I don’t like the Clothing & Accessories industry. I believe it and its constituents are prone to serious downside risks over the intermediate-term and should be under-weighted, avoided all together or shorted. The chart below shows the ratio of the…...
I’d say the juncture PMs find themselves at right now is as important as those from their secular bull market beginnings in the early 2000s as well as their global panic lows in late 2008. This is less my opinion…...
On December 10th we put up a password-protected post with a title that alluded to a stock that was sitting on 20-year support and had a 6% dividend yield. In that post we highlighted HHS and the opportunity to “…rent,…
I kind of dropped the ball on the Transports back in early October. In this post I highlighted the fact that I thought they’d continue to under-perform until the ratio of the DJ Transports vs. SPX fell to 3.2-3.3 vs…....
The Arca Gold Miners Index is down over 10% thus far into January. Brutal indeed. That said, the index now finds itself at support line (1) below, where swing lows from 2010 and 2012 occurred. As it reaches this support…
The chart below plots the Dow since the late 1800s and includes its four-year rate-of-change (RoC). Why do I plot the four-year RoC? Through history, bull cycles have lasted 48 months on average, or four years. As such, I thought…...
There’s a certain unnamed economic blogger out there that loves to highlight the following maxim in rejecting the “excess cash on the sidelines” argument so incessantly tossed around in the financial media as a data point supporting the likelihood of…
1987 vs. 2011 Crash Lows “Volatility” Analog 4th & 5th Consecutive Annual Gain Analog (including 1928) 4th & 5th Consecutive Annual Gain Analog (only 1988-1989 vs. 2012-2013)...
This post updates our last post on silver from January 11th right here. In that post we said two important things: 1) “…it (silver) will peak out a dollar above current levels on a weekly closing basis at ~$32 (potentially more…...
Was happy we could get this call so correct – both the top, how the initial sell-off was not to be bought and just over a week or so ago, the likelihood that the stock’s downside would soon accelerate, as it…...