Stocks & Equities
What I suspect it will happen in the U.S. stock market is, it is going to have some kind of correction somewhere along the line for whatever reason and then everybody will call up Washington and say, “Oh my God! You have to save us, civilization is at risk. You will ruin your reputation and our work.”
The bureaucrats and politicians that are not terribly smart, they will panic and they will come to the rescue. I do not know what they will do, they will do something to calm everybody down and I suspect the market will turn around and have another big rally.
also:
I am still long Japan, I would like to buy more if I find the right opportunity, the right thing. I think that Japan is going to turn into a bubble again. It has been 25 years since they had a bubble in Japan, so maybe they are overdue.
Prime Minister Abe and the head of the Central Bank seem determined to do whatever it takes to drive things higher. They said they will print, in their words, unlimited amounts of money, so I am afraid it will turn into a bubble but in any case, I am still buying.
also from Zero Hedge:
Two years since his last interview with us, investor Jim Rogers returns and notes that the risks he warned of last time have only gotten worse. In this week’s podcast, Jim shares his rational for predicting:
- increased wealth confiscation by the central planners
- a pending major financial market collapse
- gold’s return as the preferred safe haven investment
- more oil price weakness, followed by a trend reversal
- Russia’s rebound
- a China bubble reckoning
- agriculture’s long-term value
….read entire interview HERE
Jim Rogers is a legendary investor that co-founded the Quantum Fund and retired at age thirty-seven. He is the author of several investing books and also a renowned financial commentator worldwide famous for his contrarian views on financial markets.

Two weeks ago, I stated that that the markets were oversold enough for a bounce. That bounce came with a vengence this week as the lack of Fed action on raising interest rates spurred the bulls with a continuation of ultra-accomodative policy.
- Important Note: There have been MANY articles/commentaries suggesting that the bull market won’t end when the Fed starts raising interest rates. Despite much evidence to the contrary, here is a thought – IF the markets continue to rally each time the Fed DELAYS hiking rates, what do you think will happen WHEN they actually do? Just something to think about.
The problem is that the rally this past week retested the previously violated bullish uptrend. As I discussed with one of my favorite reporters yesterday:
“While the rally this week was nice, it failed to break back above resistance which it needs to do to reestablish the bullish trend. Currently, the markets have held the long-term bullish trend line that has remained intact since December of 2012 with two successful tests over the past month. That is bullish for now and indicates buyers are still in the market. However, there is a BATTLE being waged between the bulls and the bears as prices have continued to deteriorate from early-year highs. That battle should be resolved soon, and for now the bears have the advantage.“
Importantly, notice that the previoulsy OVERSOLD condition in the lower panel is now back to OVERBOUGHT. This suggests that the rally is likely near completion. This does not mean that the markets can NOT rally to new highs, they certainly could. However, the risk, for the moment is to the downside. However, as stated above, the BULLISH TREND remains intact which keeps portfolios allocated towards equities.
Very importantly, the last sentence above does not mean that the elevated risks that currently prevail should be ignored. As I stated…..
…..click HERE or on the “inside THIS ISSUE” to read more

For the first time in more than 50 years, doctors have found a way to treat this dreadful disease — by using the capabilities of our own immune system.
This technology is called immunotherapy. (I recently told you how the long-awaited revolution in the fight against cancer is here.)
Some of the biggest pharmaceutical companies in the world are pouring tons of cash into this new treatment. And results show these companies are making amazing strides to prolong the lives of patients with some of the worst forms of cancer.
Immunotherapy is one of the biggest early-stage trends in the world. And I shared some of my favorite small-cap stocks that will benefit greatly from this trend.
Today, there is a new generation of immunotherapy. It’s not only curing deadly diseases like cancer — but also preventing patients from catching these diseases in the future.
This “new generation” technology has opened up another huge investment opportunity for investors.
Immunotherapy is one of the biggest trends in healthcare.
In short, this technology trains your body (immune system) to attack just the bad cells … not the good ones. That’s a big difference from current cancer treatments like radiation and chemotherapy, which kill all cells.
This new technology is being used to fight all kinds of diseases — including almost every form of cancer.
And recent test results from this new technology are nothing short of remarkable.
For example, melanoma and pancreatic cancers used to be viewed by doctors as a death sentence. Today, patients can live for years instead of months through different types of immunotherapy treatments.
For the first time in decades — there is now hope for people diagnosed with deadly cancers.
I’ve spent a lot of time researching this subject over the past two years. That’s because my dad passed away from cancer. Plus, my wife is a breast cancer survivor.
And over the past nine months, I’ve recommended several immunotherapy stocks to my subscribers. This includes the dominator in the field (Bristol-Myers) and several small-caps with unique technologies.
Here is how these picks have fared thus far …
* These stock picks were recommended in a previous publication when Frank was an editor at S&A Research. BMY was recommended in the Disruptors & Dominators newsletter, where Frank is the current editor.
The average percentage return from these five picks is 180.6%. And every position has generated positive returns since its recommended date.
I’m not posting these winners to brag. Like most investors, I’ve had my share of losers — including several within the biotech industry.
However, this illustrates how much money you can make by investing early in game-changing technologies.
For immunotherapy, it’s not too late for investors to make money.
This trend is still in its infancy. And as I explained before, there is new technology that’s helping patients with deadly diseases live even longer. This includes stimulating T-cells is ways never seen before. (T-cells are a type of white blood cell that destroys cancerous or infected cells.)
It’s almost like awakening an army inside your body to fight cancer. Not only is this army defeating cancer (by shrinking tumors) — but it’s also preventing these diseases from coming back in the future.
My advice is to start researching immunotherapy companies that have recently come to the market through Initial Public Offerings (IPOs).
This includes names like Aduro BioTech (ADRO) and Adaptimmune Therapeutics (ADAP).These are companies with new immunotherapy platforms.
I don’t suggest buying these stocks right away. They are extremely volatile — and just became public companies.
However, you may want to keep them on your watch list.
If we get an overall market pullback, it could create a great opportunity to get exposure to this secular game-changing trend.
Good investing,
Frank Curzio

FOMC will hold off an interest rate hike until Sept 2015. Markets should bullish for a few months more. Keep your fingers crossed!
The Dow Transports looks to recover. A very nice cycle. Expect a bullish up swing. However dont expect it to be a great up swing with impending interest rate hikes.
The Risk on or off chart suggest that a few more months of strength to the risk on sectors (XLK, XLI, XLY). But note that the down cycle is due, in a few months.
NOTE: readtheticker.com does allow users to load objects and text on charts, however some annotations are by a free third party image tool named Paint.net
Investing Quote…
“Mathematics is the only exact science. All power under heaven and on earth is given to the man who masters the simple science of mathematics.” ~ William D Gann
“Until an hour before the Devil fell, God thought him beautiful in Heaven.” ~ Arthur Miller, “The Crucible” [Contrarian Investing]
“It’s easier to fool people, than to convince them they have been fooled.” ~ Mark Twain
“The minute you get away from the fundamentals – whether it’s proper technique, work ethic, or mental preparation – the bottom can fall out of your game.” ~ Basketball Legend Michael Jordan.
“Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Las Vegas.” ~ Nobel Laureate for Economics Paul Samuelson

I hope by now that you’re taking the war cycles that I’ve been telling you about since late 2012 seriously.
Martin has been documenting the details around the globe. I work with the big picture, the cycles and forces that are causing the world’s social fabric to come unglued. Domestically and internationally.
That’s why I also believe that the war cycles must also be understood in the right context. That context is the following: Not since the mid- and late-1800s have so many different war cycles converged together at the same time.
Back then we had the American Civil War, then the Spanish American War and the California Indian Wars.
Across the globe, we had the Taiping Rebellion, the Second Anglo-Burmese War, the 1853 to 1856 Crimean War, the 1854 to 1873 Miao Rebellion in China … The Ten Years’ War of Cuba and Spain … the Japanese invasion of Taiwan (1895) …
And dozens more domestic and international conflicts.
In the years leading up to the peak of the current convergence of war cycles — in 2020 — we will see dozens more conflicts erupt all over the world.
Many ask me, “What kind of wars can we expect?”
My answer: Just about anything goes, from civil war to international war, to increased government spying on citizens … to intergovernmental and corporate espionage … to currency and trade wars … to rising fascism … anti-Semitism … to natural resource wars … and also, to war on your wealth and retirement.
Entire borders will be redrawn. For instance, Scotland will eventually separate from the U.K. after a 308-year-old union.
The Spanish province of Catalonia already wants to separate from Spain.
Italy has three secessionist movements underway: the Northern League and nationalist groups in Venice and Sardinia.
Quebec has been threatening to secede from Canada for more than 50 years, and my sources tell me a new movement is organizing to push through another referendum. In the last one, in 1995, Quebec lost by only one percentage point. The U.S. is no exception. Movements to secede are now active in 35 states — yes, fully 70 percent of all in the union.
Included among them are active secession movements in Texas, California, Vermont, New York (Long Island) … Massachusetts and Maryland. The list goes on and on, and includes a total of 124 active secessionist movements.
t’s a sign of the times. And as more and more separatist, secessionist movements crop up all over the world, you can count on big government clamping down harder than ever before.
Why? Because big governments need the tax revenues of a larger and larger number of people, not smaller numbers.
But ironically, this hunt for money that mostly the Western governments of Europe and the U.S. are engaging in …
Is precisely why you can expect more civil strife, more domestic unrest and more secession movements in the future.
This is a sign of the times. It’s not just Russia versus Ukraine … it’s not just China versus Japan … it’s not just the peripheral countries of Europe versus Germany or France …
It’s a systemic rise of civil and international discontent
all over the world that at its root … is all about
big government versus the people.
It’s going to get worse, a lot worse. And it’s the single most important force that you need to pay attention to going forward.
It’s more powerful than inflation … more powerful than fiat money. Rising social discontent is more powerful that just about any economic force known to civilization.
Think Ferguson and Baltimore were racial issues? On the surface, that’s what they seem like. But they have nothing to do with race, and everything to do with people versus authority.
Same for the recent incident at a pool party in McKinney, Texas last week.
As I have said all along, the current setup of the war cycles — the way they are converging and ramping higher — has not been seen in at least 150 years …
And over the next five years, until they peak in 2020 …
That means you can expect all kinds of strange things to happen. It is also, ironically, one of the reasons you will want to own stocks, lots of them, once the Dow Industrials and other major broad stock markets stage a much-needed pullback.
Why? Because the war cycles — even though they will also be impacting the U.S. — will send trillions of dollars to our shores, the U.S. being considered the safest country to park wealth in.
Right now, all markets are moving sideways in some of the tightest trading ranges in years.
But don’t be fooled. The tightest trading ranges in years will soon give way to the wildest market moves in years.
Stay tuned in, very tuned in.
Best wishes,
Larry
