Speculators in commodity futures basically open a bet if another trader can be found to take the other side. In the majority of cases, the bet is closed out before expiration, settled in cash without the actual “stuff” changing hands. That got me thinking. GLD and other gold ETFs are doing something very different [...]
Fellow financial blogger Charles Kirk of The Kirk Report wrote to let us know that SIGM (NASD:SIGM) would make a good candidate for sentiment cycle analysis. As usual, we applied our analytics to the daily chart along with the widely-watched 50-day and 200-day moving averages. The pink/cyan dots provide potential entry/exit signals while the price [...]
It was May 2005 when I saw the first “assignment of contract” listings posted in the windows of real estate offices where I lived in Yaletown, arguably the home of the most expensive apartments in Canada. Today, there are probably 20-30 cranes standing within a two square mile area as bad news starts to come in. [...]
After publishing the first installment of Build Your Own Investment Portfolio, Mebane Faber from World Beta sent me a link, reminding me to bring up risk parity portfolios. I first saw the concept a few years ago when The Quant pointed me to Ray Dalio’s Engineering Targeted Returns and Risk (more at Bridgewater). [...]
The Booyah list is comprised of featured and game plan stocks mentioned by Jim Cramer on Mad Money. The stocks are listed in alphabetical order below. Click on the headers to sort by column. Want more ideas? Get your All Access Pass to our research. [TABLE=103]
Our research shows that steel has been quietly moving up the ranks in terms of performance. The major steel indexes — SIG Steel Producers Index, AMEX Steel Index, and DJ Wilshire U.S. Steel Index — are all up nearly ten percent since January 2008. So of course, it was interesting to read an article [...]
The March 3, 2008 issue of Canadian Business has the latest on the ex-Amaranth trader, but what intrigues me is how ex-Enron John Arnold’s Centaurus Energy was playing the other side. “Always two there are; no more, no less: a master and an apprentice,” said Yoda of the Sith Lords while Darth Bane concluded, [...]
I was working today, and did not have time to write anything witty here. And the Winners Are… The stock scan conducted after the close on Wednesday found 93 winners and 24 losers. The top 50 winners are listed in alphabetical order below. Click on the column headers to sort the list. Our scan [...]