High-level macro-market insights, actionable economic forecasts, and plenty of friendly candor to give you a fighting chance in the day's financial fray.
Nice one! I always you appreciate how you walk through your thinking on how to pick trades. Also that is quite a little contrarian nugget on the housing supply! I'm definitely going to dig into that more.
Love your work, time and effort. So, thank you. My comment, for its worth is that i’m not sure that i’d call those trading ranges quite what i’d look for when looking for a a range break. They are very wide. Some are c.100% bottom to top...technically of course they are ranges, wide though they are. Again, thanks for your writings.
Also want to say yes definitely appreciate the screens. Very valuable. I will say that with cash generating substantial Real yield right now for the first time after so many years of negative Real yields, I'm reluctant to deploy cash into equities unless the thesis to do so is very very compelling, ie very asymmetric upside to downside. Your Champions & Income Lists def have some compelling ideas. Finding myself wanting to gradually overweight the high yielding oil and gas area more than anything else.
Thanks David. As always a good read. From AI to Danielle DB’s take on the behind the scenes issues in housing inventory, excellent work.
FWIW, One of my smart friends in Social Evolution said that he “thinks AI will likely create a huge boom for 2-3 years and then likely Armageddon after that.”
I think that is too pessimistic. But we shall see.
I loved the list of breakout stocks and will check those out in more detail over the next few weeks. This is a great value add to your already great investment newsletters each week.
Thank you, Mr. Hay for today's Haymaker. Not mentioned in the Down For The Count Section is the massive wave of Retirees (Baby Boomers) who may start downsizing, not because They can or want to, but because They may be in need of funds as RIFs, 401s and Roths may not be enough to keep them in Their chosen Lifestyle in Today's Inflated Environment. What has been mentioned reminds me of Nassim Nicholas Taleb's Black Swan warning in that an unforeseen event, such as "Investors" dumping Their stock of Housing on the Market in a Time of Turmoil (now???) may cause yet more Turmoil. The Year is still young. We shall see...
Thanks for the list of stocks with three-year breakouts. Since exchanges are one of our favorite business models, seeing CBOE on the list was particularly intriguing.
Nice one! I always you appreciate how you walk through your thinking on how to pick trades. Also that is quite a little contrarian nugget on the housing supply! I'm definitely going to dig into that more.
Good, albeit alarming, synopsis on AI. The success of the 2nd generation Go program a few years ago had been easily forgotten !
Wasn't Skynet, in the Terminator movie, the original depiction of unleashed AI ?
Jeff Booth's "The Price of Tomorrow" presents compelling logic.
To my mind it is particularly relevent in the case of AI.
Jeff had a recent and very thought-provoking episode on the What Bitcoin Did Podcast. Worth a listen.
Love your work, time and effort. So, thank you. My comment, for its worth is that i’m not sure that i’d call those trading ranges quite what i’d look for when looking for a a range break. They are very wide. Some are c.100% bottom to top...technically of course they are ranges, wide though they are. Again, thanks for your writings.
Also want to say yes definitely appreciate the screens. Very valuable. I will say that with cash generating substantial Real yield right now for the first time after so many years of negative Real yields, I'm reluctant to deploy cash into equities unless the thesis to do so is very very compelling, ie very asymmetric upside to downside. Your Champions & Income Lists def have some compelling ideas. Finding myself wanting to gradually overweight the high yielding oil and gas area more than anything else.
Great column and truly appreciaitve of the breakout scan, it is indeed a telling and useful contribution. Thank you!
Thanks David. As always a good read. From AI to Danielle DB’s take on the behind the scenes issues in housing inventory, excellent work.
FWIW, One of my smart friends in Social Evolution said that he “thinks AI will likely create a huge boom for 2-3 years and then likely Armageddon after that.”
I think that is too pessimistic. But we shall see.
Keep up the great work.
I loved the list of breakout stocks and will check those out in more detail over the next few weeks. This is a great value add to your already great investment newsletters each week.
Thank you, Mr. Hay for today's Haymaker. Not mentioned in the Down For The Count Section is the massive wave of Retirees (Baby Boomers) who may start downsizing, not because They can or want to, but because They may be in need of funds as RIFs, 401s and Roths may not be enough to keep them in Their chosen Lifestyle in Today's Inflated Environment. What has been mentioned reminds me of Nassim Nicholas Taleb's Black Swan warning in that an unforeseen event, such as "Investors" dumping Their stock of Housing on the Market in a Time of Turmoil (now???) may cause yet more Turmoil. The Year is still young. We shall see...
Thanks for the list of stocks with three-year breakouts. Since exchanges are one of our favorite business models, seeing CBOE on the list was particularly intriguing.
https://youtu.be/eRwAMuY_xDc A video from Reventure Consulting on Florida real estate.