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Continue reading →: The moment of truth for FAANNG stocks
FAANNG stocks or Facebook, Apple, Amazon, Netflix, Nvidia and Google have been out performing the market for a good while. They’ve also been a on the radar of practically every perma bear in the market. Hard to know if they have shorted it before, but they were calling the top for a…
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Continue reading →: Sectors on the watch to short
I’ve been bullish stocks for the past 2 odd years. But it looks to me a bigger correction in the US stocks could be upon us. Emerging markets have been under performing this whole year and there are no signs of a reversal yet (see Watch Alibaba for clues in…
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Continue reading →: Rotation to gold and miners?
It looks we could see a correction in the US stocks too. We’ve been seeing it in other markets already. I still think this could only be a correction within a secular bull market and I don’t want to be calling for a 2008 style crisis yet however it can…
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Continue reading →: Winter coming?
My DJIA post marked a (short term) top for US equities. It happens. As said the other day, it’s a low probability call. However things change fast and if you read my post carefully you’ll notice I also entertained a possibility that German DAX could be forming a major market…
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Continue reading →: Generational shift
In the beginning of 1980s interest rates and inflation started to trend lower. They have trended lower ever since and they got to levels never seen before in the history of mankind. It feels that we have forgotten they could ever rise again. Inversely the same is true for bonds.…
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Continue reading →: Dow Jones Industrial Average: stocks are going up!
So many guys are trying to call the market top in an up trending market. Sure, any swing top could be the top, but calling the one is a low probability bet for obvious reasons. Usually major tops are a process and they need time to develop. For example one could…
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Continue reading →: Energy to start outperforming?
I can’t help it but I need to write yet another energy post. It’s hard to be bearish energy in general if oil continues to trend higher (see here) and if US natural gas is just breaking out of a major bottom (see here). But I promise I’ll try to…
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Continue reading →: Is US nat gas just breaking out of a major bottom?
European energies and oil had an unbelievable run in the past 2 years. But in the same period the US natural gas was going nowhere. It was stuck in a narrow range. I’ve heard so many people it won’t and can’t go up anymore. But where have I heard this…
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Continue reading →: Euro to repeat 2017 move?
The US dollar is the most important currency and EURUSD is the most important currency pair in the world. When you get the dollar right then you can get most things right because everything is so interconnected and linked to it. This is also the reason why I focus so…
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Continue reading →: Bond breakdown?
… and inflation is coming. I could end the post with this. For some this could be the news, for others maybe not so much. I wrote a post last year But aren’t bonds supposed to only go up? Like then also now I was chatting to a friend recently…