The debt bomb is going to explode in the United States. Artificially low interest rates helped keeping U.S. debt and interest payments contained but it cannot be contained for much longer because long term interest rates and inflation are rising and on such a scenario creditors will keep demanding higher premiums. (iShares Barclays 20+ Year Treasury Bond ETF (TLT), ProShares UltraShort Lehman 20+ Year ETF (TBT), 10- year U.S. Treasuries, 30-year U.S. Government Bonds)
Jan 30, 2017
Jan 25, 2017
If we are really going to make America great again, if we really are going to fix what is broken, we have to go through a restructuring of the economy. That in the short term is going to be painful. On the long run it will produce good results. Trump is promising a quick fix, that things are going to get better just because we have elected him. Unfortunately that cannot happen. (SPDR S&P 500 Index ETF (SPY), iShares FTSE/Xinhua China 25 Index (ETF)(NYSEARCA:FXI))
at 6:48 AM
Jan 23, 2017
I think to the extent that we get some of these protectionist type measure it is negative for the U.S. Dollar. It is not going to be a positive like some people think and the stock market and the bond market are very, very vulnerable here. (SPDR Dow Jones Industrial Average ETF (DIA), SPDR S&P 500 Index ETF (SPY), Nasdaq 100 Index ETF (QQQ), iShares Russell 2000 Index ETF (IWM))
at 4:09 AM
Jan 20, 2017
Jan 18, 2017
Gold is up 6 percent so far year-to-date, Silver is up better than 7 percent. Gold stocks (Market Vectors Gold Miners ETF (GDX)) are up 12 percent so far this year. That means that gold stocks are by far the top performing sector in sector. They were also the best performing sector in 2016. (SPDR Gold Trust ETF (GLD), iShares Silver ETF (SLV))
at 6:45 AM
Jan 17, 2017
If you take a look at some of the other currencies, the Canadian Dollar (CAD) is up 2.50 percent so far in 2017. The Australian Dollar (AUD) is up 4 percent so far in 2017. These are some pretty big moves early in the year.
Remember, everybody was bullish on the U.S. Dollar. That was the trade. It was so crowded, everybody was in it. Every strategist that I saw on financial news at the end of last year, early this year, said something like, "I am long the Dollar, short Canadian or short the Aussie, or short the Japanese Yen..."
Meanwhile all these currencies are going up and I think they will go a lot higher.
at 4:15 AM
Jan 16, 2017
I am very skeptical about the repeal of Obamacare. Potentially they will repeal it in some distant point in the future but it will still be around.
We need to get the government out of healthcare and get the free market in, so that we can have quality care at affordable prices. (UnitedHealth Group Inc(NYSE:UNH), CIGNA Corporation(NYSE:CI), Aetna Inc(NYSE:AET), iShares NASDAQ Biotechnology Index (ETF)(NASDAQ:IBB), Pfizer Inc.(NYSE:PFE))
at 7:22 AM
Jan 11, 2017
The countries where I am most optimistic about are Singapore, Hong Knog, New Zealand, Switzerland and Norway. There are a number of countries that I think are in much better shape than the majority of countries out there. There is where we should be investing, as their currencies are going to appreciate, their markets are going to appreciate in real terms. (iShares MSCI Singapore Index Fund ETF (EWS), iShares MSCI Switzerland Index Fund ETF (EWL), iShares MSCI Hong Kong Index Fund ETF (EWH))
at 9:45 AM
Jan 10, 2017
Bitcoin prices just collapsed in a very short period of time. This is huge volatility, we are talking about the price of Bitcoin changing by more than 25 percent in less than a 24-hour period. That is a huge drop in price! That is massive volatility, which is the reason why I have been saying that Bitcoin is not good as money because its too volatile!
at 8:10 AM
Jan 9, 2017
I think the more the stock market rallies before Trump is inaugurated the more it is going to fall after he is sworn in. (SPDR Dow Jones Industrial Average ETF (DIA), SPDR S&P 500 Index ETF (SPY), Nasdaq 100 Index ETF (QQQ), iShares Russell 2000 Index ETF (IWM))
at 7:17 AM
Jan 5, 2017
Gold up (SPDR Gold Trust ETF (GLD)), U.S. Dollar down, gold mining stocks (Market Vectors Gold Miners ETF (GDX)) up quite a bit, so far the year is not getting off to the type of start that all the experts were predicting. Again, I think that Wall Street experts are in for a big surprise based on how 2017 is going to shape out.
at 8:19 AM
Jan 4, 2017
I have a lot of energy related stocks in my portfolio. This energy rally (oil and energy related stocks), I think still has room to continue. On the contrary, the recent rally in financials is probably just a suckers rally. I am sticking stick with the energy related stocks, I am sticking with the miners. (Market Vectors Gold Miners ETF (GDX), Market Vectors Junior Gold Miners ETF (GDXJ), Energy Select Sector SPDR ETF (XLE))
at 6:08 AM
Jan 3, 2017
Jan 2, 2017
The Dow Jones Industrials Average (DJIA) 20,000 party is going to have to wait till 2017, although I would not necessarily buy a ticket for January as he will see if the sell-off that started last week may resume in this first week of the New Year. (SPDR Dow Jones Industrial Average ETF (DIA), SPDR S&P 500 Index ETF (SPY), Nasdaq 100 Index ETF (QQQ))
at 6:59 AM
- ► 2018 (85)
- The Debt Bomb is About to Explode in the U.S.
- Forex: Commodity Currencies (AUD, CAD)
- Trump: Short Term Fix Will Not Result
- The Stock Market is Very Vulnerable Here
- A Bull Run For Gold
- Markets: Gold, Silver and Gold Stocks
- Currencies Outlook: U.S. Dollar (USD), Australian ...
- We Need to Get the Government Out of Healthcare
- International Investing: The Countries I Am Most O...
- Bitcoin is Not Good as Money
- Stock Market: The More It Rallies, The Harder The ...
- Gold: A Very Strong Start To The Year
- Stock Market: The Energy Rally Still Has Legs
- Oil is Building a Lot of Support Above $50
- The Dow 20,000 Party Will Have To Wait
- ▼ January (15)
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