If demand remains stable, rising prices will create a feedback loop of inflation. And natural resources will outperform the market.
Category: Weiss
Natural Gas Prices Are Set to Surge
What I wanted to share with you today is that I love when multiple analyses all point to the same outcome — natural gas prices rising.
It’s Not Solar Power’s Time to Shine … Yet
Solar has been the future of energy for over a decade, but it has struggled to deliver power today. And there’s a mix of reasons for falling sales.
Sell Five Positions to Prepare for the New Year
Like many retailers, Michael Kors Holdings (KORS) is closing stores. Unlike most, the stock is surging. There is good reason. The British company is finally getting back to its roots. After several years trying to appeal to the mass market, it is returning to the fat margin world of upscale brands. I added the stock to the […]
The last time miners were this cheap, they soared 1,371%! And history is about to repeat!
Gold continues to drift lower, just as our cycle forecast projected, with the most active December futures settling at $1,246.70 per troy ounce yesterday at the close of pit trading. And slumping further this morning to a low of $1,241.30. Likewise, silver is trading lower at $15.67 a troy ounce this morning. Still, gold has […]
Core Trade Alert: Wall Street Front Runner (12/8/17)
With this service, we target S&P 1500 Composite Index (S&P 500, S&P 400 & S&P 600) additions. Your goal is to get “in” as quickly as you can after the announcement is made … then get “out” after huge index funds (mutual funds and ETFs) have made their purchases. As a reminder, you should only […]
Trade Alert: Nice Swing! Let’s Grab Gains on Gold …
Well, after a big down day, the price of gold has validated my bet I recommended to you with SPDR Gold Shares (GLD) December $120 Put options. Those puts swung from a deep loss last week and are showing a roughly 38% open gain today. Yeehaw! I think gold will continue moving lower next week. So, we could see […]
2018 Commodity Forecast: Time to Love the Hated?
Investors have strategies for making decisions. A common strategy for good investors — or at least those who love to tout their goodness — is to buy what’s hated. Sir John Templeton, a guy Money magazine named as the greatest stock-picker of the 20th century, characterized the opportunity to buy what’s hated as the “point of maximum […]
Here’s Why this Year’s Worst Performing Metal Could be First in 2018!
In 2018, the cycles forecast a major move to the upside for the entire precious metals complex, but naturally, some metals will perform better than others. Case in point, earlier this year I pointed out the big disparity between the performance of palladium vs. platinum prices. Historically, precious platinum had almost always traded at a premium to […]
An Update on Third Point Reinsurance
Third Point Reinsurance (TPRE) was added to the Pivotal Point portfolio in the middle of last month, and has struggled a bit since. No worries. The Bermuda company is the public investment vehicle of Dan Loeb, the billionaire activist hedge fund manager. The business prospects, and share price are nearing an inflection point. Reinsurance might not be […]
Historic Month for Gold: Get Ready to Grab Aluminum Gains
We have two trades with open gains and two with an open loss. Fortunately, the gains outweigh the losses. And I expect more upside ahead for each. Three of the four trades expire in January, so we have some time with those. However, one of the positions that is down expires at the end of […]
The Biggest Gold Discount in a Half-Century Signals Next Big Buying Opportunity!
The S&P 500 has not pulled back more than 3% in price for nearly 400 days now. That’s the longest winning streak EVER in the history of the index without a correction. And last week was more of the same as both the Dow and S&P notched fresh record highs. But conspicuously absent from the […]
Nasdaq Reverses Direction, Sell QQQ Calls Now
Talk about a reversal of fortune…and not in a good way. Yesterday, the PowerShares QQQ ETF (QQQ) blasted out of the opening gate with a 97-point, or 0.6%, gain. But it lost all those gains and then some before closing with a 17-point loss. However, the rest of the stock market fared much better. The Dow Jones […]
China’s World Reserve Currency in a World of Its Own
Perhaps you caught it? About five weeks ago, in The Edelson Wave, I wrote Keeping the Faith in the US Dollar. I made the case the Chinese yuan has a difficult road ahead – STILL – if it is to unseat the U.S. dollar as the world’s primary reserve currency. I did, however, make a minor concession: […]
PowerShares QQQ Call Options
Talk about a schizophrenic market! The Dow Jones Industrial Average was up by triple digits, while the Nasdaq was down by triple digits at one point yesterday. The Nasdaq ended the day with an 87-point, or 1.2% loss. And it not only wiped out the double-digit open gain on your recently purchased PowerShares QQQ Trust QQQ171215C00155000) […]
Sell DSLV and SDS; Then Add Three New Positions
We added Potlatch Corp. (PCH) to the Pivotal Point portfolio two weeks ago. And it has already made an impression. As a Real Estate Investment Trust, the Spokane, Wash., company is unique. On paper, its integrated interests in resources, wood products and real estate do not seem terribly compelling. However, the business and share price have reached a pivotal […]
Trade Alert: Running Out of Gas – Buy UGA Put Options
It’s not so much that we’re running out of gasoline as it is that gasoline is running out of gas. I mean, the price of gasoline is out of energy. Out of steam. Errrr – I think it’s exhausted. And gasoline bulls are exhausted too. Not since January have large speculative traders in the futures […]
Watch for Signs of a Deepening Credit Crunch in 2018!
As we close in on year-end 2017, it’s worth looking ahead at some of the potential pitfalls that could impact markets in the new year. Right at the very top of the list? The tightening credit conditions around the world. Back in September I briefed you about “the end of easy money” globally. And how […]
Go Long Euro With CurrencyShares Euro ETF
The euro was up 1.1% last week against the U.S. dollar. And that has suddenly attracted a lot of investor interest. The rally came from Germany’s report of stronger-than-expected exports and an impressive 0.8% jump in Q3 economic growth. The next leg up for the euro will come in mid-December at the next European Central Bank […]
Automation and the Rise of Robots
How often do you get out of your car and go inside a bank to talk to a teller? I’ll venture a guess and say, not often at all. And of course, that’s because of Automated Teller Machines, or ATMs. ATMs were first introduced by Chemical Bank in 1969. And they are now completely ingrained […]
Oil Hits 2.5-year High. Plus Ride the Bull With QQQ Calls
The Keystone Pipeline sprung a leak, spilled 5,000 barrels of crude oil in South Dakota, and has been shut down … along with the 590,000 barrels of oil a day that has been flowing through it. This, by the way, is not the Keystone XL Pipeline — a controversial project that Trump approved earlier this […]
This Indicator Says Silver Will Outshine Gold!
Precious metals have entered a volatile trading range in recent weeks. Gold has support at roughly $1,265-per-troy ounce, give or take a few dollars. Meanwhile, you’ll find resistance for the yellow metal at $1,290-$1,295. For silver, the trading range has been a bit wider, from roughly $16.80- to $17.30- per-ounce. Watch this range closely in […]
Core Trade Alert: Wall Street Front Runner (11/22/17)
With this service, we target S&P 1500 Composite Index (S&P 500, S&P 400 & S&P 600) additions. Your goal is to get “in” as quickly as you can after the announcement is made … then get “out” after huge index funds (mutual funds and ETFs) have made their purchases. As a reminder, you should only […]
Core and Bonus Trade Alert: Wall Street Front Runner (11/20/17)
With this service, we target S&P 1500 Composite Index (S&P 500, S&P 400 & S&P 600) additions. Your goal is to get “in” as quickly as you can after the announcement is made … then get “out” after huge index funds (mutual funds and ETFs) have made their purchases. As a reminder, you should only […]
Trade Alert: Turn Bearish on the Price of Crude Oil
We made some nice gains betting on the rising price of crude oil. But now is the time to make the opposite bet: the price of crude oil looks due for a decline. The rise of WTI crude oil to $58 per barrel was helped by the increasingly bullish sentiment for the oil industry. Naturally, […]
Trade Alert: Time to Bet Against the Price of Crude Oil
We made some nice gains by betting on the rising price of crude oil. But now is the time to make the opposite bet: The price of crude oil looks due for a decline. The rise of benchmark WTI crude oil to $58-per-barrel was helped by the increasingly bullish sentiment for the oil industry. Naturally, […]
Why Stocks Look Set to Slide Further into the Holidays
It looks like the stock market is finally coming unglued. And ironically, and just as I suspected, it’s unfolding right at the start of what is usually a seasonally strong period for markets … but not this year. So far, the selloff in the broad U.S. markets has been limited to less than 2%. But […]
Why Fidelity National is Setting Up for its Next Leg Higher
The financial services sector is in the midst of a digital transformation. With 20,000 clients worldwide and 27 billion transactions processed, Fidelity National Information Services (FIS) is in a unique position to capitalize. Its business and share price have reached a pivotal point of inflection, which is why we put them in our Pivotal Point Trader portfolio last week. […]
Trade Alert: Time to Book Another 50% Plus Gain
We’ve booked our fair share of 50%-plus winners in 2017: Glu Mobile (GLUU) +81%, Camtek (CAMT) +50% and Encana (ECA) +83%. (Myers Industries (MYE) didn’t make the 50% and above cut, but it still landed us a +40% gain.) Today, let’s add another one to our list … I recommended AeroVironment (AVAV) in this year’s April issue. AeroVironment makes small unmanned aircraft systems, advanced development […]
Middle East Meltdown and a Bombshell from Germany!
If anyone has doubts that the cycles of war are indeed ramping up, just as Larry Edelson predicted several years ago, the latest headlines out of the Middle East should be very convincing. As you’ve no doubt seen reported, there was a royal shakedown in Saudi Arabia over the weekend that had more drama than […]
We’re Getting Positioned for the Buying Opportunity of a Lifetime!
Gold declined again this week, trading as low as $1,263.80-a-troy-ounce yesterday, basis the most active December futures contract. The downtrend has now persisted for seven of the past eight weeks. That’s on target with our cycle forecast for another move lower this month, followed by a major cycle turn date to the upside. Silver is […]
Trade Alert: Sell These 2 Stocks for a Net Gain of Around 50%
I have two trades for you to make today… First, I recommended Glu Mobile Inc. (GLUU) 12 months ago in last year’s October issue. GLUU develops, publishes and markets mobile gaming apps. Its portfolio includes action, casual, family, strategy, sports and celebrity-themed games. The company has thrived in the mobile gaming hit-driven business. And its stock price skyrocketed […]
No Year-end ‘Window Dressing’ Needed – Our Core Strategy Gains of 2017
Since last month’s update (9/27/17), we closed eight more trades in Wall Street Front Runner. Six “core” trades from the S&P 600: Axcelis Technologies Inc. (NASD: ACLS) … +4.8% NMI Holdings Inc. (NASD: NMIH) … +1.5% Pacific Premier Bancorp Inc. (NASD: PPBI) … +0.0% Photronics Inc. (NASD: PLAB) … -3.7% Par Pacific Holdings Inc. (NYSE: PARR) … -5.3% […]
‘Special’ Issue: Staking Out Stealth Dividend Yields
So far in Adventure Capitalist, I’ve combed the entire investment universe to bring you value and growth stocks with the highest return potential. That list includes micro-caps, small-caps, miners, foreign stocks and everything in between. And we’ve had a great run in recent years. Last year, our portfolio booked a return of +41% vs. the S&P […]