If there is one evidence of inflation, then it's in food. All have been going higher since the stimulus in March 2020. The population hasn't been growing that fast, it's all because of money printing.
woensdag 30 december 2020
dinsdag 22 december 2020
maandag 21 december 2020
Copper Deficit to Grow
It is expected that the copper price will rise in the coming decade. To bet on this you can buy Nova Royalties, Oroco Resource or Deep-South Resources.
vrijdag 18 december 2020
China is Booming!
China power consumption for November 2020 was up 9.4%, a record high for the year.
donderdag 17 december 2020
Corporations are flooded with cash
Corporations have record amounts of cash, which will spur more buybacks.
Earnings are expected to balloon.
woensdag 16 december 2020
dinsdag 15 december 2020
Yardeni Ups Forecast on the Economy
Yardeni upped his forecast again from 4000 on the S&P500 to 4300 on the S&P500.
Old:
New:
U.S. Treasury Maturity Schedule
We know the Fed won't let these mature, because then they would have losses at rising bond yields. These will need to be rolled over at higher bond yields. Or they need to print more money to buy them up.
For more info read my article.
maandag 14 december 2020
Bank Stocks Vs. Yield Curve
The yield curve decides the net interest margin for banks. A rise in the yield curve will make banks more profitable and leads to a rise in the share price of bank stocks.
zaterdag 12 december 2020
woensdag 9 december 2020
vrijdag 4 december 2020
donderdag 3 december 2020
woensdag 2 december 2020
Oil Inventory Vs. Oil Price
When oil inventories rise, this means there is a glut in oil. The oil price will go down.
Macro-economic indicators from the EIA should be monitored.
- Refinery net production
- Weekly oil production
- Weekly oil stock levels
- Distillate demand
- Global oil supply and demand
- Baker Hughes rig count
- Weekly supply of petroleum products
Make sure to check the GDP outlook from the Atlanta Fed.
