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Top Cobalt Stocks of 2017 on the TSX

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Posted by Investing News Network

on Thursday, 06 July 2017 07:15

cobalt-mining-companies-tsxCobalt prices continue to rise on increasing demand for electric vehicles. Tesla (NADASQ:TSLA) remains a hot topic, and many investors are closely watching for the company’s next move — most recently, CEO Elon Musk confirmed that production of Model 3 cars will start on Friday (July 7), and should reach 20,000 units per month by December. 

Mass production of lithium-ion batteries will be needed to power these electric cars, which are forecast to number 3.1 million in 2021, according to UBS (NYSE:UBS). And as demand for batteries surges, prices for metals such as cobalt are also expected to soar. In fact, Benchmark Mineral Intelligence analyst Caspar Rawlessaid recently that by 2020 cobalt demand will increase to 76,000 tonnes from 46,000 tonnes in 2016.

In light of those developments, investors interested in the cobalt space are growing more and more interested in cobalt stocks. To help provide a picture of which cobalt-focused companies are making progress this year, we’ve put together a brief overview of the three cobalt stocks on the TSX that have seen the largest share price gains year-to-date. Read on to learn what they’ve been up to in 2017.

1. Katanga Mining (TSX:KAT)



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Stocks & Equities

Stock Markets Hyper-Risky

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Posted by Adam Hamilton - Zeal Intelligence Intelligence

on Monday, 03 July 2017 06:44

The US stock markets have enjoyed an extraordinary surge this year, shattering all kinds of records.  It’s been fueled by hopes for big tax cuts soon from Trump’s Republican government.  But such relentless rallying has catapulted complacency, euphoria, and valuations to dangerous bull-slaying extremes.  This has left today’s beloved and lofty stock markets hyper-risky, with mounting potential for serious selloffs erupting.

History extensively proves that stock markets are forever cyclical, no trend lasts forever.  Great bulls and bears alike eventually run their courses and give up their ghosts.  Sooner or later every secular trend yields to extreme sentiment peaking, then the markets inevitably reverse.  Popular greed late in bulls, and fear late in bears, ultimately hits unsustainable climaxes.  All near-term buyers or sellers are sucked in, killing the trend.

This mighty stock bull born way back in March 2009 has proven exceptional in countless ways.  As of mid-June, the flagship S&P 500 broad-market stock index (SPX) has powered 262.7% higher over 8.3 years!  Investors take this for granted, but it’s far from normal.  That makes this bull the fourth-largest and second-longest in US stock-market history!  And the few superior bull specimens vividly highlight market cyclicality.

The SPX’s biggest and longest bull on record soared 417% higher between October 1990 and March 2000.  After it peaked in epic bubble-grade euphoria, the SPX soon yielded to a brutal 49% bear market over the next 2.6 years.  The SPX wouldn’t decisively power above those bull-peaking levels until 12.9 years later in early 2013, thanks to the Fed’s unprecedented QE3 campaign!  The greatest bull didn’t end well at all.

The second-largest bull was a 325% monster between July 1932 to March 1937.  But that illuminated the inexorable cyclicality of stock markets too, as it arose from the ashes of a soul-crushing 89% bear in the aftermath of 1929’s infamous stock-market crash.  The third-largest bull was 266% from June 1949 to August 1956, which we’ve almost surpassed.  And even that post-WW2 boom was followed by another bear.

All throughout stock-market history, this binary bull-bear cycle has persisted.  Though some bulls grow bigger and last longer than others, all eventually give way to subsequent bears to rebalance sentiment and valuations.  So stock investing late in any bull market, which is when investors complacently assume it will last indefinitely, is hyper-risky.  Bear markets start at serious 20% SPX losses, and often approach 50%!

Popular psychology in peaking bull markets is well-studied and predictable.  Investors universally believe “this time is different”, that some new factor leaves their bull impregnable and able to keep on powering higher indefinitely.  This new-era mindset fuels extreme euphoria and complacency, with memories of big selloffs fading.  Investors’ hubris swells, as they forget markets are cyclical and ridicule any who dare warn.

To any serious student of stock-market history, there’s little doubt today’s stock-market situation feels exactly like a major bull-market topping.  All the necessary ingredients are in place, ranging from extreme greed-drenched sentiment to extreme near-bubble valuations.  If this bull was merely normal, the risks of an imminent countertrend bear erupting to eradicate these late-bull excesses would absolutely be stellar.

But the downside risks in the wake of this exceptional bull are far greater than usual.  That’s because much of this bull is artificial, essentially a Fed-conjured illusion.  And that was even before the incredible recent Trumphoria surge in the wake of Trump’s surprise victory!  Back in early 2013 as the SPX was finally regaining its previous bull’s peak, the Fed unleashed its wildly-unprecedented open-ended QE3 campaign.

Understanding the Fed’s role in fomenting this anomalous stock bull is more important than ever.  Not only is the Fed deep into its 12th rate-hike cycle of the past half-century or so, it’s discussing starting to normalize its grotesque QE-ballooned balance sheet.  Investors in a largely-artificial quantitative-easing-fueled late-stage stock bull ought to be terrified by the prospects of quantitative tightening soon being unleashed!

The Fed’s QE giveth, so the Fed’s QT taketh away.  Literally trillions of dollars of capital evoked out of nothing by the Fed to monetize bonds directly and indirectly bid stock markets higher.  The Fed’s deep intertwinement in this stock bull’s fortunes is easiest to understand with a chart.  Here the SPX in blue is superimposed over its implied-volatility index, the famous VIX that acts as a proxy for popular greed and fear.

 Zeal063017A



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Stocks & Equities

Biotech Will Lift The S&P 500 To 2,550

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Posted by Seeking Alpha

on Friday, 30 June 2017 07:25

Summary

Biotech can serve as a proxy for the market risk appetite.

The Biotech group recently broke out.

The sector offers investors the potential for growth coupled with multiple expansion.

It wasn't even a month ago that we wrote that the Biotech sector was on the verge of breaking out and was set up to follow the Tech sector higher. It was only June 5, in case you forgot. Now we are going to tell you why the sector is likely to continue to move higher and how this will help the S&P 500 (SPY) get to our 2,550 target.

Since June 5, the sector has been on a tear and has passed Tech's 2017 year to date performance.

saupload c1c9f1724d9c9951d60bf0a35ff275af

....continue for more charts, analysis and individual stocks HERE

...also from Seeking Alpha"

2017 Mid-Year Stock Market Outlook



Stocks & Equities

“Fundamentals” in a Financial Mania

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Posted by Bob Hoye - Institutional Advisors

on Thursday, 29 June 2017 07:25

Screen Shot 2017-06-29 at 6.49.02 AM

Screen Shot 2017-06-29 at 6.49.26 AM

Perspective

Within context, Blankfein’s comments were upbeat on the economy, not pointing out the risk. 

Computer programs designed by quants are telling quants to be fully invested.

The yield curve in China is extending the inversion trend to a record. Reversal will signal speculation has exhausted itself.

The irony with the Argentina “100s” is the observation that there has been no twenty- year span in the country’s history when it did not default.

*****

Stock Markets



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Stocks & Equities

Is A Big Move In Oil Prices Due?

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Posted by OilPrice.com

on Thursday, 29 June 2017 06:16

3c5ac4cb1848cb861413922ee779b90fIn options trading, a straddle is literally a sit-on-the-fence strategy. By purchasing a put and a call at the same strike (price of underlying commodity) for the same time period, an investor isn’t making a conventional directional bet; rather the investor is looking for a big move either up or down. The rub is that the big move must be greater than the sum of the two option premia or the bet goes south. But that is in the nature of the trade.

From a fundamental industry perspective (Conflicting News Keeps Oil Prices Down to a more specifically trading focus (Are Oil Markets Becoming Untradeable?) confusion has reigned supreme in the crude oil markets of late. WTI is down about 12 percent for the month of June and is set for its longest run of weekly declines since 2015. In addition, crude has been displaying considerable price volatility on a day-by-day basis, largely to the downside. So would anybody be putting on a straddle in the WTI market today? Let’s assess the situation.

Bullish considerations:

....continue reading HERE



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