Post Bubble Analog Update
Nat Gas appears to be officially breaking out on both a daily and weekly basis in the chart below. At the same time, Nat Gas appears very cheap at this juncture from its “bubble” peak in 2005 when it topped…...
Is James Glassman Really That Crazy, Why the Dow Potentially Has 60%-170% More Upside & Why Contrary to Michael Moore’s Views, Markets & Capitalism Worked Better Than Ever in Facilitating the Sub-Prime Crisis
Does anybody remember James Glassman? He’s that crazy guy who published this book in 1999 claiming the Dow would eclipse the 36K mark in ~three-five years. Turns out his earlier prediction wasn’t so correct. That doesn’t mean the guy doesn’t…
Some Historical Stats on Gold
Want some additional confusing info on gold? I’m here to provide. The red filter below shows those periods in gold’s history where both of the following conditions are filled at the same time: 1) Current price < 12 month moving…...
NAV & SRI Up 60%-70% in Less Than Six Months
All the way back on September 26th of last year we had a post titled “Likely Time to Warm Up to a Few Key Commercial Truck Players” which focused on two players in the space including NAV and SRI. In…
An Alternative Way to Think About Silver
Given today’s post and numerous discussions we’ve had on the site about gold and the potential that it’s run isn’t over and that it might be coiling for another move higher, I figured we’d try to apply the same logic…...
Nikkei in the Early Stages of a New Secular Bull Market?
I’ll let the economists debate why or why not Japanese stocks should or should not go up. All I know is that I feel that there is a reasonably compelling price-based justification for viewing the Nikkei’s nearly quarter-century secular bear…...
Investor Net Worth Evaporating Much Like 2000, 2007 and 2011
We apologize in advance for simply regurgitating a piece of SentimenTrader analysis. Sure enough, it’s a cop-out to do so and a highly unoriginal, non value-added exercise. That said, every once in awhile it’s worth passing along. On Friday they pointed…
The Conundrum that is Gold (To Bubble or Not to Bubble?)
Let’s continue to beat a dead horse. Is gold a bubble? If so, did the bubble run end in September 2011 when gold peaked around ~$1,900? We know that thus far, if gold was a bubble and the run ended…...
AAPL Analog Update
On 1/26 we said the following about AAPL: “In concluding, I want us to be buyers of AAPL. I would consider a small position now (analog suggests a low in this area) and a much larger position if and when…...
Equity Analog Update
Figured I would simply dump and update all the various equity analog sets we’ve been using for the past 6-9 months in one post so that collectively, they could paint a broad picture of the macro landscape. 4th & 5th…...