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Is Energy a Falling Knife Worth Trying To Catch? In the crazy equity markets that we are forced to work with, there is one notable equity sector that has not held onto Trump rally gains. Energy is by far the worst performing GICS level 1 sector in the U.S. this

As negotiations are now underway in the US congress for the Trump FY2018 budget, my thoughts are that this is going to be one of the most contentious in modern history. A week ago, Congress passed the American Health Care Act, which repeals much of Obama’s Affordable Care Act and

The S&P 500 or The S&P 495?   Equity markets held up this week despite the collapse in crude oil and base metals prices. Historically the S&P 500 moves in sync with crude oil and base metals – both indicators of aggregate demand and therefore the health of the economy.

Before I get into a prediction, let me caution readers that the prices of Goldminer stocks are not 100% correlated to the price of gold or even earnings or increases in reserves. They fluctuate mostly depending on promotion, whether it come from the company, the industry or the other major

Ask yourself if you were surprised at the report that electric vehicle (EV) manufacturer Tesla Inc (TSLA), following a June 2010 IPO, is already as big in market cap as 108-year old General Motors (GM), at roughly $51 billion each. After all, Tesla is just 13 years old, and publicly traded for

Lower 15% corporate tax rate Trump’s tax plan calls for slashing the federal income-tax rate to 15% for corporations, small businesses and partnerships of all sizes. It also imposes a one-time tax on about $2.6 trillion in earnings that US companies have tax sheltered overseas. Reduction of personal tax brackets from

Perhaps fewer than 5% of non- Latino Americans are interested in travelling to Cuba, but there is so much for everybody to see and do. Pat and I spent 11 of the past 18 months there, almost all of it in Havana. Our many friends and our apartment will surely

Blue Skies Are Here Again   Financial markets are hitting on all cylinders this week as we are finally seeing coherence among risk assets. European and U.S. equities are gapping higher with numerous indexes hitting all-time records, government bond markets are resuming their tailspin as credit spreads tighten, the dollar

Trading The Trading Range Another minor drop in world equity indexes in April and another snap back rally bringing most equity indexes back to multi-year or near all-time highs. The concept of risk in today’s market has melted away like dew before the hot summer sun. Syrian air strikes, saber-rattling

As many of you know, Marc Farmer is a business associate who manages all precious metals bullion trading and storage for my clients. In this report, Marc opines that capital and physical markets are about to undergo a major reality check that will serve to drive precious metal prices much higher.