is the rising strength of the dollar. Believe it or not, the US economy is...
June 30, 2022 @ 9:38 pm | Breaking News |
My one-hundred-and-fifty-first YouTube video “Position Your Portfolio for the Recessioin–But What Kind of Recession”” went up today. I see it like this: How you should position your portfolio for the coming recession depends largely on how bad...