Silver as an investment

Category Archives: Dow 30

Small-Caps Seeing Historic Squeeze

For the last month we have been noting a dramatic divergence between Small Cap stock prices and their implied risk… We can only remember one such lengthy decoupling in recent history, and that did not end well… And of course this is all occurring as Small Cap earnings expectations plunge…   But now, as Dana […]

Trump Meets Tsipras, “Evil” Awkwardness Follows

Besides the traditional and quite forgettable exchange of diplomatic pleasantries during the first meeting between President Trump and Greek Prime Minister Alexis Tsipras on Tuesday, there were two remarkable highlights. The first was that Trump said his administration had informed Congress of a potential arms sale to update Greece’s F-16 aircrafts. “This agreement to strengthen […]

Black Monday 2.0: The Next Machine-Driven Meltdown

Authord by Ben Levisohn via Barrons, In the rise of computer-driven trading, some hear echoes of the stock market’s 1987 crash. Beware the feedback loop… Black Monday. Although the event to which those two words refer occurred 30 years ago, they still carry the weight of that day—Oct. 19, 1987—when the Dow Jones Industrial Average […]

The Crash Of ’87 Remembered: “It Was Clear The Acapulco Cliff-Dive Was On For Monday”

“The markets in a panic are like a country during a coup, and seen in retrospect that is how they were that day,” wrote a young Salomon bond salesmena named Michael Lewis, of the chaos he witnessed. “One small group of people with its old, established way of looking at the world is hustled from […]

Record High Stocks, Record Low VIX But Bitcoin, Bonds, & Bullion Bid

Buy it all… On the week – Stocks are up, Treasury Bonds are up, Corporate Bonds are up, Gold is up, Bitcoin is up, and WTI Crude is up…   Before we get started – consider the following…   And perhaps this will help explain last week's action compared to this week's? Everything reversed trend […]

The Donald Can’t Stop It…

Authored by MN Gordon via The Economic Prism blog, The Dow’s march onward and upward toward 30,000 continues without reservation.  New record all-time highs are notched practically every day.  Despite yesterday’s 31-point pullback, the Dow’s up over 15.5 percent year-to-date.  What a remarkable time to be alive. The President, Donald Trump, is pumped!  As Commander […]

Robert Gore’s “Hard Core Doom Porn”

Authored by Robert Gore via Straight Line Logic blog, It will be a crash like we’ve never seen before. SLL has been accused of trafficking in “doom porn.” Guilty as charged. If you don’t like doom porn, don’t read this article, it’s hard core. If you prefer feel good and heartwarming, there are plenty of […]

“Investing Is Not A Competition… It’s A Game Of Long-Term Survival”

Authored by Lance Roberts via RealInvestmentAdvice.com, Melt-Up Gains Traction Back in November, just following the election of President Trump, I wrote about the market entering into potentially the final “melt-up” phase of the cyclical bull market. However, while economic and fundamental realities HAVE NOT changed since the election, markets are pricing in expected impacts of changes […]

Small Cap Stocks Surge To ‘Most Overbought’ In 20 Years, Bonds Shrug

The largest secession movement since Brexit and the biggest mass shooting in American history… buy stocks!! Spain felt the pain…   The US market breaking helped to get things going early on…   Futures show the buying binge at Sunday's open – amid Catalonia's chaos – and then the debacle around the US open (as […]

SocGen: “Global Earnings Are Back To 2014 Levels; Stocks Are 15% Higher”

Is it QE or is it earnings? With the Dow starting off the final quarter with a bang, surging to new all time highs alongside the S&P, few care what is prompting the latest surge in risk assets, which is a problem because as One River CIO Eric Peters noted yesterday, we have gotten to […]