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Summary 2022’s geopolitical tumult saw commodity prices spike. Only a strong dollar and China SARS-Cov2 lockdowns provided resistance to energy upside. For investors interested in diversified natural resources exposure, FlexShares showcases an enticing ETF. Macroe...
Summary This sequel to “The Contrarian’s All-Weather Retirement Portfolio” describes my top picks in each asset class and the rationale behind them. Compared to conventional portfolios, it is overweight value, small cap, foreign and commodity equities, shorter...
Summary The outperformance of either "value" or "growth" tends to reverse around recessions. In an economic expansion, an investment theme is often driven to excess. In the next expansion, the focus tends to shift to what has been underinvested in. While the commodity bull run...
We are seeing an increase in gasoline demand in North America, not a decrease. Exxon continues to rake in the cash as they touched quarterly revenue levels not seen since 2014. Exxon has increased its buyback plans from $10 billion to $30 billion by the end of 2023. Will we see mo...
Wages are rising rapidly to try to keep up with the pace of inflation. We think that this is leading us to the early stages of a wage price spiral. During periods of high inflation, traditionally, real assets prosper while traditional assets suffer. So traditional assets typically suf...
Petrobras talks about wanting to replicate Exxon Mobil's Guyana assets, just go straight to the source. The company is building up its upstream and integrated asset portfolio increasing margins. The company will be earning $10s of billions in profits which it can utilize for share...
This article provides data and examples for how (and why) various assets typically perform during stagflationary environments. Bonds and growth stocks tend to have the most trouble. Value stocks, commodities, and real estate are typically the places to be. Some cash can also help ...
Due to Russian aggression in Ukraine, the Russian Federation is facing tremendous multi-level sanctions. In the short and medium term we expect Russian exports and imports to significantly decrease, the fall however will differ depending on the industry and transport mode. In the ...
Four revealing stock market charts send mixed signals. Market timing is not the answer. Adopt and maintain an all-weather portfolio. For further details see: Investing When Key Market Charts Conflict
A look at the causes of price inflation. An exploration of why price signals are important. Several examples of price signals and what they are likely telling us as market participants. For further details see: What Price Signals Are Telling Us
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2024-04-22 00:22:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...
2024-03-02 10:52:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...
2024-02-20 20:12:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...