S&P 500
-23.81 -1.13%
Dow Indu
-279.47 -1.54%
-75.82 -1.54%
Crude Oil
-0.45 -0.78%
0.00 0.00%
0.0000 0.00%
US Dollar
-0.247 -0.32%

Investors: Prepare For A Bumpy Earnings Season

By: David Sterman of Street Authority

The chickens are coming home to roost. After a remarkable eight-month rally in the dollar, many U.S. firms are finally feeling the pinch.

In the near-term, investors need to brace for a cautious earnings season. Yet, as I'll explain in a moment, there are still ample reasons for long-term optimism, especially when the dollar loses momentum and/or the global economy starts to rebound in earnest.

The strong dollar, which blunts the competitiveness of American firms, both at home and abroad, will have a clear impact on first-quarter results and forward outlooks. According to FactSet Research, 85 companies in the SP 500 have already warned of a Q1 profit shortfall, while just 16 companies have pre-announced that results will be better than expected. If that figure of 16 holds, it will be the lowest number since the first quarter of 2006. [Read more...]

Article source: http://www.streetauthority.com/node/30539668

Chen Lin's Secret to Finding the Next Goldcorp

The Gold Report: You've written that the China-led Asian Infrastructure Investment Bank (AIIB) could lead to a boom in commodities. We recently saw that South Korea is joining a number of European countries and signing on, despite U.S. reservations. Do you see this as a threat to U.S. fiscal dominance?

Chen Lin: I think this is a first step for China. The country has a huge reserve, $4 trillion, much more than it needs on the balance sheet to stabilize its currency. The rest is wasted, collecting no interest. China made some huge mistakes in the past through poor acquisition decisions because of faulty lending standards. This is a sign that it has learned from its mistakes and wants to make the most of the trillions it has to loan out right now. The bank will operate close to international standards, and because it has many nations involved already, defaulting loans will include less risk.

"Pretium Resources Inc. is a very high-grade, low-cost, exciting story."

This is a test. If it is successful, it can expand to Africa, South America, even Europe and North America. China has trillions of dollars sitting, doing nothing. It wants to find a way to lend money it can almost guarantee to get back and then put the money to use in the form of development. China has a huge infrastructure network capacity, requiring steel and cement. This creates jobs, which is good for the economy. That was the thinking behind the announcement.

If the AIIB is successful, it will be a big boon for base metals, energy, platinum and palladium sectors. It may even boost silver demand and prices because of its industrial use. I don't think it will have too much impact on gold, though.

TGR: Does that include copper? It has been below $3 per pound ($3/lb) all year. [Read more...]

Article source: http://feedproxy.google.com/~r/theaureport/Ajgh/~3/VljXJx6RlrQ/16601

Offer Expired - 20 Years, 20% Off Promotion

Today is the last day to take advantage of our 20 Years On The Web, 20% Off MarketClub promotion. For a limited time, you can try MarketClub, INO.com's premium analysis service, for 30 days for only $8.95. If you love us, your MarketClub Membership will continue at 20% off of our current membership rates. If we're not right for you, no hard feelings. We'll just be happy that you gave us a try.

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How the Five Principles of Capital Allocation Can Mean Gold Mining Success

The Gold Report: The price of gold is flirting with a five-year low. Do you attribute this solely to the strength of the U.S. dollar, or are there other factors at work?

Ralph Aldis: There are other factors. Most important is the strength of the equity markets. Looking at a six-year window, we have seen, for the third time in the last hundred years, the highest returns for such a period. This happened before in 1929 and 1999. These phenomenal returns have been fueled not by fundamentals but rather by the U.S. Federal Reserve, which is trying to jumpstart the economy.

All this has taken people's eyes off gold, but it won't go on forever.

TGR: The bear market in gold equities is now four years old. This means lower gold production and less exploration. Gold production from South Africa has collapsed. Shouldn't lower gold production result in a higher gold price? [Read more...]

Article source: http://feedproxy.google.com/~r/theaureport/Ajgh/~3/_c0Krofo7SE/16579

How to Make Money in the Chaos of Oil and Gas

The Energy Report: Stephane, do you think the oil price has hit bottom and is now recovering?

Stephane Foucaud: When the Brent oil price was close to $50/barrel ($50/bbl), I think it was the bottom. It has recovered quite a bit. There is a risk that it might dip again, but I don't think we will reach the low $50s for quite some time. The reason I think there is a risk that the oil price could dip is that there has been an overreaction to the North American rig fleet reports, and particularly to what appears to be a large number of rigs being taken out of the market. Those rigs are, however, associated with lower-producing areas. Therefore, I think it's more sentiment than reality in terms of impact on the supply. The recovery has been too steep.

TER: What prices are you forecasting for 2015 and 2016?

[Read more...]

Article source: http://feedproxy.google.com/~r/theenergyreport/caoK/~3/yMw_yYAi6co/16542

Why Eurozone Growth Could Trigger A U.S. Budget Crisis

By David Sterman of Street Authority

At this point in President Obama's first term, the world looked very different.

The still-anemic economy made it hard to fathom how we would ever get out from under a crushing government debt load. Government spending far surpassed revenue and concerns grew that our key financial backers (such as Chinese bondholders) would pull the rug out from under us.

Fast forward to 2015, and the notion that our national debt is any sort of real problem has simply vanished. Sure, the Republican party has been recently threatening government agency shutdowns, but this time the issue is immigration and not our nation's unstable finances. The percentage of Americans that believe that deficit reduction should be Washington's top priority has slid to a recent 64%, from 72% in 2013, according to a recent survey conducted by Pew Research.

However, events across the Atlantic Ocean could bring this issue right back onto the front pages. [Read more...]

Article source: http://www.streetauthority.com/node/30524294

20 Years In Business, 20% Off Of MarketClub

Do you remember the Internet before Google? We do, because we were there! Yes, it's hard to imagine, but INO.com launched on March 21, 1995. We are 20 years old this month!

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20 Years, 20% Off - Access This Offer!In celebration of our 20 years in business, we thought this was the perfect time to cut our MarketClub Membership rates by 20%. You can still try MarketClub for 30 days for only $8.95. Then if you decide to stay, your MarketClub Membership will be 20% off of our standard rate. This offer is only available to new MarketClub Members or users who have not had a membership in the past 90 days.

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How to Position Your Portfolio for the Coming Gold Upturn

The Gold Report: The metal mining sector is undergoing many of the same types of issues as the energy sector. What is your candid assessment of the near future for gold, silver and the base metals?

Etienne Moshevich: My outlook for the sector is very similar to that of the overall energy marketthe world needs gold and the commodity isn't going away. It may go out of favor for a couple of years, which we're experiencing now, but it seems as though the market is slowly starting to creep back up and this is the time investors need to be positioning themselves in high-quality management teams and projects before the market gets away from them.

Although many things could change, macro signs are pointing to a turn in the gold market. Even though the U.S. dollar is still the strongest and most reliable currency in the world, more and more countries seem to be shifting away from the dollar, which would definitely strengthen demand for gold. Also, if the U.S. economy falls into another recession and the Federal Reserve decides to apply another one of its quantitative easing techniques, then this will be very bullish for gold.

"Source Exploration Corp.'s past success indicates the great potential for the upcoming drill program."

One last major factor that we should consider is the possible demand from foreign central banks. We need to keep in mind that the Swiss are voting on a gold referendum that would require the Swiss National Bank to hold 20% gold reserves. Even if this doesn't go through, I'm sure there would be more pressure on it to increase gold reserves over time. I'm bullish on silver, as well, over the long term because of its industrial and technological applications.

TGR: Let's tour the field. Starting with gold, which companies do you spot as viable? [Read more...]

Article source: http://feedproxy.google.com/~r/theaureport/Ajgh/~3/UsE-OVhqxoM/16549

Solid Trading Tips For 2015

This is the beginning of a new year and perhaps the best time when investment experts predict their views on the trading performance of stocks and shares. They will also analyze the upcoming trading trends and strategies for your benefit. The media has been flooded with investment queries running at the back of your mind.

An investor must follow a few solid trading tips to succeed:

• Count on the future surprises – Don’t depend on the future predictions; it’s not possible for you to see through the curtain that separates today’s happenings with that of tomorrow.

• Good and bad times lie ahead – You’ll need to determine future strategies keeping with your investment and planning goals. In order to accommodate all natural outcomes, you’ll need to formulate flexible strategies. [Read more...]

Are You Prepared For Negative Interest Rates?

By:Tim Begany of Street Authority

Last Tuesday, all eyes were on Federal Reserve Chief Janet Yellen. In prepared testimony, she offered a few hints that interest rate increases may begin this summer.

While the crowd is thinking about rate hikes, few are thinking about U.S. interest rates heading lower, or possibly even turning negative.

The idea may seem absurd, but is it? [Read more...]

Article source: http://www.streetauthority.com/node/30520302

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