Timing & trends

Live From The Trading Desk: Long & Short Term Positions Now

Posted by Michael Campbell & Victor Adair

on Monday, 9 January 2017 18:32

Victor Adair covers the recent action in Gold, Interest Rates, Crude Oil, CDN Dollar, US Dollar and the very powerful Stock Markets. Also Victor on what he is doing long term to protect all assets.

….related: Agri-Equities and Agri-Food Prices: Both Strong

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Gold per troy ounce (toz or oz) in $ terms has slumped by a whopping 11% since the November 8, 2016 election. The dollar’s trade-weighted value, meanwhile, has risen by 4% over the same period, while the value of the 10-year Treasury has fallen by a considerable 6% and the S&P 500 has rallied by 6%. What happened? In a nutshell, perception changed. Traders bet on more fiscal stimulus-based growth, lower corporate taxes, higher federal deficits, higher nominal interest rates, and higher inflation, so stocks went up, bonds went down, and the buck went up.

….read more HERE

ETF Trends: Hedge – 1/9/17

Posted by Bespoke

on Monday, 9 January 2017 17:53

Gold miners have surged over the last few days with the shiny metal’s recovery in recent sessions. Biotechs have also made a bit of a comeback while metals and mining, east Asian equity indices, and oil services have also done well. Over the past week natural gas has gotten positively demolished, down over 16%. Turkey is down almost 6% as USDTRY continues to skyrocket higher amidst further purges of academics and the media by Erdogan. Oil has also undperformed, dropping on the order of 2%. Most equity indices haven’t dropped that much with the worst US-focused equity ETF we track (DES) dropping only 1.1%.

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Agri-Equities and Agri-Food Prices: Both Strong

Posted by Ned W. Schmidt

on Monday, 9 January 2017 16:20

When has food been more valuable than technology? Aside from all of history, that was especially true in 2016. Chart below is our Investment Scoreboard for 2016. In it are portrayed the returns for a variety of important market measures. Gold stocks, Silver, oil, and Agri-Equities clearly owned the year. Agri-Equities, number four in chart, substantially outperformed most of the equity markets. In 2016 food was clearly more valuable than those tired, old, over owned technology and internet stocks as indicated by the NASDAQ 100 being far down in the list.

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….read more HERE

….related: Chart: How Every Commodity Performed in 2016

Real Estate Forecast 2017

Posted by Michael Campbell & Ozzie Jurock

on Monday, 9 January 2017 14:17

Ozzie Jurock first covers the 2016 year end real estate numbers, the big story being Toronto up powerfully. Victoria, Vancouver and other cities in BC have seen sharp decreases in single family homes, though increases in condo sales.

….related: Surprising New Forecast For Mortgages

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