( THE YEN IS FACING A DILEMMA) May 1, 2024 Hello everyone, Welcome to May, and what could be a continuation of the market behaviour we saw in April. The market is in the doldrums about what the Fed might say on Wednesday. Investors are already interpreting and theorizing possible outcomes, hence
(WHAT WILL KEEP THE AMERICAN ECONOMY HUMMING ALONG IN 2024?) April 29, 2024 Hello everyone. Welcome to an eventful week. Week ahead calendar Monday, April 29 10:30 a.m. Dallas Fed Index (April) Germany Inflation Rate Previous: 2.2% Time: 8:00 a.m. ET Earnings: Paramount Global, ON Semiconductor, Domino’s Pizza Tuesday, April 30 9
(TECH OF THE FUTURE: THE WORLD IN 2050) April 26, 2024 Hello everyone, The economic landscape at present is a little uncomfortable, to say the least. Investors’ perceptions about interest rates, inflation, and employment stability are being influenced by data the Fed is watching closely. In turn, the interpretation of this data is
(WALL STREET IS PAYING ATTENTION TO THE METALS SECTOR) April 24, 2024 Hello everyone, Arizona Metals Corp. I’m diving into a Canadian gold explorer today that is only priced at $2.21. New drilling results from its Kay Mine Project, located 45 miles north of Phoenix, Arizona, suggest the presence of high-grade copper
(LOOKING BEYOND THE TECH SECTOR FOR INVESTMENT IDEAS IN AI) April 22, 2024 Hello everyone. The week ahead calendar Monday, April 22 8:30 a.m. Chicago Fed National Activity Index (March) Euro Area Consumer Confidence Previous: -14.9 Time: 10:00 am ET Earnings: Verizon Communications, Ameriprise Financial, Truist Financial Tuesday, April 23
(SUMMARY OF JOHN’S APRIL 16, 2024, WEBINAR) April 19, 2024 Hello everyone. TITLE: Volatility is back. TRADE ALERT PERFORMANCE: April: 5.2% MTD Average annualized return: +51.82% for 16 years. Trailing One Year Return: +46.01% PORTFOLIO: (FCX) 4/$37 - $40 call spread (XOM) 4/$100 - $105 call spread (OXY) 4/$59-$62 call spread (WPM)
(INVESTORS INTERPRETATION OF DATA MOVES THE MARKET – OPPORTUNITIES ARE SETTING UP) April 17, 2024 Hello everyone, The stock market correction. What’s it all about? Lingering inflation concerns. We know it will be higher for longer. Fed will react to economic data eventually. Rising Treasury yields. Turmoil in the Middle East. Healthy correction
(GEOPOLITICAL EVENTS TAKE CENTRE STAGE) April 15, 2024 Hello everyone, The calendar this week Earnings this week will see US banks and leading streaming companies report. Monday, April 15 8:30 a.m. Empire State Index (April) 8:30 a.m. Retail Sales (March) 10 a.m. Business Inventories (February) 10 a.m. NAHB Housing Market Index (April)
(DATA WILL BE KEY IN THE MONTHS AHEAD AS THE FED LOOKS TO START CUTTING RATES) April 12, 2024 Hello everyone, Investors are learning to balance on a moving train. Earnings are strong. The economy is strong. But inflation remains stubbornly high. We know that cyclical stocks perform best when the economy turns
(INVESTORS ARE SPINNING ON EMPTY AS THEY COME TO GRIPS WITH ECONOMIC DATA) April 10, 2024 Hello everyone, Have you invested in Gold Bars? Look who is selling them. But I’m sure your portfolio already has quality gold and silver stocks. Right? Let’s pause for a moment and consider where we are.
(MARKETS HAVE A LOT OF DATA TO DIGEST THIS WEEK) April 8, 2024 Hello everyone, Week ahead calendar Monday, April 8 Switzerland Unemployment Rate Previous: 2.4% Time: 1:45 am Tuesday, April 9 6 a.m. NFIB Small Business Index (March) Japan Consumer Confidence Previous: 39.1 Time: 1:00 am Wednesday, April 10
(SUMMARY OF JOHN’S APRIL 3, 2024 WEBINAR) April 5, 2024 Hello everyone. TITLE The Three Margarita Webinar PERFORMANCE April – 2.00% MTD Average annualized return: +51.40 for 16 years. Trailing one-year return: +46.58% PORTFOLIO Risk On (FCX) 4/$37-$40 call spread 10%. (XOM) 4/$100-$105 call spread 10%. (OXY) 4/$59-$62 call spread 10%. (WPM) 4/$39-$42
(ANALYSTS AND INVESTORS ARE STARTING TO PAY ATTENTION TO THE ENERGY SECTOR) April 3, 2024 Hello everyone. The month of April is upon us, and the market environment has turned a little cloudy. Economic data and heightened geopolitical risks appear to be fuelling the move higher in Oil prices. With the new month,
(RETAILERS ARE BEING PUT THROUGH THE WRINGER IN AUSTRALIA) April 1, 2024 Hello everyone. Welcome to the month of April. Week ahead calendar. Monday, April 1 9:45 a.m. Markit PMI Manufacturing final (March) 10 a.m. Construction Spending (February) 10 a.m. ISM Manufacturing (March) Tuesday, April 2 10 a.m. Durable Orders final (February)
(CEOs ARE SELLING INTO THIS MARKET RALLY – IS SOMETHING BREWING…?) March 27, 2024 Hello everyone, Insiders are selling the market rally. CEOs of technology companies and other firms have been cashing in on this market rally, including a massive sale last week from Michael Dell, founder and CEO of Dell Technologies. Dell,
(THE LONG-TERM INFLATION TARGET MAY BE 2%, BUT THE REALITY WILL LIKELY BE QUITE DIFFERENT) March 25, 2024 Hello everyone, Week ahead calendar Monday, March 25 8 a.m. Building Permits final (February) 8:30 a.m. Chicago Fed National Activity Index (February) 10 a.m. New Home Sales (February) 10:30 a.m. Dallas Fed Index (March)
(SUMMARY OF JOHN’S MARCH 20, 2024, WEBINAR) March 22, 2024 Title: Commodities are Back Trade Alert Performance March: 1.34% Since Inception: 681.11% Average annualized return: +51.40 for 16 years Trailing One Year Return: +48.70% Portfolio: (TLT) 4/$87 - $90 call spread (FCX) 4/$37 - $40 call spread (XOM) 4/ $100 - $105
(PALANTIR IS A STANDOUT WHEN IT COMES TO IMPROVING U.S. SECURITY & THE MILITARY) March 20, 2024 Hello everyone, PALANTIR(PLTR) It is a promising AI investment. It has links to defence and intelligence. Involved in cyberspace for the government. Producing AI applications for military and defence. Holds an Artificial Intelligence Platform (AIP)
(SLOWING ECONOMIC DATA MAY SHIFT THE FED INTO REACTIONARY MODE) March 18, 2024 Hello everyone, We are in for an action-packed week with central bank meetings taking place around the world. Inflation remains the sticking point. The Fed could hold tight for longer – weakening the economic landscape – and then go into
(MORGAN STANLEY SEES OPPORTUNITIES IN THE CHINESE EV MARKET) March 15, 2024 Hello everyone, The electric vehicle industry in China could be in for a shake-up after selling off this year. According to Morgan Stanley, a couple of stocks are poised to deliver significant returns. According to the investment bank, LiAuto(LI) and Xpeng(XPEV)