Do gold’s seasonals still favour dip buying?
The run higher in gold has been fuelled by the fall in real yields and the USD. These falls came after the last Fed meeting which saw the Fed move to a ‘meeting by meeting basis’ as the Fed recognised…
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Comparing financials to fine tune timing
When interest rates are rising financial stocks tend to gain. The higher interest rates charged can lead to higher margins on financial products which can boost the profitability of financial companies. One of the ways that we can use Seasonax…
Summer seasonals to cap the bear market rally?
The recent string of better than feared US economic data has allowed equity markets to price out some of the more severe recession fears. Last week the US ISM manufacturing print beat markets expectations at 52.8. The ISM services print…
Can CADJPY gain through the summer?
Last Friday Canadian jobs printed below expectations with drops in the headline figure and the participation rate. However, the labour market is still fairly robust with the unemployment rate falling again to 4.9%. The US NFP print however showed a…
CostCo, the recession buster!
Costco is a consumer staples stock that would likely find buyers in a recessionary environment. So, with the US in a technical recession, is the discount retailer going to see additional revenue from consumers looking to cut costs in leaner…
Gold vs. NUGT & DUST mining index
The reasons for gold’s upside since the last FOMC meeting has been the falling USD and Real yields which provides a good lift for gold. As longs as investors continue to hold the view that the Fed will not need…
Will EURGBP move higher as the BoE meet?
The Bank of England meet on Thursday at 1200GMT and expectations are 1000% for a 25 bps hie and over 80% from STIR markets for a 50 bps rate hike. In their June meeting the Bank of England hiked rates…
Gold silver ratio points to high value in silver!
The gold/silver ratio is a helpful tool for assessing when it may be better to be in gold or silver positions. Over the last few months the ratio has been steadily rising as it makes it way up to 100.…
Why patience pays S&P500 dip buyers!
The SPDR S&P500 ETF is the biggest and oldest Exchange Traded Fund in the world. It tracks the S&P500 and ETF’s can be a popular choice for investors due to the diversification and low fees that they typically offer. The…
Netflix selling ahead?
Netflix tends to see a very weak seasonal period at the end of July. The reasons for this pattern are not obviously clear, but they are very notable. Take a look at the details here. Over the last 20 years…