Experiencing a Russian Neurosis

Self-inflicting wounds provide the best opportunity when markets mirror an emotional response that diverges from the economic realities of a nation awash in resources. Patience is an investors best friend and when pull backs occur, we take notice and begin positioning ourselves to benefit from a shift in social mood or rather a saturation in news that provides a base.

9/17/2014 in Financial Trust Type: Equities Status: Successful

A "Shale" Deal

Every so often investors can be lulled into complacency with hopes of endless supplies; wishful thinking around finite resources and the costs associated to extracting them. Recently, Shale has been the new kid on the block, promising exactly that and delivering on the promise – lifting the United States to the coveted spot of largest producer but all that flows is not as it may seem.

8/14/2014 in Commodity Trust Type: Equities Status: Failed

Bouncing with Bonds

Given the recent rally in bonds from the beginning of the year, some relief from the rush into them is expected as investors look to re-position themselves as the moves in Europe begin to take shape. While the Fed continues to communicate longer than usual stimulus to ensure low rates, the bonds are especially sensitive to outflows into other markets as investors seek to yield since this will cause the dollar to strengthen, forcing the Feds hand to address the issue.

6/4/2014 in Financial Trust Type: Equities Status: Successful

Building more than just yields with REITs

As investors start searching for yield, opportunities will materialize in real estate once more. As the Fed continues its drum beating around low rates, a quick opportunity exists to extract some yield with a nice dividend to boot before the year end. Enter stage right, Western Asset Management who is leading the pack with high dividends and a chart pattern that suggests we could acquire some at a discount as well.

6/4/2014 in Financials Type: Equities Status: Successful

Commodities to shine once more

As more liquidity continues to come online over the summer from countries around the world, commodities will once again ignite investor interest as they seek to avoid the inflationary pressures which should materialize first in this sector.

5/13/2014 in Commodity Trust Type: Equities Status: Failed

Summer Cliffhanger

Learning from past price increases, Netflix’s CEO Reed Hastings correctly priced a future increase to appease existing customers to reward them for their early adopter status. While capping future revenue growth for two years of the existing 36 Million subscribers, Netflix still is well positioned within the cable cutting trend and still has a large international market opportunities.

5/12/2014 in Technology Type: Equities Status: Successful

A Japanese Fortune

Positioning for a summer dip, look to acquire some good fortune as Japan pulls back with the markets into the long upward channel in preparation as the Fed continues to wind down the asset purchases. Prime Minister Shinzo Abe will find himself, along with Europe, increasing quantitative easing to accelerate growth spurring the initial spark of inflation.

5/12/2014 in Index Trust Type: Equities Status: Canceled

A Tweet Deal for Speculators

As the reality around the lack of subscriber growth sinks in, Twitter will need to pivot in a different direction to generate revenue by realizing the power of the platform is in the emotional metrics. This will likely take a quarter for investors to see how the company is positioning itself, leading to weakness over the summer as Twitter works to arrive at strategic relationships to build better integration with platforms that can provide this data.

5/2/2014 in Technology Type: Equities Status: Successful

Constructing a Golden Parachute

As the Fed continues to digest the economic data, their actions will signal to investors around the world that the dollar will begin building support as they slow their bond purchases. With Inflation still under target and investors seeking “return on”, rather than “return of” their capital – gold could see seasonal weakness magnified into summer until wage inflation picks up. To take advantage of this, a summer short until August – September where seasonal buying in Asia takes place.

5/1/2014 in Commodity Trust Type: Equities Status: Successful

Record Oil Inventories

As the Shale Boom, however temporary, continues to push crude supplies to record levels not seen since the early 1930’s – expect to see weakness which goes against the seasonal trend into the driving months. Barring any social unrest around Russia on the global stage, a pullback is expected as both a stronger dollar from Fed actions along with $5-$8 dollars per barrel is removed from decreasing tensions as emotions wane from sanctions.

4/30/2014 in Commodity Trust Type: Equities Status: Canceled

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