Timing & trends

Credit Downgrades May Prompt Market Capital Shift

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Posted by Chris Vermeulen

on Friday, 26 May 2017 07:31

Recent news regarding Moody's credit downgrades in China will likely continue to roil the global markets and present multiple unique opportunities for strategic investors. As debt concerns grow throughout some areas of Asia and new US policy efforts shake up some common perceptions, a shift in capital is likely to occur over the next few months.

Today, I read about massive layoffs in India's technology sector as a reaction to decreasing engagement of foreign IT services/support is a result of President Trump's policies. When we take this news in combination with Moody's credit downgrades for China and the fact that almost all of South East Asia is interconnected in terms of economy and trade, we begin to see a picture that is fairly clear in terms of transitional economic shifts.

If India and a portion of South East Asia suffer a technology driven economic contraction as a result of US policy shifts, how can we evaluate the approximately $900+ billion economic shift that may be unfolding. As this unfolds, unemployment, consumer spending and growth rates will differ vastly from projected levels. A minor 2~3% decrease in business activity for the Asian technology sector may have massive results if it persists over a longer term period of time (say 3~7+ years). This is exactly why we, as investors, need to be aware of these economic shifts and be able to profit from these moves.

SIII (Indian Index)

The SIII has already rotated nearly 2% over the past two months from a near perfect Double-Top. The potential for a 10~20% market correction is rather strong knowing that massive layoffs in India will put further pressure on economic growth, consumer spending and economic outlook.


(Click to enlarge)

HSI (HangSeng Index)



Timing & trends

Musk’s next space shot: Factories without humans

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Posted by Jon Markman's Pivotal Point

on Thursday, 25 May 2017 08:31

zoom-300x128Elon Musk is obsessed with speed. From rockets to hyperloops to electric cars, fast is kind of his thing.

Now he wants to apply the same aesthetic to manufacturing.

Critics argue it’s another pipe dream, born out of necessity. Tesla (TLSA), his controversial car business, is supposed to deliver 400,000 vehicles by 2018. Yet, his workers have never pushed annual production beyond 100,000.

Musk, however, is thinking beyond workers.

The future is total automation.

During the first Gilded Age, the assembly line transformed industrial production. This New Gilded Age is about information technology. Think intelligent software, sensors and incredibly precise, fast-moving robotics. These technologies promise exponential improvement in production.

Humans, at least those who fasten bolts or shift metal, become superfluous.

It’s not science fiction. Musk already has big plans for factories that are unencumbered by the physical limitations of humans.

In Tesla’s July 2016 mission statement he wrote about his epiphany: Turning the factory into a machine. He even gave it a cool name, the “alien dreadnought” the machine that makes the machines.



Timing & trends

Boring Summer For Stocks

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Posted by Gary Savage - Smartmoneytracker

on Wednesday, 24 May 2017 07:26

I predict it’s going to be a boring summer for stocks. Price will just churn sideways for the next 2-3 months and allow the long term averages time to “catch up”.


....also from Gary: A Tale of Two Markets

The next big trending move will occur in the energy markets. All the technical and cyclical signs are in place to suggest a major bottom is forming. In the precious metals market we have the exact opposite setup. Watch video HERE



Timing & trends

The 3 Top Articles Of The Week

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Posted by Money Talks Editor

on Saturday, 20 May 2017 07:37

Screen Shot 2017-05-15 at 2.18.23 PM1. Crude Awakening: The Global Black Market for Oil

The value of the crude oil production alone is worth a staggering $1.7 trillion each year. Eventually, everybody wants a piece of the pie, includng politicians, military personnel, and police who are complicit in the outright theft of oil. Tapping pipelines....

.....read it all HERE


2. An Impending Economic And Financial Disaster

An extremely low VIX level, like the current one, is signaling an eventual sell-off that I believe will be quite extreme.This event always generates a lot of press, and this year’s event was no exception. Here are a few of what I think are the most-interesting takeaways from Berkshire meeting.

....read it all HERE

3. An Unexpected Change In Gold’s Seasonal Trading Pattern

One of the interesting things about the Great Recession was how Canada’s financial system sailed through it largely unscathed. Its banks were regulated wisely and behaved prudently, its citizens avoided the extreme stupidity of their credit-addicted neighbors to the south, and its government refrained from doubling its debt every eight years.

But instead of Americans learning from Canada, Canadians appear to have concluded that we had it right after all.

....read it all HERE




Timing & trends

Todd Market Forecast: A Few Days of Upside Next

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Posted by Stephen Todd - Todd Market Forecast

on Thursday, 18 May 2017 22:28

3:00pm Pacific Thursday May 18, 2017

DOW + 56 on 50 net advances

NASDAQ COMP + 44 on 400 net advances



STOCKS: The market stabilized today after yesterday's hissy fit and our best estimate is that we have seen a trading bottom.

That's the way the market frequently acts. It gets overbought, investors buy every little dip and it won't go down. Then finally a catalyst or some sort of unexpected news development takes it down hard and then it's already oversold.

GOLD: Gold was down $5. Profit taking with a little help from a rebounding dollar.

CHART The S&P 500 is just bouncing off an oversold 5 Day RSI (arrow). When this happens we normally have a few days on the upside.

Screen Shot 2017-05-18 at 9.55.59 PM

BOTTOM LINE:  (Trading)



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