Timing & trends

Investors Shift Back into Gold as Trump’s Honeymoon Period Ends

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Posted by Frank Holmes - US Global Investors

on Tuesday, 07 February 2017 08:10


That didn’t take long.

After little more than two weeks, President Donald Trump’s honeymoon with Wall Street appears to have been put on hold—for the moment, at least—with major indices making only tepid moves since his January 20 inauguration. That includes the small-cap Russell 2000 Index, which surged in the days following Election Day on hopes that Trump’s pledge to roll back regulations and lower corporate taxes would benefit domestic small businesses the most.

Is Trump's Honeymoon with Wall Street Over Already?

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Timing & trends

Live From the Trading Desk: Trump Turmoil

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Posted by Michael Campbell & Victor Adair

on Monday, 06 February 2017 06:16

Victor thinks that you've got to get your world view right. The world has changed and the markets are coming around to the view that Trump is going to do what he said he was going to do. Currency markets react. the US dollar down the last 6 weeks in a row after hitting a 14 year high.

...also: Trump Wall Critics Busy Building Walls Themselves




Timing & trends

The Most Popular 3 Articles Of The Week

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Posted by Money Talks Editor

on Saturday, 04 February 2017 08:40

Screen Shot 2017-02-01 at 6.08.02 AM1. Doomsday Clock Dangerously Close to Striking Midnight

The Doomsday Clock, started by a group of scientists after the Manhattan Project back in 1947, is updated each January to show how close or how far away we are from the stroke of midnight, which means imminent nuclear holocaust.

Well, according to the latest report from the Bulletin of the Atomic Scientists in January, the clock just moved to two-and-one-half minutes till midnight

...read more HERE

2. A Jaw-Dropping 8.6 Million Ounces Of Paper Gold Longs Just Blew Up At The Comex!

With all of the chaos regarding the immigration decrees, I think most observers have lost track of what is really happening with the U.S. economy.  Instead they are focusing on the turmoil in the country and the record highs on the Dow.

....continue HERE

3. Don't Count on the Great Rotation

After many false promises and one false start, it is becoming evident that 2017 will be the year the Federal Reserve finally begins down the road towards interest rate normalization. Therefore, it is likely that Ms. Yellen will cause bond yields to rise this year on the short-end of the yield curve. In addition....

....continue reading HERE


Timing & trends

The US Dollar Bulls Are Falling for a DANGEROUS Trap...

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Posted by Graham Summers - Phoenix Capital Research

on Friday, 03 February 2017 11:30

As we have repeatedly warning, anyone who is betting on the Trump Presidency unleashing a massive $USD bull market in the near future is going to get taken to the cleaners.

This has already begun…

One of the single most dangerous traps for traders to avoid is a “False Breakout.”

False breakouts are moves in which an asset “breaks out” of a formation, leading many to believe that the move is legitimate… then suddenly KA-BLAM, the move reverses violently.

See the $USD today. This looks more and more like a false breakout, which means YES, the $USD is going to sub 90s if not lower within 12 months.


Those who believe Trump wants the $USD above 100 are not paying attention. Similarly, those who believe that the Fed can and will raise rates three times in 2017 are missing the big picture.

NEITHER OF THOSE IS GOING TO HAPPEN. And if you’re investing based on them, you’re in for a LOT of pain.

Originally posted on http://gainspainscapital.com

Best Regards

Graham Summers

....also: Market Melt-up Brings Volatility to Metals


Timing & trends

Canada's 2017 Economic Outlook: A Tale of Two "Tails"

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Posted by Pimco - Canadian Perspectives

on Thursday, 02 February 2017 13:41


Screen Shot 2017-02-02 at 1.04.34 PM

  • We believe active investors’ success in adding value in Canada’s markets in 2017 will hinge on their ability to navigate an increased probability of extreme economic outcomes – both good and bad.
  • Left-tail outcomes could result from protectionist U.S. trade policy, including Donald Trump’s promised renegotiation of NAFTA, and the potential for higher interest rates that would affect Canada’s debt-laden consumers and detract from GDP growth by lowering consumption and residential investment.
  • Right-tail opportunities could develop if pro-growth policies in the U.S. drive economic growth north of the border by spurring exports and business fixed investment.
  • As U.S. rates rise, we would expect Canadian rates to rise and for the yield curve to steepen. However, the Bank of Canada’s more accommodative stance would likely translate to a slower pace of increases than in the U.S.

....continue reading for the & "Invesment Implications" HERE

...related from Michael:

For Canada the Trump Effect Is Unavoidable



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