Author: evencio.alvarez14@gmail.com
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It’s Not Complicated, We’re Headed For A Recession… [DIRTY DOZEN]
In all markets, price extremes are usually attended by a consensus that the trend, be it up or down, will continue; and by a peak of speculation in line with the trend. Hence the excruciating paradox of financial markets, that sentiment is most bullish at the peaks when prices have only one way to go…
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Value Investing Research and Inflation Effects
If I had a dollar for every time someone on Twitter mentioned inflation, I’d be on a beach sipping margaritas without a care. “Inflation? Never heard of her!” Prices are rising for necessities like gasoline, eggs, meat, and mortgages. These price changes then ripple across the entire economy. Consumers spend less, leading to contracting/declining business growth and…
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George Soros’ Framework For Currency Markets
At any moment of time there are myriads of feedback loops at work, some of which are positive, others negative. They interact with each other, producing the irregular price patterns that prevail most of the time; but on the rare occasions that bubbles develop to their full potential, they tend to overshadow all other influences.…
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The Money Is Made On “Page Sixteen”
When a story shows up on a magazine cover, the biggest profits have generally been made. That’s why in our investment process at MO, we’re always looking for “page sixteen” stories. The basic idea is this: You don’t make money from stories on the front page. You make money from the stuff on page sixteen……
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I’M NOT SHORT ENOUGH STOCK…
***The following is an excerpt from my Weekly Market Prep note and chart pack sent to Collective members every Sunday. If you’re interested in learning more about our premium research service, click this link here. We’re running an enrollment period that will go until Sunday. Hit me up if you’ve got any questions*** Does your…
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The Generals Are About To Be Shot… [DIRTY DOZEN]
For those who ignore the energetic and material imperatives of our world, those who prefer mantras of green solutions to understanding how we have come to this point, the prescription is easy: just decarbonize—switch from burning fossil carbon to converting inexhaustible flows of renewable energies. The real wrench in the works: we are a fossil-fueled…
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Silver Is Going For Gold… [DIRTY DOZEN]
Tape Reading is rapid-fire horse sense. Its object is to determine whether stocks are being accumulated or distributed, marked up or down, or whether they are neglected by the large interests. The Tape Reader aims to make deductions from each succeeding transaction – every shift of the market kaleidoscope; to grasp a new situation, force…
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Dead Companies Walking: Book Review & Summary
Scott Fearon is the founder and president of the Long/Short hedge fund Crown Capital Management. He’s also the author of one of my favorite investing books, Dead Companies Walking. The book chronicles Fearon’s three-decade excursion through markets as he relives wins, losses, and lessons learned from finding opportunities in unexpected places. Specifically, Fearon’s book explains how to…
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Gold Miners Trading At Dirt Cheap Prices… [DIRTY DOZEN]
“Probability is not a mere computation of odds on the dice or more complicated variants; it is the acceptance of the lack of certainty in our knowledge and the development of methods for dealing with our ignorance.” ~ Nassim Taleb, Fooled By Randomness In this week’s Dirty Dozen [CHART PACK], we talk about a housing…
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POWW Put On Blast
“The only thing I do know is that from chaos comes opportunity.” – Daniel S. Loeb POWW’s largest shareholder Steve Urvan went full-on activist this week. The former GunBroker founder launched a website called TheUrvanGroup.com, where shareholders and interested parties can read his activist letter. Urvan founded GunBroker.com 22 years ago with his capital and…