Oh, To Be Young Again… (MSFT)

Oh, To Be Young Again… (MSFT) It’s a truth seldom questioned that the young have it best. After all, they’ve yet to suffer life’s slings, the challenges of marriage and child rearing, the uncertainties of earning a livelihood and the timely – and untimely – passing of family and friends. And yet there are times when even youth lose hope – when even twenty-somethings consider the prospect of building a life and realizing their dreams to be onerous and grave, and not as Shakespeare once put it – Could it be that today we are witnessing the passage of such an age, when the young are mournful, and the aged more stout? A look at…

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Sit Down and Prepare for an Explosive Bull Movement! (QQQ,TSLA)

Sit Down and Prepare for an Explosive Bull Movement! (QQQ,TSLA) In last week’s Options Trader Elite, fellow scribbler Matt McAbby discussed the current state of the commodities and left you with a trade on the entire complex using DBC as the underlying. His discussion included closer looks at oil and gold, among other things, and suggested a breakout in either or both was just a matter of time. Today, we want to revisit his work and take a slightly different tack with regard to crude oil in particular, because we believe there could be a lead-laden shotgun trade for anyone who points his investment weapon in the right direction. So, to review… Geopolitics We’re sitting…

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She Thought She Was Going to The Dentist… (TSLA,QQQ)

She Thought She Was Going to The Dentist… (TSLA,QQQ) When I was young I had a friend whose father used to repeat the same lesson to him over and over again. His dad was an Englishman, so it helps to hear his words with that distinct pompous accent that accompanies so many who hail from the Land of the Rose. He used to say: The only ship you should never embark upon is a partnership. Can’t tell you how many times I heard that. As it turns out, we parted ways when I was 11 or 12, but my buddy (we’ll call him Denny) grew up to be a professional thief. I read about him…

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Neither Here Nor There (QQQ,TLT,FB,IEF,SPY)

bs’d Neither Here Nor There (QQQ,TLT,FB,IEF,SPY) It happens all the time. The Mrs. goes out to buy some fish for Friday, and the boys and I are left lunchless, waiting all afternoon for the car to pull into the driveway. Sheesh. Not that we object to her having a few hours with Meave down at the Brutus Café on Plympton St. And I can certainly whip up a round of tomato, mayo and cheese sandwiches that the lads are downright fond of… But in the meanwhile, we still get to worrying. Oh, she’s never delayed too long – and certainly the habit is so common now that we should have faith that all’s well, and…

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Debauch of Self-Referential Verbiage! (FB,QQQ)

Debauch of Self-Referential Verbiage! (FB,QQQ) We’ve written literally dozens of letters in this space on the role of Facebook (NYSE:FB) in the market – and in the world at large. In fact, it was just months after the IPO was offered and the shares were trading in the $20ish range that we wrote As Goes Facebook, So Goes the World as part of our ‘Bourbon and Bayonets’ letter series. In that particular letter, we first introduced you to our thinking on the company. Thus spake fellow Normandy scribbler Matt McAbby back in May, 2013 – And five years later, that about sums up what happened – including the oxygen-deprived mockery part. But there’s more. This…

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Spies and Spycraft (FB,XLK)

Spies and Spycraft (FB,XLK) There’s lots to report today, so sit back and grabba java. We start with the following but of pithy wisdom straight from the leaders of our fair firm’s investment advisory board. And it goes like this – The more secrecy that exists in a state’s apparatus, the weaker the state is, and the more vulnerable it becomes to a widespread revolt or armed insurrection. Commit that to memory. We offer it up today, not only because our own fair commonwealth has far too much backroom subterfuge and chicanery, but more worrisome, because we’re moving in the wrong direction! We’re being ever more scrutinized, bureaucratized, analyzed and plain old watched – particularly…

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DR JOHN (DR,XLK,PRI,MTD,IWR)

DR JOHN (DR,XLK,PRI,MTD,IWR)   Our good friend, Matt McAbby, wrote in last week’s Options Trader Elite about a scenario that he referred to as the ‘non-bear’ market.  That is, the possibility that the current bull run in equities would continue until… well, there was no market anymore!   He was referring to a complete shutdown in trading that he suggested might continue either temporarily or, conceivably long enough to count as permanent because by the time everything was up and running again, the new reality would have rendered the whole project superfluous.   McAbby’s contention was that the possibility of an attack on American soil, either conventional or non-, is not a risk that investors…

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Two Cent Technology Trade (XLK,GLD,FCX)

Two Cent Technology Trade (XLK,GLD,FCX)   It’s looking increasingly like the toppling market we saw just a month ago is now regarded by investors as ancient history.   Yes, there was a retreat – of sorts – over the last week, but it was selective.  And what emerges is that the leaders of this market – the big cap NASDAQ numbers – are stronger than ever.  Stocks like Amazon, Netflix, Google, Microsoft, Apple and Facebook are either at their all-time highs or pushing strongly thereto.   It’s a phenomenal show of strength on the part of some of the most obscenely valued securities on the planet, and an equally remarkable show of faith on the…

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China Needs to Chill (FXI,DIA,QQQ,SPY)

China Needs to Chill (FXI,DIA,QQQ,SPY)   We’ve put ‘war’ on the backburner for a stretch of time now – what with the winter olympics and the market falling out of bed and shootings in Florida. But it may be time to return to the military theme now, as, apparently, the powers-that-be have not lost sight of looming martial conflicts for even a minute. Potentially the biggest news comes from the Chinese-North Korean border, where the world’s largest military has just deployed an additional 300,000 soldiers in preparation for a potential war.   The Chinese themselves have little interest in warring with the North Koreans, but every reason to want to control the territory after a…

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THE POLAR VORTEX HAS SPLIT! (UNG,USO,SPY)

THE POLAR VORTEX HAS SPLIT! (UNG,USO,SPY) OH. MY. GAWD!   In a development that’s caught nearly everyone off guard, a massive high pressure system recently sundered the normally quiescent Arctic ‘polar vortex’ in two!   It’s a little known, unique weather event that, according to meteorologists, could bring MUCH WARMER TEMPERATURES TO THE AMERICAN EAST COAST AND MUCH COLDER TEMPS TO THE WEST COAST AND CONTINENTAL EUROPE! Did you get that?   In the coming weeks, the weather may change due to this disruption of the normally static low pressure cell that sits over the Arctic!   And whaddaya know, U.K. natural gas contracts have already spiked some 3.5% in anticipation of the cold blast,…

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