Big US Stocks’ Q1’18 Fundamentals

By Adam Hamilton – Re-Blogged From http://www.Gold-Eagle.com

The mega-cap stocks that dominate the US markets are just wrapping up a truly-extraordinary earnings season. Naturally this first quarter under Republicans’ new corporate tax cuts fueled surging profits. But sales were up big too, which is no mean feat for massive companies. With sustained growth at this torrid pace impossible, peak-earnings fears are mounting. And valuations stayed extremely expensive exiting Q1.

Four times a year publicly-traded companies release treasure troves of valuable information in the form of quarterly reports. Required by the US Securities and Exchange Commission, these 10-Qs contain the best fundamental data available to investors and speculators. They dispel all the sentimental distortions inevitably surrounding prevailing stock-price levels, revealing the underlying hard fundamental realities.

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The Button Collector Revisited: Graphs, Trends and Hypotheses

By Kip Hansen – Re-Blogged From http://www.WattsUpWithThat.com

dotlongdog-blog350Prologue:    This essay is a follow-up to two previous essays on the topic of the usefulness of trend lines [trends] in prediction.  Readers may not familiar with these two essays as they were written years ago, and if you wish, you should read them through first:

  1. Your Dot: On Walking Dogs and Warming Trends posted in Oct 2013 at Andy Revkin’s NY Times Opinion Section blog, Dot Earth. Make sure to watch the original Doggie Walkin’ Man animation, it is only 1 minute long.
  2. The Button Collector or When does trend predict future values? posted a few days later here at WUWT (but 4 years ago!)

Trigger Warning:  This post contains the message “Trends do not and cannot predict future values” .  If this idea is threatening or potentially distressing, please stop reading now.

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The Ghosts of Crashes Past, Recent, and Future

By David Haggith – Re-Blogged From The Great Recession Blog

It’s not boasting to state plainly that you were right if you are equally direct about your errors. I have until now rightly predicted all of the stock market’s major downturns, starting with the one in 2007 that gave us the Great Recession. The first of those led to the writing of this blog. The next two were predicted and recorded as they happened on this blog, and the latest, whether it proves right or wrong, waits shortly in the future. Each time I made such a prediction here, I bet my blog on it. The blog is still here, but will it continue to be?

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How Science Tamed the Weather

By Larry Kummer – Re-Blogged From the Fabius Maximus website

Summary: Today’s post reviews a fun book about some of the systems that make us safe — but https://fabiusmaximus.com/2017/12/21/science-tamed-the-weather-keeping-us-safe-while-we-sleep/which we too often ignore or even mock. The headline is exaggeration for effect (progress has been beyond what most people would imagine a century ago, with more to come – but we’ll never fully “tame” nature).

Review of Warnings: The True Story of How Science Tamed the Weather.

The true story of how science tamed the weather.

By Mike Smith (2010).

Warnings tells a well-written and exciting story about natural disasters, the progress of science, and the workings of America’s bureaucracy. It is a story about the advances in meteorology (one of the many technologies which makes our world run) and a government service (the National Weather Service). Many Americans are oblivious or contemptuous of one — or both.

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Gold Up 2%, Silver 5% In Week – Gundlach, Gartman And Dalio Positive On Gold

By Mark O’Byrne – Re-Blogged From http://www.Gold-Eagle.com

– Gold is up 2.3% this week and silver has surged nearly 5.3% as stocks sell off on geopolitical risk
– Billionaire fund managers and commodities experts increasingly positive on gold
– Risks are rising, and everybody should put 5% to 10% of their assets in gold – Dalio
– Dalio’s Bridgewater, world’s largest hedge fund, warned clients that geopolitical risks are rising
– ‘Gold is about break out on the upside strongly’ – commodities expert Gartman
– Gartman believes right now investors should have 10% to 15% allocation to gold
– “The stock market looks a little vulnerable. The geopolitical circumstances are getting worse and worse” – Gartman
– Run up in gold prices is far from over due to economic risks – Gartman
– Gold’s chart has ‘one of the most bullish’ patterns – Billionaire bond guru Gundlach
– Gold up 6.3% and silver 8.2% in 30 days and look on verge of major move higher

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What If The Fed Lowers Instead Of Hiking Interest Rates!

By Gijsbert Groenewegen – Re-Blogged From http://www.Silver-Phoenix500.com

The Fed Will Have To Admit Defeat

If it’s not in May it will very likely be in June. When the Fed will finally be forced to be honest and admit that it is wrong on the economy and therefore will have to drop its tighter monetary policy with as consequence that precious metals assets will skyrocket. A U-Turn by the Fed changing their policy direction from tightening to easing will create a massive market shock. That day is rapidly approaching.

As Michael Belkin says “financial markets are a case of the blind leading the blind. The Fed keeps talking economic strength and has broadcast a series of interest rate hikes and even balance sheet reductions, those consensus trades have virtually all market participants incorrectly positioned.” This is in my point of view because almost everybody got drugged for the last 8 years and thus lost perspective of what is real and what isn’t.

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