At certain points in the progress of the financial markets we can get a light switch moment from an unlikely source that is off the radar for most. I am always looking for trend changes as a natural contrarian and I had a glimmer of
Category: Follow My Trades
How do you make money in the markets? It’s simple: a) choose the right direction and b) get your entry timing as perfect as you can. It’s no good if you get the direction right and get your timing wrong. Sitting on a losing trade
The Soybean market rarely hits the headlines as often as Nvidia (to put it mildly), but savvy investors always take note of promising setups in all large and liquid markets, especially when the upside potential appears so attractive. Yes, I know it can be hard
We are in a major transition between two roughly 100-year long eras. Already, we have seen major changes in society – and markets – that were most definitely off the radar a few years ago from NFTs to cryptos to AI in markets and in
Everywhere you look you see the word ‘bubble’ associated with the booming stock markets. I say ‘booming’ selectively as the word accurately describes anything to do with AI, but not to some other sectors, including EV makers (see last week’s blog for the disaster there).
The much-watched US personal Consumption Expenditure data for January was released on Thursday. While the headline rate was about in line, under the hood/bonnet there are signs some critical prices are not falling at all. For instance, services inflation is actually rising while goods prices
That was some week with Nvidia and AI taking centre stage (as usual) with its record-breaking surge in cap on Thursday following results. In recent blogs I have been kicking around the idea that AI is either in a bubble and about to suffer a
I derive little satisfaction in not being alone in my frustration at today’s so-called ‘broken’ markets. Yes. I know the markets are not the same thing as the economy, but when you have for example the EU Stocks 50 index making new ATHs this week
I have in my many years never witnessed such fractured stock markets as these. Many US indexes are advancing exponentially and are making new ATHs while at the same time, the internals are flashing a deep red. For instance, the number of new highs are
The French farmers, that is. And the Dutch. And the Belgians and now our very own British farmers – the nation that seems almost immune to modern mass civil unrest – are poised to join them in what I am calling Tractor Turmoil, As I
Most stock indexes are making new ATHs (with our favoured Russell 2000 being the standout exception). Normally, this indicates that investors expect higher earnings to come. That is, unless the market is gripped in a feverish speculative mania of course, when earnings don’t really enter
The Marvellous Magnificent Magic Seven rules! Forget the rest (except my favoured uranium sector. of course!) – the M7 is just about the only game in town. Despite dotcom-type measures of valuation (P/E over 50) the shares surged last week to new highs. And just
