The annotated chart linked below shows that on Friday there was no place for investors to hide. Stocks (large caps and small caps), bonds, emerging markets, gold, silver, oil and most commodities all fell simultaneously in a fashion similar to 2008 and early 2009. Even if we get a reversal
In her much anticipated speech at the Federal Reserve Bank of Kansas City Symposium at Jackson Hole, Wyoming, Janet Yellen was wishy-washy, making stocks, bonds, gold and currencies vulnerable. The title of here speech was “The Federal Reserve’s Monetary Policy Toolkit: Past, Present and Future.” Absent from her toolkit is
In her much-anticipated speech at the Federal Reserve Bank of Kansas City Symposium at Jackson Hole, Wyo. on Friday, Janet Yellen started out by eloquently making a clear case for a Fed interest-rate hike. Then it seems she couldn’t help herself and turned wishy-washy. Yellen’s wishy-washiness has made the markets
When almost everyone is positioned one way and the news shows the positioning is wrong, tremendous investment opportunity is created. Late last year and earlier this year, such an opportunity was created due to combination of the Federal Reserve raising interest rates for the first time since the Great Recession
This post was just published on ZYX Buy Change Alert. The Fed does not bow to the consensus of ‘one and done.’ Fed raises rates by 0.25% as expected. Here is the unexpected in the Fed statement. Fed expands the criteria for future interest rates beyond inflation and employment. Fed leaves
This post was just published on ZYX Global Multi-Asset Allocation Alert. For us to recommend, a stock must pass at least four of the six screens. We prefer a stock to meet all six screens. Our rigorous criteria has led to enviable performance over a long period of time. We
The Crimean referendum took place over the weekend, and 96.77% of the vote was in favor of joining Russia. Sanctions from the West will likely be announced soon. The Chinese renminbi fell 0.3% to an 11-month low, which is a big move for a currency; this comes after a string
There’s a lot going on these days. Crimea, a region of Ukraine, will hold a referendum this weekend on whether or not to join Russia. A secondary concern is bad data from China. Gold is rocketing, stocks are swooning and bonds are rising on jitters. But let’s take a deep
Serious precious metal investors, who are driven by the desire to generate and protect wealth and not by a certain ideology, consistently find that it pays to take an objective look at charts. At The Arora Report we do a 360 degree analysis and analyze charts in many different ways.
There is an old saying that the markets make fools of the maximum number of people. The truism of this is striking when one compares the consensus predictions of gurus at the end of 2013 with what has actually happened in 2014. The chart tells the story. Please click