Many investors have already locked in their gains for the year ahead of the coming holidays. Including me. I will be back December 27th and write about what you should do with your portfolio before the year ends. Merry Christmas!
Category Archives: Uncategorized
Budget deal
U.S markets sold off yesterday and the Russell 2000 had the biggest drop, finishing down -1,6%. The S&P 500 slid -1,3%. Nikkei is down 1,1%. Investors are waiting for a FED tapering next week.
The Democrats were concerned about the possible effects on federal employees. Negotiators included pension payment increases for military personnel to mitigate the effects on federal workers. No one spend so much money on military than U.S. Why not cut the spending here?Republican leaders want to increase user charge paid by airline passengers and try to reduce the deficit by an additional $20 billion.
Investors are looking forward to next U.S Federal Reserve`s Open Market Committee (FOMC) meeting (December 17 – 18). Last friday we saw a stronger than expected U.S jobs report and that led the FED to move its timeline for implementing a tapering (QE) earlier than expected and that is at the next week`s FOMC meeting.
All the speculation on the tapering process is that it has numbed traders to the actual event, but some say that the markets have already mostly factored into their price structures the Fed tapering, when it does occur. If so, we will see the S&P at 1900 at the end of this year.
Ben Bernanke have a few weeks left as a chairman in Fed. Is he gonna do something before he steps down? How can the Fed stop QE, because QE is funding the U.S federal deficit? The U.S is spending more than they are earning.
They can start to taper 5 or 10 billion and probably cut some number of mortgages they are buying from the Wall Street bankers, but what is the odds for that? Anyway, this is not going to be easy for the middle class. Be prepared!
News today: Core Retail Sales, Retail Sales & Unemployment Claims at 8:30am, Business Inventories at 10:00am, 30 Year Bond Auction 1:01pm.
Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.
Filed under Uncategorized
Cyber Monday Sales
More sales to Amazone and Ebay. Not only Thanksgiving and Black Friday is increasing their revenue. Cyber Monday Sales is coming on top of that. What`s next? Consumer Confidence is falling, but online shopping is taking off!
Web sales is projecting to climb 15% this holiday season, while retail sales is growing only 3,9%. This is three times faster than the retail sales. Cyber Monday has historically been the single biggest shopping day of the year so far for U.S retailers, but this is not the reality anymore as the web shops continue to gain share.
Shopping on tablets and smartphones increased twice as fast in the third quarter as desktop online spending, according to ComScore. Thanksgiving have shown that tablets are more popular for purchases, while mobile phones are preferred for browsing.
This is good news for FedEx, Ups, DHL and U.S Postal Services. As the online shopping increase, the amount of packages, revenue and work for the shipping companies will also increase. Amazone and Ebay are big, but there is someone out there that is much much bigger and they are not on the stock exchange yet. I will write about them later.
Investors and money makers are now waiting for December 18.
Filed under Stock market, Uncategorized
Thanksgiving
It is Thanksgiving today and Black friday tomorrow.
I will be back on monday. Have a great weekend!
Filed under Uncategorized
Streaming is the future!
Internet changed the world, but we have only seen the beginning. You all know what happend to the print media. Internet relegated the print media to insignificance! Not only have the subscriptions gone, but the ad revenue has dropped dramatically too.
We are now seeing the same with the television. More than 5 million have already “cut the cord”. People ditched ordinary television in favor of online content from the likes of Hulu, Aereo, Netflix, YouTube, Amazon Prime, iTunes video and Goolgle Play. This trend will continue and is accelerating too.
Netflix is growing month after month and the ordinary cable TV subscriptions declines every day. A dramatic change. For every one American who ditched cable TV, we saw two signed up for Netflix. Now, you know what to buy and what to short?
Some investors are talking about a bubble in the technology industry. Is that right? Well, Nasdaq is nearing 4.000, and that is a level we have not seen since September 2000. Just months after the tech market collapsed. All this only a few months after the U.S Government shut down for 16 days early in October this year. This bull market is very odd!
Investors are bearish on gold and this precious metal is now trading at $1284,00. Once again below the support level at $1300. It is heading for the first annual loss since 2000. People do not belive in it anymore.
Gold slumped 23% this year and this is the biggest annual loss since 1981. Gold drops because the inflation everyone is waiting for fails to accelerate and the S&P 500 reaches all-time highs. I think people are bearish before Yellen`statement. She is ready to back stimulus until she sees a great growth in the economy.
News today: TIC Long-Term Purchases at 9:00am, NAHB Housing Market Index at 10:00am (all times: eastern time). Fed chairman Ben Bernanke will speak tomorrow!
Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.
Filed under Commodities, Stock market, Uncategorized
Ket Garden
Business, Politics, Finans 