Silver as an investment

Category Archives: Technical Analysis

Get Out Now: SocGen Predicts Market Crash, Bear Market For The S&P

While the charade of sellside analysts releasing optimistic, and in the case of Barclays and Goldman “rationally exuberant”previews of the year ahead… … is a familiar, long-running tradition on Wall Street, rarely has the intellectual dishonesty and cognitive dissonance been quite so glaring: take Goldman, which while admitting that valuations have never been higher, and […]

Is Financial Argmageddon Bullish For Stocks? One Bank’s Surprising Answer

Everyone knows that after nearly a decade of capital markets central planning by the world’s central banks, “good news is bad news.” But did you also know that financial armageddon has become the most bullish catalyst to buy stocks? That’s the understated take-home message from the year ahead preview by Macquarie’s Viktor Shvets published last […]

Gresham’s Law

Authored by Ted Rivelle via TCW.com, This year’s Nobel prize in economics was awarded to Richard Thaler, a pioneer of behavioral economics. But there is a tale told by a lesser known Nobel laureate, Kenneth Arrow. As a World War II weather officer, he was tasked with analyzing the reliability of the army’s long-range weather […]

The ‘Junkie’ Market Is Back

Via Dana Lyons' Tumblr, The past few days have seen a reversal from substantial net New lows to substantial net New highs – a condition that has preceded poor performance in the past. We’ve posted several pieces in the past regarding what we’ve termed “Junkie Markets” – junctures characterized by a substantial number of both […]

Why We’re Buying Physical Gold with a $1700 Target

originally on marketslant.com For What it is Worth: We are buying Gold in our small family fund. This is a trade, not an investment. Potentially a much longer term trade for us than normal, possibly a 12 month hold as opposed to our 3 day positions. We are buying physical in quantities that will not need to […]

Goldman Discovers Something Odd: Stock Moves Are Increasing Even As Index Moves Are Decreasing

One wouldn’t know it by looking at the moves in equity indexes, but this earnings season has been unusually volatile for stocks, which however has yet to translate into bigger moves at the macro level. That is the bizarre observation made by Goldman’s derivatives strategist John Marshall (whose team grew by one when ex-Deutsche Banker […]

Dow Closes Green: GE Crashes, Bitcoin Bounces, & Junk Bonds Suffer Record Outflows

Baahhhhh…   The day started off with the 4th down day in a row for Japanese stocks…the biggest drop since April.   It was quite a day for a few key assets… GE collapsed… Chipotle crashed then ripped back…   EM Debt has been pummeled…

Great Voids Have A Way Of Filling

Authored by Sven Henrich via NorthmanTrader.com, I feel compelled to keep documenting reality to raise awareness of the ever larger market dangers which keep lurking underneath the current bubble. Indeed I keep seeing a great void not only in awareness but also in price discovery that have propelled markets to current levels leaving investors and […]

Eric Peters: “We Are Investing As If 1987 Will Happen Tomorrow, Because It Will”

Excerpted from the latest weekend notes from One River Asset Management, courtesy of CIO, Eric Peters Speculation “People are no longer investing, they’re speculating,” said the CIO. “Is that wrong?” he asked, not waiting for an answer. “Depends on what you’re speculating in.” Investors are implicitly worried about further price gains, they’re not really forecasting […]

Deutsche: Every Time We Asked “How Much Lower Could Vol Go” Things Would Become Unpleasant

According to Deutsche Bank’s Aleksandar Kocic, we live in a reflexive world, one where “the Fed knows that the market knows and the market knows that the Fed knows that the market knows, so everyone knows, but pretends that nobody knows and the game goes on.” That pretty much covers much of modern market analysis […]