Global Equity Spread-Trade Update

Global Equity Spread-Trade Update

I want to reiterate my belief that Europe, like China, is set to out-perform U.S. equities moving forward. That thesis remains grounded in the chart below, which shows the ratio b/t the Vanguard Euro Vipers ETF and the SPX. The…...

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DRYS & Why I'd Rather Be a Knuckle-Dragger...

DRYS & Why I’d Rather Be a Knuckle-Dragger…

On June 27th we had a post that noted the Baltic Dry Index (BDI) was about to break out from a bullish looking technical pattern. Since then, the BDI is up 75%.  Not bad. We also suggested that because shipping…...

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Our Single Favorite Long Idea Could Be on the Cusp of a Major, Transformative Move

Our Single Favorite Long Idea Could Be on the Cusp of a Major, Transformative Move

As I have belabored over and over – TIVO is my single favorite long idea. In the chart below I have inverted its price.  We’ve looked at this one so many times now it pays to trick our brain by…...

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Though a Double in a Year, This Stock Has Yet Another Double Left

We became bullish on food retail and wholesale in February and espoused why in this post. We highlighted SWY as a very attractive looking name within the group and have commented on it relentlessly in emails. At the time of…...

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Chart Dump of Long Opportunities

Chart Dump of Long Opportunities

Here is a list of 12 interesting long opportunities, all of which have compelling bullish looking patterns that are in the process of completing. I already own SD at $5.50 (via an email the other day) and continue to like…...

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USD Breaking Below 30 Month Support

USD Breaking Below 30 Month Support

The USD bottomed in April 2011; silver peaked at the same time at its decade-long high of $50. Since then the USD has been in an uptrend defined by line (1) support; silver has been in a downtrend defined by…...

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Silver's Current Decline in the Context of Our Longer-Term Thesis

Silver’s Current Decline in the Context of Our Longer-Term Thesis

Amazingly, given all the commentary we’ve had on silver via email and phone conversations, there hasn’t been an official updated post on the PM since April. Most, if not all of the reason for this, is the fact that my…...

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13 Year, TSLA-Looking Ascending Triangle Pattern about to End for This Company

13 Year, TSLA-Looking Ascending Triangle Pattern about to End for This Company

We have been extolling the many virtues of TIVO’s chart since February of this year when we noted in a post that we found it: “…incredibly compelling…” Since that time the stock has done very little.  Moreover, we haven’t posted…...

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Analog Update

Analog Update

The SPX has rallied to 1,680 today, reaching our upside price target objective, which was the 61.8% retracement level formed b/t the 8/5 highs and 8/28 lows, respectively. Though it has crept above this level somewhat, this isn’t all that…...

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Arabica Update

Arabica Update

Per the chart below, coffee remains caught in a bullish, descending wedge pattern b/t lines (1) and (2). It appears to be pressing the top of that pattern’s resistance at line (1), suggesting a break-out may be nigh. Additionally, the…...

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