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Outstretched hand

Drunkenmiller is short US Treasuries, but how?

October 28, 2024 by Matt McCracken
Stanley Drunkenmiller, the legendary investor whose track record makes Warren Buffett's seem pedestrian, is on the record saying he is short US Treasuries (i.e. betting on higher interest rates). This announcement is quite incredible for two reasons...Read more
Gold bars

What in the World is Going on with the Precious Metal Miners?

March 5, 2024 by Matt McCracken
I just have to pose the question, what in the world is going on with the stock price of precious metal miners? Gold just closed at an all-time and, more importantly, it just completed the confirmation of a bullish “Head and Shoulders Pattern” and...Read more
Bitcoin coin

Bitcoin crashes below support...

November 9, 2022 by Matt McCracken
Yesterday, bitcoin fell below a strong support level established over the last several months of trading. And today, it continued to fall below support and close well below it. Thus Bitcoin has now confirmed a bearish move in price. Market...Read more
Speed racer cartoon

Market Tops taking place at a Breakneck Speed

September 7, 2022 by Matt McCracken
Starting with QE in 2010, the stock market started to see a series of incredibly quick V-bottoms. While bottoms were violent affairs in which losses were quickly recovered, tops were gradual, slow-moving events. But that has all changed in this...Read more
Wheat field

Wheat "goes limit up" yet again

May 16, 2022 by Matt McCracken
Disclosure: We currently own DBA, WEAT, and various wheat futures contracts (ZW and YW) in our client accounts. On the news out of India that they will severely curb wheat exports, prices for wheat on the futures exchanges went "limit up" again...Read more
Money growing from coin jars

Quick and Dirty trick for calculating Bond Gains and Losses

April 29, 2022 by Matt McCracken
As interest rates are going up, the question many investors are asking is, "How much will my bond holdings, or my bond-oriented mutual fund, depreciate?" As a general rule, for every 1% increase in interest rates, a bond will depreciate its duration...Read more
Morningstar logo

How bad can '40 Act Funds get!

April 26, 2022 by Matt McCracken
I haven't gone to Morningstar (MS) in quite some time as I rarely use mutual funds or ETFs, but the other day, I wanted to look up a fund and for whatever reason, I punched in SPY. SPY is the largest ETF tracking the S&P 500 Index. And to my...Read more
Flag of Saudi Arabia

The Guardian Article commentary: Saudi's Biden snub...

April 25, 2022 by Matt McCracken
For some time, I have warned about the geopolitical risks coming out of Russia, and, unfortunately, my warnings had considerable merit. Here are a couple of posts I have written on the subject: Russia and the Election Russia takes big steps in...Read more
Goldman sachs logo

Goldman Sachs' "Trading Desks Crush Expectations"

April 14, 2022 by Matt McCracken
Goldman Sachs (GS) beat earnings expectations this morning by a wide margin. The credit is being given to their trading desks as their Investment Banking revenue dropped over 30%. An article appearing on CNBC.com states: Goldman Sachs had been one...Read more
Russian Flag

Russia takes big steps in fighting USD hegemony

March 31, 2022 by Matt McCracken
According to the Russian propagandist site, RT.com, Russia is set to require payments for oil in Rubles from any country that participated in sanctions against them. Further, it is reported that Russia and India have agreed to conduct transactions...Read more