Cannabis Tax Loss Selling Tax loss selling should kick into high gear over the next couple of weeks as investors seek to offset capital gains before year’s end. For those wanting to play the “January Effect”, public marijuana stocks is one beat up area to look. That’s the widely researched market anomaly that finds depressed […]
2020 PRIVATE EQUITY OUTLOOK: Pitchbook’s private equity analysts just released their 2020 predictions and analysis for the PE industry. Here are several that caught my eye: — We will see another acquisition of a major alternative asset manager: “On the heels of Brookfield’s $4.7 billion acquisition of credit-focused Oaktree and SoftBank’s $3.3 billion purchase of long-time […]
The following is a recent (from June) Investment idea from a friend – a 35 private investor from Isreal and former Wall Street hedge fund manager. His name is Omero and he is more than successful. Kamada is his largest position in his portfolio. Omero is also the one who recommended CVET recently which I […]
Marc Chandler is Chief Market Strategist at Bannockburn Global Forex, LLC and writes a daily post on currencies, global equities and bonds. He is a must-follow for his daily summary of what has happened in markets as well as thoughtful commentary on upcoming events as well as historical relevance. This week he wrote about risks […]
As mentioned yesterday in my Market Thoughts: Feeling Skiddish – US stocks are the most overbought since Jan 2018 heading into impeachment kickoff next Wednesday. SPY puts have an incredibly low IV of 8. EIGHT! I do not see what excitement the bulls can muster to drop that further. Also, our biggest US Bank, JPM, may […]
This post will be but a placeholder as I intend to follow up with a fuller note as to WHY I like Platinum and Palladium as longer-term investment themes (fundamentally) as this Reflation Trade thesis plays out more fully. For now, here is a good starting point…my Intermarket Analysis identifying technical entry points for both. […]
As a result of talks between US and China being reported as going well, the Yuan has been rising while the USD falls for a change. When negotiations broke-down in August, it weakened beyond 7 for the first time in more than a decade, prompting Washington to formally label Beijing a currency manipulator. But in […]
“Use what talents you possess; the woods would be very silent if no birds sang there except those that sang best.”Henry van Dyke Clients know I may not position or manage trades as well as I would like while analyzing, live commentating, engaging directly with clients, writing profusely, and trading across multiple timeframes… but they […]
