| |
 | Alasdair Macleod - Finance and Eco. |
| Investment prospects for 2018 |
| Predicting the future is a mug’s game, and in financial markets we simply cannot know tomorrow’s prices. All we can do is make assessments of the factors that can be expected to influence them.Economists’ forecasts today, with very few exceptions, are a waste of time and downright misleading. In 2016, we saw this spectacularly illustrated with Brexit, when the IMF, OECD, the Bank of England and the UK Treasury all forecast a slump in the British economy in the event the referendum voted to leaveThursday, December 28, 2017 |
|
 | Adam Hamilton - Zealllc |
| Silver Miners’ Q3’17 Fundamentals |
| The
silver miners’ stocks have really languished this year, grinding
sideways to lower for months on end. This vexing consolidation has
fueled near-universal bearishness, leaving silver stocks deeply out
of favor. But once a quarter when earnings season arrives, hard
fundamentals pierce the obscuring veil of popular sentiment. The
silver miners’ recently-reported Q3’17 results reveal today’s silver
prices remain profitable.
Four
times a year publicly-traded Friday, November 24, 2017 |
|
| Adam Hamilton - Zealllc |
| Silver Miners’ Q2’17 Fundamentals |
| The
silver miners’ stocks have largely languished this year, grinding
sideways near lows for months on end. This vexing consolidation has
fueled near-universal bearishness, leaving silver stocks deeply out
of favor. But once a quarter when earnings season arrives, hard
fundamentals pierce the obscuring veil of popular sentiment. The
silver miners’ recently-reported Q2’17 results reveal today’s silver
prices remain profitable.
Four
times a year publicly-tradeSunday, September 3, 2017 |
|
| Adam Hamilton - Zealllc |
Silver Miners’ Q1’17 Fundamentals  |
| The
silver miners’ stocks have been slowly grinding higher this year,
but it’s been a volatile ride. This sector’s alternating surges and
plunges have spawned outsized swings in sentiment, really distorting
investors’ perceptions of the major silver miners. But once a
quarter earnings season arrives, revealing their hard fundamental
realities which dispel the obscuring sentiment fogs. The silver
miners reported a solid Q1.
Four
times a year publicly-traded cSaturday, May 27, 2017 |
|
| Adam Hamilton - Zealllc |
| Silver Miners’ Q4’16 Fundamentals |
| The
silver miners’ stocks have had a roller-coaster ride of a year so
far. They surged, plunged, and then started surging again last week
on a less-hawkish-than-expected Fed. Such big volatility has
spawned similar outsized swings in sentiment, distorting investors’
perceptions of major silver miners. But their recently-reported
fourth-quarter operating and financial results reveal the true
underlying fundamental realities.
Four
times a year publicly-tradedFriday, March 24, 2017 |
|
 | Adrian Ash - Bullion Vault |
| Making Jam from China's Gold Investing |
| China's gold demand is turning from consumers to big investing...
"SO I PICKED up the phone...and it was one of the brokerage's regular clients,"
recalls Adrian Ash at BullionVault.
"Retired army major...somewhere out in the Shires.
"I want to buy sugar, he shouted. Now!
Friday, February 3, 2017 |
|
 | Captain Hook - Treasure Chest |
| Margin Debt to Become Issue |
| For stocks, we saw something remarkable last week, a strong close into options expiry in spite of non-supportive open interest put / call ratios across the key measures we follow, with the exceptions of IYT, NDX, and MNX. And if you look at the sectors, it was in fact the transports and tech that lead the markets last week. Tech was oversold due to the reaction post election, so this was not surprising, and almost seemed contrived; but I would not want to be accused of being a conspiracy theorisMonday, December 5, 2016 |
|
 | Gordon Long - Market Analytics |
| Expect the Unexpected! |
| Don't Ever Underestimate What Central Bankers & Government Will Do.
Full Report: Download
pdf
23 Pages, 34 Graphics
Falling Progits and Weakening Markets
The full report explores falling corporate profits, slowing cash-flow levels
and weakening market breadth.
Liquidity Again a Problem
We have been witnessing the disturbing trend of falling Fund Flows and slowing
Private Credit growth.
The rolling 3 month asset purchases by the global central banks gives us some
insight into anoTuesday, March 22, 2016 |
|
 | Mark O'Byrne - gold.ie |
| “Buy Gold” As “Insurance Is Warranted” – Deutsche Bank |
| Buy gold as “insurance is warranted” Deutsche Bank have advised in a note issued today.The embattled German bank has said that rising economic risks and market turmoil mean investors should buy gold for insurance.Market Performance – 2016 YTD via Finviz.com “There are rising stresses in the global financial system; in particular the rising risk of a U.S. corporate default cycle and the risk of a sharp one-off renminbi devaluation due to the sharp increase in China’s capital outflows,” Deutsche BFriday, February 26, 2016 |
|
| 24hGold - Yahoo |
| Morgan Stanley Takes First Place in High-Grade Bond Issuance |
| Rising Spreads, Falling Issues: Investment-Grade Bonds Hit Lows(Continued from Prior Part) Deals overview for the week ending January 22
SAS (sovereign, agency, and supranational) issuers dominated the primary market for high-grade bonds in the week ending January 22, making up 39.0%, or nearly $11.3 billion, of all issues. US financials made up 37.7% of all issues while Yankees commanded 19.8% of the total issuance.
The week ending January 22 brought the year-to-date issuance of high-grade coTuesday, January 26, 2016 |
|
| 24hGold - Yahoo |
| SMH Had $80.68 Million in Fund Inflows in Trailing 12-Month Period |
| An Overview of Fund Flows in Technology Exchange-Traded Funds(Continued from Prior Part) Overview of SMH
The Market Vectors Semiconductor ETF (SMH) tracks a market cap–weighted portfolio of US semiconductor companies. This ETF tracks the performance of 26 publicly listed companies in the US semiconductor sector.
The market capitalization of SMH is $426 million, and it has an expense ratio of 0.35%. The average daily volume of shares traded is $167.7 million. The price-to-earnings ratio of SMH iFriday, November 27, 2015 |
|
| 24hGold - Yahoo |
| SMH Had $80.68 Million in Fund Inflows in Trailing 12-Month Period |
| An Overview of Fund Flows in Technology Exchange-Traded Funds(Continued from Prior Part) Overview of SMH
The Market Vectors Semiconductor ETF (SMH) tracks a market cap–weighted portfolio of US semiconductor companies. This ETF tracks the performance of 26 publicly listed companies in the US semiconductor sector.
The market capitalization of SMH is $426 million, and it has an expense ratio of 0.35%. The average daily volume of shares traded is $167.7 million. The price-to-earnings ratio of SMH iFriday, November 27, 2015 |
|
| 24hGold - Yahoo |
| SMH Sees -$37.3 Million in Fund Inflows in Trailing 12 Months |
| Insight: Fund Flows in Technology Exchange Traded Funds(Continued from Prior Part) Overview of the SMH ETF
The Market Vectors Semiconductor ETF (SMH) tracks a market-cap-weighted portfolio of US semiconductor companies. This ETF tracks the performance of 26 publicly-listed companies in the US semiconductor sector. Its market capitalization is $343.2 million with an expense ratio of 0.35% and an average daily volume of shares traded of $216.2 million. The price-to-earnings ratio of the ETF is 15Monday, October 26, 2015 |
|
| 24hGold - Yahoo |
| SMH Sees -$37.3 Million in Fund Inflows in Trailing 12 Months |
| Insight: Fund Flows in Technology Exchange Traded Funds(Continued from Prior Part) Overview of the SMH ETF
The Market Vectors Semiconductor ETF (SMH) tracks a market-cap-weighted portfolio of US semiconductor companies. This ETF tracks the performance of 26 publicly-listed companies in the US semiconductor sector. Its market capitalization is $343.2 million with an expense ratio of 0.35% and an average daily volume of shares traded of $216.2 million. The price-to-earnings ratio of the ETF is 15Monday, October 26, 2015 |
|
| 24hGold - Yahoo |
| SMH Sees $117.45 Million in Fund Outflows in Trailing 12 Months |
| Fund Flows in Technology ETFs for the Week Ended September 25(Continued from Prior Part) Overview of SMH
The Market Vectors Semiconductor ETF (SMH) tracks a market-cap-weighted portfolio of US semiconductor companies. It tracks the performance of 26 publicly listed companies in the US semiconductor sector.
SMH’s market capitalization is $277.70 million with an expense ratio of 0.35% and average daily volume of shares traded at $215.1 million. SMH’s price-to-earnings ratio is 16.77x. Its price-tMonday, September 28, 2015 |
|
| 24hGold - Yahoo |
| China Stock Roundup: Baidu to Sell Senior Notes, Alibaba Adds 11 Countries to Tmall Global - Analyst Blog |
| Markets had a holiday-shortened but eventful week, experiencing gains before losing on Thursday. Mainland markets were closed on Monday because of the Dragon Boat Festival holiday. Stocks rebounded on Tuesday riding on gains chalked up during late trading.The benchmark index increased again on Wednesday, with energy and power stocks leading gains. However, stocks plunged on Thursday, with tech stocks emerging as the biggest losers. China Eastern Airlines Corp. Ltd. CEA, China Southern AirlinesThursday, June 25, 2015 |
|
 | Jordan Roy Byrne - The Daily Gold |
| Miners Extremely Oversold as Tax Loss Selling Ends |
| Another December and gold stocks have reached another extreme oversold condition.
This was the case precisely 365 days ago and the precious metals complex, led
by the miners rebounded strongly for nearly three months. A year later and
the gold stocks are even more oversold. They've been in a bear market for more
than three and a half years and in terms of price are very close to matching
the worst bear market of all 1996-2000. Only time will tell if this is truly
the end of the bearSaturday, December 27, 2014 |
|
 | Chris Powell - GATA |
| Rule tells KWN about Denver conference, sees rising investment in monetary metals |
| Sprott Asset Management's Rick Rule tells King World News today about the gold mining conference just held in Denver, which included discussion of "peak gold" production. Rule adds that investment fund flows into monetary metals have been "very strong" lately. An excerpt from Rule's interview is posted at the KWN blog here:
http://kingworldnews.com/kingworldnews/KWN_DailyWeb/Entries/2014/9/17_Ru...Thursday, September 18, 2014 |
|
 | The Energy Report |
| Conjuring Profits from Uranium's Resurgence: David Sadowski |
| The Energy Report: David, the uranium price remains below the cost of production for many producers and the forecasts for uranium production are flat. Why are you optimistic about the uranium space?
David Sadowski: In the current price environment, supply won't be able to keep up with demand growth. That's really the core to the uranium investment thesis. The cost of uranium production spans a pretty wide range, from the mid- to high-teens per pound for the cheapest in-situ leach mines in KazaThursday, March 27, 2014 |
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