Materials
Reopening Stocks Surge Back as the Post-Covid Summer Begins

Reopening Stocks Surge Back as the Post-Covid Summer Begins

The reopening trade is surging back as the summer vacation season begins and coronavirus infections plummet. Investors piled into stocks like energy, cruise lines and casinos on Tuesday. Those stand to gain from increased travel and economic activity as social...

Charting Silver: Is It Groundhog Day for the White Metal?

Charting Silver: Is It Groundhog Day for the White Metal?

Silver began a monster rally about a year ago. Now the technicals could be lining up similarly. First, consider how XAGUSD dumped after hitting resistance at its 50-day simple moving average (SMA) in late March. Prices quickly stabilized and then entered a period of...

Energy, Materials, Transports: New Companies Are Leading as Inflation Rises

Energy, Materials, Transports: New Companies Are Leading as Inflation Rises

Inflation is a growing concern as the economy surges back from coronavirus. This post will discuss companies that could benefit from the trend. The primary groups we will cover are: Industrial metalsEnergy / Fossil fuelsTransportationIndustrialsAgriculture First, why...

The Value Trade Seems to Be Coming Back After a Brief Pause

The Value Trade Seems to Be Coming Back After a Brief Pause

That huge shift in investor sentiment, growth to value, seems to be resuming as a new month begins. This chart compares the iShares Value ETF (IWD) with the iShares Value Growth ETF (IWF). Notice how they’ve moved in opposite directions since the beginning of last...

The Federal Reserve Meets Next Week. Is a Squeeze Coming in Silver Prices?

The Federal Reserve Meets Next Week. Is a Squeeze Coming in Silver Prices?

Silver made a violent move last summer when it broke a six-year resistance level. Prices have consolidated since but now the bulls may be returning. Notice how XAGUSD probed and held its 200-day moving average in late March and the first half of April. This was the...

Economy Shows Signs of a Rebound as Coronavirus Infections Nosedive

Economy Shows Signs of a Rebound as Coronavirus Infections Nosedive

Yesterday was a huge day for the U.S. economy, showing potentially significant signs of recovery from the coronavirus pandemic. Retail sales and producer prices were 4 times higher than expected. Industrial production was almost twice the forecast. Homebuilder...