Dr Copper’s Negative Prognosis The best cure for low prices is — lower prices. A strong Dollar, declining demand growth rates in China amidst a demographic deceleration in the Western world have kept Copper and most commodities in a long term tailspin. It’s rare that commodities experience such protracted Bear…
How Goes Oil, So Goes the Stock Market Since North American petroleum production spawned an Oil Bear market in 2014, energy prices have had a commanding influence on stock prices. As US Stock prices repeatedly retested their previous highs last July and again in late December 2015, we witnessed an extreme negative divergence with…
Demographic Reality Hits China debt bubble, Oil junk credit crunch, commodity & emerging market depression, Russian brinkmanship and terrorism are the top themes for 2016. Only an exogenous event spiking Oil prices and 2nd quarter seasonality are likely to temporarily extinguish these negative themes continuing in 2016. Like the obesity epidemic warping our waste-lines, the primary anchor dragging…
{Alert: Long term stock market investors should have raised more cash this week as stocks crossed under their December lows today at Dow 17,116 & SP 500 Index at 1993. Stock market exposure was reduced from 90% to 85% as discussed in our 12/15/15 report (https://execspec.net/bad-news-2-gas-futures-trading-profits/) Traders have been 100%…
Fed Chairperson Janet Yellen and her FOMC raised the Federal Funds rate today by a quarter point as we and 80% of all analysts foretold. With the last economic data point of a strong labor market out of the way in early December there was virtually nothing that was going…
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