The Bears track-record has been abysmal for many years.
However, don't count them out. There was intense Bullish Euphoria in January.
Could we already be on the other-side of the mountain?..
|
These are 5mth, 2hr charts of the major US Equity Indices. There is no doubt that the market has been weakening.
The Bears track-record has been abysmal for many years. However, don't count them out. There was intense Bullish Euphoria in January. Could we already be on the other-side of the mountain?..
0 Comments
The Trump administration recently imposed tariffs on Steel (25%) and Aluminum (10%) Imports. This should be a great boon for domestic steel and aluminum producers. ![]()
![]()
Lumber prices are hovering near decade highs. This has got me very interested in the space. I have a keen eye on Weyerhaeuser. I am going to do a more thorough equity analysis on WY, but for now just know that with over 13.1M acres of American timberlands. Weyerhaeuser is sitting on literal mountains of cash. Rayonier (RYN), Universal Forest Products (UFPI), Polatch (PCH), Patrick Industries (PATK), and Boise Cascade Company (BCC). Potlatch (PCH) Merges with Deltic Timber (DEL) First Half of 2018:
Legendary activist investor, Carl Icahn was vocal about his support for Donald Trump from the very beginning of the presidential-elects campaign. To the victor, goes the spoils and today Icahn Enterprise is well-positioned to capitalize and prosper throughout the reign of a Trump administration. I have had my eye on Icahn Enterprise (IEP) for quite some time now. With a dividend yield north of 10% and a financial mastermind at the helm: I believe that IEP presents a very attractive long-term investment opportunity. Carl seems to agree: Upon further investigation, one must marvel at the amazing prowess of Icahn in assessing the value of his own company. Insider trading transactions reveal Icahn managed to dump most of his shares near the recent peak. One sizable retracement later, we find Icahn sitting fat with the IEP boat fully loaded as the tide sways north. Carl Icahn's no fool- I'm in!
Everything you hear, read & see is filtered.
The media the biggest offender of pumping out propaganda. Everyone has an agenda. Everyone is trying to sell you something. Use your brain. Think for yourself. Filter bias by using hard data. Let the numbers do the talking. GDP, Economic Data, Price Action. Let's see the charts, not the spin. Trading. Let's see the execution & the profit if you can really do it. Filter the world through your own mind. Look at the world how you see it. Do not succumb to other peoples visions. Resist Propaganda. Think for yourself. Create your own existence. The thing I hate about people who oppose capitalism is they don't understand Risk.
These people have no idea how difficult it is to create a successful business or actually make money speculating. In capitalism, everyone has the opportunity to make it big but it takes unbelievable focus, discipline, & passion. I fully embrace capitalism but not this crony-capitalism we have now. The banks have gotten too big. It's become fascism. Governments imposing unnecessary barriers, regulating out competition. We need the return of small business. We need to support our own people. Impose tariffs & bring manufacturing back domestically. We need the money & we need the economy focused at a local community & state rather than federal level. We need real free-market interest rates. I believe capitalism can be reset but this credit bubble must burst. We need to get the defaults out of the way & the behemoth banks broken up. There will be a few years of deep recessionary pain as we go through this reset but on the other side of that I believe we will see an economic boom greater than anything we've seen in history! |
R. J. Sullivan IVEquity Research Archives
April 2018
Categories |
© BIGSKY INVESTMENTS®DISCLAIMER: This is a personal web site, reflecting the opinions of its author(s). It is not a production of my employer, and it is unaffiliated with any FINRA broker/dealer. Statements on this site do not represent the views or policies of anyone other than myself. The information on this site is provided for discussion purposes only, and are not investing recommendations. Under no circumstances does this information represent a recommendation to buy or sell securities. DATA INFORMATION IS PROVIDED TO THE USERS "AS IS." NEITHER BIGSKY INVESTMENTS®, NOR ITS AFFILIATES, NOR ANY THIRD PARTY DATA PROVIDER MAKE ANY EXPRESS OR IMPLIED WARRANTIES OF ANY KIND REGARDING THE DATA INFORMATION, INCLUDING, WITHOUT LIMITATION, ANY WARRANTY OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE OR USE.
|