ONE-TWENTY TWO: Trading Financial Markets
Since the year 2000, delivering a different narrative for students and fans of financial markets: stocks, options, currencies, Bitcoin, and more…
This is an excerpt from an article I originally published on Seeking Alpha. Click here to read the entire piece.) Commodities across the board have suffered mightily during the stock market’s recent correction. In the first phase of the sell-off (from late July to early August), a few commodity-related stocks triggered buys by erasing all … Read more
Many technology stocks have rebounded sharply off their August lows. Stocks like Amazon (AMZN) and Apple (AAPL) have even managed to register fresh all-time highs in the past week. On the other hand, Google (GOOG) has gone nowhere in about two years and now faces overhead resistance yet again. In today’s trading, GOOG was turned … Read more
(Hat tip to a friend of mine who passed along this news to me and highlighted its significance). On Thursday, Sept 1, Genesee and Wyoming Inc (GWR), finalized its acquisition of Arizona Eastern Railway (AZER) from Iowa Pacific Holdings, LLC of Chicago, IL. GWR paid $90.1M in cash. GWR is a diversified railroad company operating … Read more
(This is an excerpt from an article I originally published on Seeking Alpha. Click here to read the entire piece.) While the stock market was oversold, I focused on accumulating beaten-down, commodity-related stocks as part of my “commodities crash” playbook as explained in “Profiting from Physical Assets in a Resource-Constrained World – Rules and Picks.” … Read more
(This is an excerpt from an article I originally published on Seeking Alpha. Click here to read the entire piece.) Trades continue to trigger in the on-going sell-off in commodities. In my last listing of commodity stocks that have erased all their post-QE2 gains, I did not include stocks in agriculture, oil, or natural gas. … Read more
(This is an excerpt from an article I originally published on Seeking Alpha. Click here to read the entire piece.) In Tuesday’s statement on monetary policy, the Federal Reserve decided to reassure markets that interest rates are likely to stay at “exceptionally low levels” at least through the middle of 2013…{snip}…This dramatic change in the … Read more
(This is an excerpt from an article I originally published on Seeking Alpha. Click here to read the entire piece.) In July, I used ideas from Jeremy Grantham to lay out a case for taking advantage of a coming “commodities crash” to invest in and prepare for a future resource-constrained world: “Preparing for Profits in … Read more