The Biggest Market in the World – Futures
https://youtu.be/rFCBI6QlkSU The biggest market in the world is the futures market. Producers, users, and investors use the futures market which continues to grow each year (grew by 15% in 2022). Find out what Contango and Backwardation mean and how it impacts prices and production.
Commodities – Then and Now
https://youtu.be/n-I8JFAnnKw The Federal Reserve has benefitted from a sustained drop in commodity prices over the past 2 decades – allowing them to keep interest rates low. This in large part was due to fracking which significantly increased the supply of oil and natural gas in the United States. With most Tier 1 wells having been […]
Inverted Yield Curve: Recession and Market Returns
https://youtu.be/AY7KNUjwFbw This is a follow-up to a blog that my associate Jimmy Stechschulte wrote about the yield curve on July 11th. What does the inversion of the yield curve mean for the economy? Are we going into recession? Is it a good predicter for future stock market returns? Check out our most recent market update […]
THORdex Halftime Report
https://youtu.be/ZE-oE7NpbWk See what our current indicators are telling us. Small company stocks are intriguing, but there may be a better time to load up on small company stocks in the future. Don’t get caught up in the small company rally the past few days.
FED is Already Easing – But is there enough cash to power the market higher?
https://youtu.be/K7Yc-JSZ1-w Inflation up, Inflation down. It has been a yo-yo year so far on monthly inflation figures. The Federal Reserve is already easing. But are investors tapped out?
Why Price Matters – Even for NVIDIA
https://youtu.be/ZtVVUw5xnSI You can make money with any investment – collectibles, stocks, bonds, etc. The most important factor in determining how much you make is the price you pay for the investment. In this market update, we discuss why price is so important. Are investors in NVIDIA going to end up like the investors that bought […]
Alert! Financial World is Changing!
https://youtu.be/1KABjRHoTfk The Russian invasion of Ukraine has caused the dominoes to fall around the financial world. The US and Europe have added to the fire over the past month. See why the “BRICS” countries are concerned and have a dilemma on their hands.
Three Main Economic Theories
https://youtu.be/Oxh0xzcO1z8 Since the 1930s, there have been two main economic theories (Keynesian and Austrian). Today, there is a new theory called Modern Monetary Theory (MMT). In this update we give a brief synopsis of each and when (if) they should be applied.
Economy – Good, Bad & The Ugly
https://youtu.be/Oxh0xzcO1z8 Not all things are negative in this economy. In this market update, Jim Gore talks about what is good, bad, and ugly. During the 2008-2009 financial crisis, individuals were hit the hardest while businesses had strong balance sheets. We are in the exact opposite position today.
MLPs: Still Very Attractive
We have talked about the attractiveness of Master Limited Partnerships (MLPs – Midstream Pipelines) for several years (see below links to prior updates). They still look good from a fundamental perspective and technically they are not overbought. Investors have pulled money out of MLPs over the past 4 years while the asset class has been […]