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Friday Charts

Friday Charts: Your Post-Tax Day Gift — and the Ugliest Earnings Streak in Tech

By Louis Basenese - Apr 21, 2017

Today in Friday Charts, we’re going to start with the ugliest, most depressing earnings trend in existence. Then it’s time to pivot to an opportunity hiding in a shiny, contrarian wrapper. It’s almost like a tax-day gift!

Gold

India’s $1.8 Trillion Gold Mine

By Jonathan Rodriguez - Apr 20, 2017

The market’s smallest stocks have gained 14% since the election Donald Trump – compared to a 9% gain of the S&P 500. However, the stock rally has been put on hold for the time being – at least here in the United States. But as senior analyst Jonathan Rodriguez explains, now is the perfect time to load up on small caps abroad…

International

The Truth Behind Poland’s Growth Surge

By Martin Hutchinson - Apr 19, 2017

Despite the stagnant economy in Europe, Poland’s flexibility of its own currency and competitive wages have combined to give the country a healthy growth rate. Here’s how to play the country’s continued momentum.

Banking

Trump Redraws the Thin Red Line in Banking

By Martin Hutchinson - Apr 18, 2017

There’s a movement within the Trump administration — driven by top economic aid Gary Cohn — to put Glass Steagall back on the books. Such a move would send profound aftershocks across the financial system. So I asked my senior analyst, Martin Hutchinson, to get the scoop.

International

French Election Reaches Boiling Point

By Martin Hutchinson - Apr 17, 2017

The run-up to the Presidential Election in the United States was a spectacle. And Donald Trump made sure of it - with his heavy use of social media to ensure everyone was paying attention. But don’t let your preoccupation with the machinations at 1600 Pennsylvania Avenue blind you to the potential global impact of another historic election unfolding in France.

Friday Charts

Friday Charts: Tesla’s Absurd Valuation and Amazon’s Endless Warpath

By Louis Basenese - Apr 14, 2017

This week, we’re tackling the pesky debate about Tesla’s valuation and the Great Retail Apocalypse of 2017 – triggered by Amazon.

Retail

Target Falls Victim to Amazon’s Unstoppable Ascent

By Jonathan Rodriguez - Apr 13, 2017

Analysts project the biggest earnings growth for the S&P 500 since 2011 this quarter. But retail companies are bracing for pain. You see, while Amazon has soared, brick-and-mortar shops have been dying a slow death. And Target is the next victim.

Silicon Valley

Silicon Valley Bubble About to Burst

By Jonathan Rodriguez - Apr 12, 2017

On the West Coast, a new housing bubble has formed in one of America’s most vibrant cities. It’s a Silicon Valley bubble that not even Dodd-Frank could save.

Video Games

GameStop’s Earnings: The End of the Video Game Boom?

By Martin Hutchinson - Apr 11, 2017

The PureFunds Video Game Tech ETF (GAMR) has virtually doubled the returns of the S&P 500 over the last 12 months. But on the heels of a bad earnings report, “experts” now believe that GameStop (GME) just rained on the video game parade.

Political Scandal Rocks South Korea

By Martin Hutchinson - Apr 10, 2017

South Korea was recently rocked by (yet another) political scandal — the result of which landed President Park Geun-hye in the clink. To be prudent, I asked my senior analyst, Martin Hutchinson, to unpack the situation.

Technology

Trump’s $2.5 Trillion Moneybomb Detonates Soon

By Louis Basenese - Apr 7, 2017

A $2.5 trillion “Moneybomb” is destined to hit U.S. shores this year. When it detonates, it promises to trigger one of the largest one-time wealth transfers in the history of capitalism. Here’s how to play it.

Oil

Prepare for a Sudden Rebound in Oil Prices

By Jonathan Rodriguez - Apr 6, 2017

The seesaw action of oil price action has wreaked havoc on the resolve of bulls. But if OPEC’s recent agreement to hold down production in an effort to reduce oversupply sticks, there’s a lot more upside ahead.