The seasonal period for oil typically starts in January and ends in early May. This year, that pattern certainly did play out. Today, I note that crude oil futures are up over 2% ahead of the sanctions on Iranian oil imports being reinstated. So, is this the sign that we should ignore the seasonal pattern Read More
Three strategies for high growth stocks
lower liquidity growth orientated securities
Got junk?
My friend Brooke Thackray writes a newsletter that ties his macro technical views into seasonal plays. Brooke, for those who don’t know him, is one of the original people in Canada to study seasonal trends. In fact, I met Brooke some 20 years ago after I read his first book – Time In – Time Read More
Got gas?
Somebody asked me about my Nat gas play recently – given that I had it pegged as a winner in one of my Top Picks on BNN back in March. Nat. gas has been pretty flat this winter. We bought a position in the Natural Gas ETF (UNG-US) at the bottom of its trading range Read More
Have your cake & eat it too: A new strategy for trading value stocks
Apologies for the choppy sentences in today’s blog. I copied it from another piece I had written, modified it for the blog–and it did not copy properly. I’m too lazy to figure out how to correct it. Bear with the sentence breaks…I believe you will get alot out of today’s blog. My outlook on the Read More
Bear-o-meter reads bullish!
Before getting into this month’s Bear-o-meter reading and interpretation, I thought I would quote Larry McDonald – who’s institutional research reports I have been subscribing to for several years. Larry’s research isn’t cheap, but he’s one of the more accurate analysts on the street. His background as head junk bond trader at Lehman’s (which was Read More