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Charles Nenner Sees Bear Market in Oil For 2019
Charles Nenner, founder and president of Charles Nenner Research Center, provided a gloomy forecast for the oil market last week. Nenner was bullish on the Euro. Nenner also commented on the...
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Jeff Saut Says Market is Bottoming
Raymond James strategist Jeff Saut said the stock market was at a bottom last week. Saut said “people are underinvested” in stocks. The U.S. economy is not going to slow as much as expected and...
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Helima Croft Says Oil Demand Concerns Trumping Iranian Actions
The US supply picture has really changed the dynamics of oil according to Helima Croft, RBC’s energy analyst. Potential theats to the Strait of Hormuz, which would have sent oil skyrocketing to over...
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Global X MLP ETF Allocation Increased
Weakness in energy focused MLPs over the past three months has presented an opportunity to increase the position size in the Global X MLP ETF (MLPA). The fund seeks to track the performance of the...
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Jeremy Siegel: Market Similar to January 2018
On CNBC yesterday Jeremy Siegel expressed concern that the market’s rally was looking similar to January 2018 which led to a stagnant market in the following months. Momentum players are driving this...
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Value Investor Bill Nygren’s Ideas
Oakmark’s veteran value manager Bill Nygren was on CNBC today providing his latest ideas. Nygren began by justifying his reason for trimming his stake in Apple (AAPL). After the stock has run-up over...
View ArticleThe End of the SMA Portfolio
via GIPHY It’s hard to do this, but this brutal blitz krieg bear market has caused me to do a lot soul searching and I’ve decided to change course. The SMA Portfolio will no longer exist as originally...
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Markets Unraveling
Coronavirus fears have created a contagion of panic on Wall Street. Dow Futures tonight (2 am at 3/19/20) are at this moment down 707 points after a brutal past two weeks. I have a feeling we’re at the...
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Ameritrade and Onerous Reorganization Fees
My son has a Roth IRA with Ameritrade. One of his holdings had a 1:50 reverse split and Ameritrade charged $38 for a reorganization event. When I looked up the position it was basically worthless (4...
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The Cure Might be Worse Than the Disease
The Atlantic article Why the Coronavirus Has Been So Successful: https://www.theatlantic.com/science/archive/2020/03/biography-new-coronavirus/608338/ Excerpt: The immune system fights back and attacks...
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