Stocks & Equities

This fund’s investment performance rivals Bitcoin, puts Warren Buffett to shame

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Posted by Simon Black - Sovereign Man

on Wednesday, 17 January 2018 04:45

Screen Shot 2018-01-17 at 2.47.54 AMThere’s a really unique investment company in Europe you ought to know about… because they are insanely profitable.

In fact, a few days ago the company announced that they expect to report an annual profit of $55 BILLION for 2017.

That’s more money than Apple makes… which makes this European group THE most profitable company in the world. 

Its stock price has more than QUINTUPLED in the past three years, and nearly tripled in the last nine months.

Those are practically cryptocurrency returns. And it crushes the stock performance of Apple, Amazon, etc. 

What’s even more impressive is that, while Apple and other highly profitable companies like Berkshire Hathaway, PetroChina, and JP Morgan Chase often have tens of thousands of employees or more, these guys only have around 800.

It’s an absolutely amazing business… But I haven’t even told you the best part yet.

They have a LEGAL monopoly on their product.

Literally ZERO other companies are allowed to compete with them. So they have a lock on the entire market. It’s extraordinary. 

You might not be familiar with the company… but you’ve undoubtedly heard of its product.

It’s the Swiss franc.

And the company is Swiss National Bank (SNB), i.e. the central bank of Switzerland.

Yes, the Swiss National Bank is actually a publicly traded company, just like Apple or General Electric; it’s listed on the stock market in Switzerland under the ticker symbol SNBN.



Stocks & Equities

Why Shady Banksters May Be a Great Investment

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Posted by Connecting The Dots - John Mauldin Economics

on Tuesday, 16 January 2018 06:44

Bankers divide the population into two categories: “banked” and “unbanked.” They seek to bank all humanity, because these days, to be unbanked is considered the financial equivalent of homelessness.

The grammar is revealing here. “Bank” isn’t a noun referring to that institution with impressive columns that holds your money. No, bank is a verb because it is an action done to you, not something that exists for you.

While some banks are run by honest folk, others are almost indistinguishable from criminal organizations.

Still, those “banksters” may be one of the best investment opportunities of your life.

Image 1-20180116 CTD



Stocks & Equities

Semi Canary Still Chirping, But He's Gonna Croak in 2018

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Posted by Gary Tanashian - NFTRH

on Friday, 12 January 2018 06:31

Since January 2013 we have been using the worldwide Semiconductor Equipment industry as a leader within the Semiconductor sector, which is an economic cyclical leader itself. That month we noted a positive move in Equipment bookings, which became a (3 month) trend that spring. This trend was used to project positive economic signals to come.

Through some turbulence in 2014 and 2015 the sector has remained on ‘economic up’ along with our cross reference indicator, the Palladium/Gold ratio right up to the current time as the economic Canary in a Coal Mine has kept on chirping.

But on November 21, two days before the sector topped I derisively poked at the mainstream media for hyping the Semiconductor Equipment sector with its bold headline… Fund manager looks beyond ‘FAANG’ stocks and finds even bigger winners for 2018. Talk about eyeball harvesting and greed stimulation.

The goofy article highlighted a fund manager who’s likely never dirtied his expensive shoes on a factory floor going on about how he has found value in the likes of Applied Materials and Lam Research. I gave a rebuttal per the link above and noted the reasons why this rosy scenario was unlikely to play out in 2018 for the cycle leading Semi sector and its sub-sector leader, the Fab Equipment companies.

So what do we have now? Why, in checks a real source of industry news (unlike the completely abstracted financial media crap we as investors are routinely subjected to) with affirmation of our November 21 viewpoint.

Still Growing But at a Slowing Pace

To review, in 2013 we projected Semi Equipment → Semi → broader Manufacturing → Employmentand it has played out that way over time and through much media drama and noise. But now the pace of a cyclical leader is slowing… even as the world stokes up on reflation (AKA fiscally stimulated inflation) and it all appears as good as it gets.

That is key. In Q4 2012 market players were embroiled in the Fiscal Cliff drama as my brother in law (a financial adviser) told me at Thanksgiving how the best and brightest fund managers were hording cash in expectation of a negative market event coming that December due to said Fiscal Cliff. My grunted response (which to this day I wish I’d had ‘all in’ conviction about) was “bullish”. That was the sentiment end of it, and the next month saw the Semi signals start coming in. The rest is history.

But January 2018 is much different than January 2013. If you have an interest in economic signaling or the Semi sector in particular, do check out the link above. Meanwhile, here are a few items from the article.

World semiconductor equipment shipment growth was a very robust +26 percent (3-month basis) in October but down from its +63 percent peak in February. By comparison, October global semiconductor shipments were up 22 percent, while November Taiwan chip foundry sales (a leading indicator) were up only 3 percent. Based on Chart 1 it appears the SEMI equipment growth will ease considerably in early 2018.




Stocks & Equities

Market Now Entering Mania Phase

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Posted by Financial Sense

on Thursday, 11 January 2018 07:12

Ed Note: Make sure to read down to "Watch For Bond Market Troubles" & Commodities Entering New Bull Market

We’ve witnessed remarkable stock market performance in the last year and a half, with the Dow Industrials and S&P 500 not experiencing a 3 percent or greater pullback during this parabolic rally.

“This has never happened before in history,” Dorsch told Financial Sense Newshour. “There’s virtually no fear in the market for a pullback,” Dorsch said. “The only fear is the fear of missing out. This is a mania, which normally occurs at the tail end of a long-term bull market. Those who have missed the rally capitulate and begin to do things that they might not otherwise contemplate doing.”

Screen Shot 2018-01-11 at 7.15.58 AM

Markets are psychologically driven, he noted, but from a policy perspective, central banks and corporations are certainly helping to fuel prices higher.

“We have negative interest rates wherever we look, either on a real basis discounted for inflation or in nominal terms,” he said.

Combined with stock buybacks by S&P 500 companies to the tune of $3.5 trillion over the last 8 years, retiring 18 percent of all floating shares in the market since 2009, it isn’t surprising stocks have marched higher.

Now, with the recent GOP tax cuts reducing the corporate rate and freeing $2.5 trillion sitting overseas for potentially more stock buybacks, we’re looking at a burgeoning mania in the works.

Watch for Bond Market Troubles



Stocks & Equities

Todd Market Forecast The Best New Year Start Since 1987

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Posted by Steve Todd - Todd Market Forecast

on Tuesday, 09 January 2018 15:00

For Tuesday January 9, 2018

Available Mon- Friday after 3:00pm Pacific

DOW + 103 on 502 net declines

NASDAQ COMP + 6 on 214 net declines



STOCKS: Yesterday, I forgot to mention a fairly important indicator. The last 42 years in which the first five days were higher was followed by full year gains 36 times for an 85.7% accuracy rate. The average gain was 14%. In fact, this is actually the best start to a new year since 1987.

So, why so strong? There is great anticipation for major earnings gains as a result of less regulation and the recent tax cut.

That said, the internals are lagging, but that can go on for quite a while.

GOLD: Gold was down $6. The dollar rally is having an effect. We're switching our evaluation below.

CHART: The S&P 500 was higher again, but there were more declining issues than advancing ones (arrow). That can sometimes be an early warning of some sort of pullback. But, the chart itself, meaning the ultimate indicator remains bullish.

Screen Shot 2018-01-09 at 3.09.21 PM

BOTTOM LINE:  (Trading)



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