Barron's Bob O'Brien sounds a look-out-below warning for agricultural commodities, noting price jumps of about 20% in corn and soybeans, even as farm production has been stellar, with near-record harvests. Investors can play a downturn by shorting ETFs PowerShares DB Agriculture Fund (DBA) or Market Vectors Agribusiness (MOO). [View news story]
track O'Briens pick over time: Time to Prick the Ag Commodities Bubble bit.ly/58QGe6
From Financial Armageddon, a roundup of of holiday spending surveys, with salient excerpts. "Those who have been counting on a V-shaped recovery in the (consumer-dependent) U.S. economy might want to reconsider." [View news story]
ETFDesk users see this as a potential opportunity to: SELL $XRT $RTL $RTH $ROB
Commodities are haunted by a possible "Sub-Prime II" crisis, Citigroup (C) says, where prices are undermined by a "nightmare scenario" of surging rates and a dip back into recession - which would "demonstrate that investors never learned anything from the shock waves that descended on global investment." [View news story]
The gold market disconnect: Where futures prices are soaring, but demand for physical gold is 34% below a year ago - and where one mint (Austria's) is cutting production of the metal coins on lower expected demand, while the U.S. Mint plans to resume making coins under an ounce in weight on Dec. 3. [View news story]
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Latest | Highest ratedHow to Trade the Rest of the Year - Goldman Sachs [View article]
how would you play it?
Will Black Friday Be Boom or Bust? [View article]
US shoppers wait for sales bit.ly/5RfQZz
As Black Friday Looms, Will Consumers Show Up? www.etfdesk.com/headli...
Round-Up of Holiday Spending Surveys, Reports bit.ly/5FWUzY
Ahead of Black Friday: Has Consumer Confidence Been Restored? [View article]
US shoppers wait for sales bit.ly/5RfQZz
As Black Friday Looms, Will Consumers Show Up? www.etfdesk.com/headli...
Round-Up of Holiday Spending Surveys, Reports bit.ly/5FWUzY
Barron's Bob O'Brien sounds a look-out-below warning for agricultural commodities, noting price jumps of about 20% in corn and soybeans, even as farm production has been stellar, with near-record harvests. Investors can play a downturn by shorting ETFs PowerShares DB Agriculture Fund (DBA) or Market Vectors Agribusiness (MOO). [View news story]
From Financial Armageddon, a roundup of of holiday spending surveys, with salient excerpts. "Those who have been counting on a V-shaped recovery in the (consumer-dependent) U.S. economy might want to reconsider." [View news story]
bit.ly/5FWUzY
Commodities are haunted by a possible "Sub-Prime II" crisis, Citigroup (C) says, where prices are undermined by a "nightmare scenario" of surging rates and a dip back into recession - which would "demonstrate that investors never learned anything from the shock waves that descended on global investment." [View news story]
China's Massive Stimulus Isn't Saving Its Banks [View article]
The gold market disconnect: Where futures prices are soaring, but demand for physical gold is 34% below a year ago - and where one mint (Austria's) is cutting production of the metal coins on lower expected demand, while the U.S. Mint plans to resume making coins under an ounce in weight on Dec. 3. [View news story]
Gold Tells You U.S. Bubble Hasn’t Popped Yet: Alice Schroeder www.etfdesk.com/headli...
As Gold Value Soars, Some Cash in Fillings www.etfdesk.com/headli...
John Paulson Making Big New Bet on Gold www.etfdesk.com/headli...
Albert Edwards On Gold Mania, And Why Gold Is Very, Very Cheap www.etfdesk.com/headli...
Japan's Not Out of the Woods Yet [View article]
One of these equity markets is not like the others: the Nikkei, in a downtrend since August and stumbling to new near-term lows. [View news story]
Why the Stock Market Should Crash [View article]
Societe Generale tells clients how to prepare for 'global collapse' www.etfdesk.com/headli...
BofA Merrill downgrades eight chip stocks, noting inventory levels will soon overshoot demand, increasing the risk of a supply chain correction. Downgraded to Neutral: Intel (INTC -5.5%), LSI Logic (LSI -3.9%), Marvell Tech (MRVL -6.6%) and TI (TXN -3.6%). Cut to Underperform: Microchip Tech (MCHP -5.1%), Maxim Integrated (MXIM -5.3%), National Semi (NSM -6%) and Power Integrations (POWI -4.1%). [View news story]
ETFDesk users see this as a potential opportunity to: sell IGW XSD
Faber: Gold a Better Buy than at $300/oz. [View article]
Albert Edwards On Gold Mania, And Why Gold Is Very, Very Cheap www.etfdesk.com/headli...
John Paulson Making Big New Bet on Gold www.etfdesk.com/headli...
Gold: Still Cheap Despite New Record High [View article]
A spike in lumber prices despite weak housing data likely means that in a weak-dollar era, it's all about investors trying to get any commodity they can get their hands on. [View news story]