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  • Making the Right Nuclear Energy Investment [View article]
    That's the great thing about HiddenLevers. It sifts winners and losers in different industries, by measuring the impact of the economic indicators on your investments. All your delving deep and due diligence into the fundamentals of a company is only part of the puzzle, and honestly the least important when playing commodities. I have one question for the commodities players - how well did your stock/etf/mutual fund do against the underlying economic trend (i.e. commodity price)? Okay, what if I gave you a way to find the plays that kept pace with the commodity best, or even better because they were so impacted by that economic indicator? That is HiddenLevers.

    And remember, you are long CCJ, a stock we are suggesting. So we are on the same side really. We needed 5 seconds to get there. How long would a fundamentals digger take?

    I must say though, you are a perfect candidate for HiddenLevers. You have global political views yet haven't dug into the industry. Put those views to use amigo!
    Feb 16, 2011. 02:29 AM | Likes Like |Link to Comment
  • Making the Right Nuclear Energy Investment [View article]
    We are not comparing CCJ to URZ. We are comparing them to their economic underpinnings. This is what HiddenLevers does. Tell me, are all uranium plays created equally? The one that has the closest beta to Uranium prices is preferable, and the ones that are even more levered to that economic trend, like URZ and CCJ, are way easier to find using our screener than anywhere else.

    How did you find them? What if you had a way easier route to generating those ideas? That is HiddenLevers.
    Feb 16, 2011. 02:20 AM | 1 Like Like |Link to Comment
  • Oil Exposure Through Currencies [View article]
    Mr. Roche is right on the money to be talking about correlations. That is what HiddenLevers engine is built on. Playing macro trends, now made easy for novice investors. The currencies that are highly correlated with oil prices is one way. But how about stocks that are highly correlated with oil, not even the 1:1 beta... but how about stocks that are so levered to oil, that its 2:1? Now that is alpha! HiddenLevers screener lets you find those, for Oil, currencies, and dozens of other economic indicators.
    Feb 14, 2011. 02:27 AM | 1 Like Like |Link to Comment
  • Lowe's vs. Home Depot: Which Company Benefits in a Housing Bounce? [View article]
    Well said mate. In investing, check your emotions at the door.
    Feb 12, 2011. 04:35 PM | 2 Likes Like |Link to Comment
  • Lowe's vs. Home Depot: Which Company Benefits in a Housing Bounce? [View article]
    Hey amigo. I'm glad you are a fan of the shopping experience. But the charts don't lie. Lowe's moves with housing prices. Home Depot does not. Even if you and your friends and family all spend tons of money at Home Depot, it won't change the correlation with the underlying economics.
    Feb 12, 2011. 04:32 PM | 2 Likes Like |Link to Comment
  • Lowe's vs. Home Depot: Which Company Benefits in a Housing Bounce? [View article]
    To those who knock the analysis we've provided here: using empirical statistical analysis, HiddenLevers has simply proven that Lowe's has more relationship with the housing market than Home Depot. For further fundamental data on this point, note that Home Depot is the #2 retailer in the US behind Wal-Mart, while Lowe's is much smaller than either.

    As the largest retailers in the country, Wal-Mart and Home Depot are both somewhat insulated from macro swings - but while this helped HD during the housing downturn, it won't help during the upswing either. Lowe's, on the other hand, rode the boom up, and the bust down. And it may eventually ride a housing recovery back up again.
    Feb 12, 2011. 09:29 AM | 4 Likes Like |Link to Comment
  • Gold Supply Rising Faster Than Money Supply, Collapse Inevitable [View article]
    this is by far the best comment we've ever gotten. thank you. gold down 2% on the day today. enjoy!
    Jan 27, 2011. 02:09 PM | 1 Like Like |Link to Comment
  • Gold Supply Rising Faster Than Money Supply, Collapse Inevitable [View article]
    Come on dude. your name is yellow hoard and you are talking about 9000usd/oz gold. you're cute, but you've just lost all credibility.
    Jan 19, 2011. 09:59 PM | 1 Like Like |Link to Comment
  • Gold Descent Seems to Be Starting [View article]
    i like what you are saying... and i believe in a gold backed currency. but if the chinese cared about making their currency a hard currency, they wouldn't be bordering on runaway inflation. baby steps.
    Jan 16, 2011. 01:17 PM | 1 Like Like |Link to Comment
  • Bamboozled by the Media on Housing [View article]
    Wow. I hadn't even thought of that trend. I guess it will be the boomers' parting gifts to us. I will check out your site and learn more.
    Jan 13, 2011. 08:05 AM | Likes Like |Link to Comment
  • Bamboozled by the Media on Housing [View article]
    10% below where we are on the Case Schiller housing index is the trendline. When the pendulum swings, it doesn't swing right to the middle. It goes past it an comes back to equilibrium. So it could be a lot more pain than 10%.
    Jan 13, 2011. 08:03 AM | 4 Likes Like |Link to Comment
  • Will Verizon Demolish AT&T? It Did So Long Ago [View article]
    You are right. If you think wireless sales are headed north, some better telecom plays might be China Mobile (CHL), America Movil (AMX) or NTT DoCoMo (DCM). I found these all using the HiddenLevers Screener. You should try it. We launched our app in the Seeking Alpha app store just this week.
    Jan 11, 2011. 05:06 PM | 1 Like Like |Link to Comment
  • Will Verizon Demolish AT&T? It Did So Long Ago [View article]
    Things are baked in largely, I agree. But the macro trend in my opinion is for more people getting smartphones, and Verizon is more correlated to wireless sales. HiddenLevers lets you see these correlations, and gives you trading ideas based on where you see wireless sales headed, or a ton of other economic indicators.
    Jan 11, 2011. 10:45 AM | Likes Like |Link to Comment
  • Portugal Next to Fall, EU Leaders Still Oblivious: Time to Short the Euro [View article]
    Gold does rise in crisis, and surely would against the Euro in a PIIGS contagion, but not against the dollar. We estimate a 40% rise in USD, and only a 20% drop in gold. It wouldn’t be a 1 to 1 change—all dollar denominated assets would fall, but for gold this effect has to be discounted because of its value as a safety play in a crisis. Also, gold is at the top of its historical range here, so probably it won’t push up in absolute terms unless there is a run on both USD and EUR.
    Jan 11, 2011. 07:56 AM | 3 Likes Like |Link to Comment
  • Playing the Coming Oil Correction [View article]
    cool ill check it out.. maybe do a follow up and chart it against the oil lever. thanks a lot.
    Jan 6, 2011. 07:58 AM | Likes Like |Link to Comment
COMMENTS STATS
38 Comments
36 Likes