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It Feels Like Inflation

By: Gary Tanashian of Biiwii.com

Last night’s post on the US stock market ended as follows:

“As far as the Fed and its puny rate hikes are concerned, that is irrelevant.  This market is flipping them the bird.  Markets can rise a long way before a rate hike regime finally kills them.  It feels like inflation folks.”

This prompted a question from an NFTRH subscriber about what markets would benefit, and in what differing ways would they benefit if an inflationary phase comes to dominate?  That is a far reaching question and a difficult one as well, because inflation’s effects have a way of being unpredictable (how many would have answered ‘US stock market’ in the spring of 2011 to the question “where will the post-crisis inflation to date manifest on this cycle”?).

Last weekend, in an NFTRH 396 excerpt we talked about Applied Materials stellar quarterly report and what it might mean for the economy, the Fed, the gold sector and most of all the idea of an inflationary backdrop becoming more readily apparent (2003-2007 Greenspan style). [Continue reading]

Weekly Futures Recap With Mike Seery

We've asked Michael Seery of SEERYFUTURES.COM to give our INO readers a weekly recap of the Futures market. He has been Senior Analyst for close to 15 years and has extensive knowledge of all of the commodity and option markets. Michael frequently … [Continue reading]

All Is Well This Memorial Day Weekend - Right?

Hello MarketClub members everywhere. As we come to the end of the week and the trading month and face the long Memorial Day weekend, I have a slightly uneasy feeling about the markets. Later on today, Janet Yellen the Fed chair is set to speak … [Continue reading]

Oil Climbs over $50: Can Investors Bank on a Recovery?

The price of a barrel of oil has almost doubled from its low of $28 at the start of the year, prompting speculation that a recovery is underway, which may result in the revival of companies in the exploration, production and services sectors that … [Continue reading]

Is Apple About To Buy Netflix?

Hello MarketClub members everywhere. The buzz around Wall Street this morning is that Apple is going to buy Netflix. As you probably know, Apple has a huge cash hoard rumored to be somewhere around the $200 billion level. Netflix is worth perhaps 40 … [Continue reading]

I Had To Change The Bull Head Today

Stock indexes are melting higher, which usually suggests unsustainable short covering. We took profits on long trades and moved into the short side. Hopefully, my head won't be hanging on a wall because of it, but the market internals and a … [Continue reading]

It's All Systems Go For This One Index

Hello MarketClub members everywhere. I just got back from a few days in California visiting my new 2-month-old grandson which I'm very excited to say is a well and a very hungry little guy. While I was away the index markets just thrashed about until … [Continue reading]

Will The Fed Raise Rates This Summer? It's Iffy

What a difference a week makes. Two weeks ago the odds were heavily against the Federal Reserve raising interest rates before September. Now it seems the market consensus believes the Fed will raise rates before the end of the summer, either at its … [Continue reading]

The Stock of the Week is poised for a 12% gain

Our Stock of the Week was released this morning. Did you get the email? If you're not yet subscribed to INO's Stock of the Week, you can get this week's pick right now and you'll receive a new pick each and every Tuesday before the opening … [Continue reading]

The Dollar Takes 'EM Down

Dear readers, I am very grateful to get all your feedback and suggestions that you kindly share with me all the time! Rasesh Shukla, one of our regular readers asked about the Emerging market currencies and particularly about Indian rupee in a … [Continue reading]

Stocks Struggle To Find Direction

Hello MarketClub members everywhere. As we start the week, it looks as if the market is still trying to digest what the Federal Reserve said in its meeting minutes last week. All eyes will be on the housing, PMI and wage numbers due this week as well … [Continue reading]

Two Overlooked Streaming Stocks with Huge Upside Potential

Streaming/royalty stocks have been darlings of the commodity investment world. In the precious metals sector, this type of company provides financing for mining companies in the form of an upfront cash payment in exchange for a percentage of … [Continue reading]

Weekly Futures Recap With Mike Seery

We've asked Michael Seery of SEERYFUTURES.COM to give our INO readers a weekly recap of the Futures market. He has been Senior Analyst for close to 15 years and has extensive knowledge of all of the commodity and option markets. Michael frequently … [Continue reading]

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