In a blog post entitled: Signals Through the Noise, Citigroup CEO Jane Fraser noted that we are entering a new phase of globalization. One less defined by cooperation, and more by strategic self-interest. She posited that long-held assumptions are being challenged, not just by tariff announcements but by a deeper confidence shock. If you’re looking to markets for clarity, you might be…
Over the past 9 years, gold prices have soared nearly 200%. And this run may not even be close to done. Last month, JP Morgan put out an investor note suggesting that gold prices will cross $4,000 per ounce. This, based on increased recession probabilities as a result of Trump’s trade war. Analysts from the investment bank expect gold to…
Oil prices fall and oil prices rise. But if you’re smart, you can make money from both scenarios. On January 15th, oil topped out at $80.77. Monday, they hit a low of $55.30. In less than 4 months, the price of oil has plummeted more than 37%. Not great for oil bulls, but an excellent opportunity for those who saw…
What do you do if your company has 50% of its production capacity in China, and competition in China along with rising trade tensions between the U.S. and China is really starting to hurt? If you’re Elon Musk, you hop on a plane for a meeting with the #2 man of China’s communist party and see if you can work…
So, how do you pick a stock to trade? The first rule of thumb is to ignore the market darling, the crowded trade, the stock that is front and center on every finance website. Because by the time you are reading about it, the trade is over, topped out, done. Let it go, man. These are special situations that can…
Silver just hit a two-year high and is close to breaking out above a five-year high. Things like oil, gold, and copper are undervalued and looking for a reversal to the mean. This trend could continue as the market broadens out from the Big Seven. The question you have to ask yourself is how do you play it. I like silver…
The ticker for the Russell 2000, which is the bottom 2000 stocks of the Russell 3000 index, is RUT. RUT is an index of small- and medium-sized companies with a mean market cap of $900 million. Traditionally, it performs better than large blue-chip stocks but that hasn’t been the case of late. Investors have been chasing the “Magnificent Seven” stocks…