Potheads Sell the News

Canada went full frontally legal last Wednesday and the day before they ramped the Pot sector and began dumping it into the news. They are still selling it. I dwelled…

Comments Off on Potheads Sell the News

Brinkmanship

A well thought out piece by Biiwii.com's newest author, Trey Reik. Brinkmanship This senior portfolio manager at Sprott obviously does not need me to inform his well presented analysis, but…

Comments Off on Brinkmanship

Yet Another Case for the Long Bond

In this post Steve Saville shows the long-term correlation between the 30yr bond and the Gold/Commodities ratio. Revisiting the Age-Old Relationship Between Interest Rates and Prices Almost as if Steve's ears…

Comments Off on Yet Another Case for the Long Bond

Treasury Bonds and the Fed

Excerpted from the Market Internals segment of this week's Notes From the Rabbit Hole, NFTRH 522. The segment focused on the bond market and its macro signaling this week. There…

Comments Off on Treasury Bonds and the Fed

NFTRH 522 Out Now

Too punchy after all this work to promo it. Maybe I will post a segment of it later. Patriots game is DVR'ing and I am going to catch up on…

Comments Off on NFTRH 522 Out Now

No Longer Long the Pot Bubble… Man

With a 79% profit-take on the remaining shares of CVSI (after a minor loss taken on GWPH yesterday) I am now out of this over valued sector... man. I think…

Comments Off on No Longer Long the Pot Bubble… Man

Macro Tourist on US/China

I like the way Kevin Muir writes. I like the pictures he uses with the funny captions, and I like the things he writes because these things betray a thinking…

Comments Off on Macro Tourist on US/China

Shorting Stocks in an Uptrend?

I see plenty of people out there shorting and looking good right now. However, I will simply not short stocks or markets that are in uptrends but pulling back. Now,…

Comments Off on Shorting Stocks in an Uptrend?

The Curious Case of the Banks Continues

Curiously, in a rising long-term interest rate environment... The Banks are still dropping. The Banks are still dropping harder than the S&P 500 (SPY). Despite the yield curve, which is…

Comments Off on The Curious Case of the Banks Continues

Oh Dude, Canada Goes to Pot

So the much anticipated day of Canadian pot legality is here. Canadian market celebrates pot stocks on first day of legal recreational cannabis sales Here is the cannabis crew at…

Comments Off on Oh Dude, Canada Goes to Pot