Perspectives Commentary

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PERSPECTIVES – 5/12/13: Several important events will be taking place this week that wise investors should know about. It’s hard to know what to pay attention to with our noisy financial media treating many meaningless news events with apocalyptic fervor. So here’s the news that we will be watching here at FTMDaily this week. On Monday, Eurozone finance ministers will meet to discuss future economic policy. I am extremely bullish on European stocks. While some U.S. stocks are severely undervalued, in Europe it is more extreme. The world’s richest investor Warren Buffett has made his aggressive buying of European blue chips no secret. If you believe a global government is where everything is heading, then European stocks are worth a look. My favorite way to gain broad exposure to Europe’s best companies and brands is the Euro Stoxx 50 ETF (NYSE Ticker: FEZ). On Tuesday, the Israeli stock markets will be closed in observance of independence day. Tuesday marks the 65th anniversary of the modern Jewish state. A miracle indeed and a sign to the sober. On Wednesday, I will be interested in seeing the Producer Price Index (PPI) numbers for April. This report will show the damage that the Fed’s erroneous monetary policy has wreaked upon U.S. industry. Thursday is the big day this week…The closely watched Consumer Price Index (CPI) numbers for April will be released at 8:30am EST. Apparently, the Federal Reserve wants to manage the release of these numbers, as six Federal Reserve officials will be speaking across the country on Thursday. There are hints through the grapevine of a creeping “disinflation”. Disinflation is different from inflation or deflation, or even stagflation. Disinflation is simply a contraction within the existing rate of inflation. There are numerous ways that the Fed officials could spin these numbers through their Grand American Tour on Thursday. If there is evidence of a slowing U.S. inflation rate, it would certainly give credence to expanding the current monetary easing efforts. However, it should be noted that disinflation is stage one of the ugliest economic demon, namely deflation. Too early to tell whether disinflation fears will become mainstream. Thursday will be a key indicator. Also, Wal-Mart will report its quarterly earnings on Thursday. Wal-Mart’s vast retail empire is a magnet for consumer market signals. I have always found Wal-Mart’s reading of the economy to be more accurate than the official government numbers on consumer spending. Additionally, ECB President Mario Draghi will be speaking, which could be noteworthy, and you know my thoughts on Europe. The Prime Minister of Turkey will be visiting the White House on Thursday, as the anti-Syria allies attempt to topple Assad’s government. Finally, on Saturday, Fed Chairman Ben Bernanke will be speaking, which always impacts the markets. His topic is of unusual import: America’s long-term economic outlook. Listen for code words like “disinflation” and “deflation” to determine the future direction of the Fed. Have a great week! Stay tuned…

PERSPECTIVES – 5/6/13: Today, ECB chief Mario Draghi restated his commitment to additional monetary easing, if needed. The markets liked it enough to put the Euro Stoxx 50 into buying range for short-term traders. You can consider buying the SPDR Euro Stoxx 50 ETF (NYSE Ticker: FEZ). Also…the Malaysian stock market soared to new highs today mainly on a relieving election outcome. Some of the political clouds and uncertainty that hung over Malaysian stocks have lifted, which is why I am buying first thing tomorrow (May 7). My favorite way to gain access to the Malaysian stock market is the iShares MSCI Malaysia Index ETF (NYSE Ticker: EWM). Shares of this ETF jumped by over 6% today to a new all-time high, so mind your entry. Finally…The Federal Reserve released a survey today showing that some banks are easing standards on prime residential home loans. Basically, the report shows that commercial lending and personal lending appear to be growing healthily, and demand is following suit. Demand is also rising for credit card and auto loans, as Americans become more convinced that an economic recovery is finally beginning to take hold. According to a related report, the Fed has stated that the economy will probably “proceed at a moderate pace” (more proof that the Fed doesn’t have a clue). Stay tuned!

PERSPECTIVES – 5/5/13: The ECB rate cut, down to a record 0.5%, will harm gold prices in the near term. However, the inflation of the Euro will ultimately drive gold’s equilibrium price even higher. Most traders expect gold to decline this week. Invest accordingly. We have an exciting webinar this Thursday for all stock investors. If you like to invest or trade, be sure to sign up now while there is still availability. Here is the link. Finally, several stocks have made it to my radar this week. MDCO looks like a buy if it can reach its trigger price of $35.05. ALK looks particularly interesting at current levels. I am a buyer of ALK if it reaches $64.65 this week. Risk-takers should look into QIHU. If you can get in under $35.00, you could be in for a profitable ride in the coming months. I am bullish on SLCA as it appears to be bottoming. Our trigger price for entry is $22.43. CVLT is also in buying range. Stay tuned!

PERSPECTIVES – 5/2/13: So far, the “sell in May and go away” trade is not working. I recently alerted you to the fact that the U.S. stock market had resumed its uptrend after struggling briefly in late April. Currently, the uptrend is firmly intact as the ECB has announced a new round of monetary easing, and appears ready to take further measures to fight Europe’s banking crisis, if necessary. The ECB cut its benchmark interest rate to a record low today. Meanwhile, in the U.S., consumer sentiment is at a five-year high as Americans feel eager to spend money. And the U.S. jobless rate also declined to a five year low. Despite the massive monetary crisis facing the U.S., the trend is moving higher. Do not fight the trend. As soon as our system identifies a shift in the money flows, we will alert you in real-time by email and on this page. Until then, happy investing!

PERSPECTIVES – 4/29/13: The S&P 500 Index reached an all-time high today. Today’s trading action has confirmed that the market uptrend has resumed. This technically means that it is safe to begin adding new stock positions. However, use caution as volume remains low and geopolitical tensions remain high. Both gold and silver remain extremely attractive at current levels. Gold appears to be on the verge of a breakout but watch for potential resistance near $1550. Silver is free to run until it nears the $27 level. Finally, my call on DDD back on 3/31 is working well. (See Perspectives dated 3/31 below) I am holding with a stop at $33.52. STOCKS TO WATCH TOMORROW: ATVI – Potential entry price: $15.12; LVS – Potential entry price: $56.05

PERSPECTIVES – 4/23/13: Despite three days of gains in U.S. stocks, the FTM Market Conditions Indicator remains RED. It appears that stocks want to resume higher. Check your email and this page for real-time alerts on changes to FTM’s Market Conditions. Back in the saddle after two days of conferences. I have a lot of commentary this week. It is forthcoming. Stay tuned…

PERSPECTIVES – 4/15/13: I have written about the gold crash today. I have not shared this with our free readers but Tom Cloud was overwhelmed with phone calls by buyers today. The global currency war has benefited the U.S. dollar, which has impacted gold. I am not selling one single ounce of my gold or silver holdings here. Instead, I am going to spend this week as a bargain hunter within the metals. I would love to add some palladium, gold, and especially silver to my portfolio at these levels. If I buy now, it will lower my overall cost basis which is a good thing. FREE GOLD WEBINAR: WATCH HERE

PERSPECTIVES – 4/10/13: This week, I went to look at a piece of retreat land for my family. I believe that it is wise for you and I to begin thinking in terms of strategic location. It is always smart to have a back-up plan, especially in these times. The concerns over the U.S. economy are intensifying and the masses are beginning to wake up. The masses are asking questions and have access to virtually limitless amounts of digital information. We are in for one heck of a ride through the remainder of this decade as staggering changes will occur to the global balance of power. TRANSATLANTIC COMMON MARKET? The United States is seeking to create a Transatlantic Partnership that should be finalized and dramatized sometime in late 2014 to early 2015. The U.S.-E.U. alliance has actually been in the works for several years now and just beginning to come to the forefront. In addition to this Transatlantic Partnership, the Obama administration wants to close a deal on the Transpacific Partnership by year’s end. This agreement includes around a dozen countries, including the U.S., that will give Washington a strong presence and stable allies throughout the Pacific ocean region. Remember: While global government is the ultimate endgame, the means of achieving will come through “progressive regionalism”. Just as the European Coal and Steel community of 1950 morphed into the European Union five decades later, so too will America’s deeper trading ties with the Eurozone will ultimately result in a political merger. Political orders share the same regulatory policies. Those regulatory policies are being written as we speak. If we are lucky, public debate over the wisdom of the Transatlantic and Transpacific Partnerships will soon commence. MARKET UPDATE: Despite the bounce today, the equity markets are struggling to regain momentum. We need a few more days like to today to reverse the trend and move back to a “GREEN” light. I tightened my stop loss orders on Monday and will not be buying any more stocks until the light turns GREEN.

PERSPECTIVES – 4/3/13: Today’s conference call is now online in our archive and is ready for playback. You can listen here. ALSO… We have a brand new Facebook page that is exclusively dedicated to economic, geopolitical, and investing news. Check out the new FTMDaily News Facebook page here. You may have noticed that we had recently created a news page on FTMDaily.com. However, after some discussion and feedback from many of you, we decided to launch the daily news service on Facebook. I am pretty new at the whole social media thing. If you are Facebook-savvy and have few Facebook friends, I could really use your help in helping get the word out about this new page. Keep the feedback coming… Your ideas are helping us improve our service!

PERSPECTIVES – 4/1/13: Yesterday it was reported that China and Australia were setting up direct convertibility between their two currencies. Basically, they are sidestepping the U.S. dollar in their trade. The pressure is mounting on the U.S. dollar as the Fed continues to create $3 billion per day and as the globe is slowing its artificial dollar demand. The slow and inevitable decline of the dollar continues… My call on DDD turned out nicely today as the stock surged over 3%. Keep watching XONE as this one could move much higher in the coming weeks. FINALLY… Tensions continue to mount on the Korean peninsula as a U.S. Destroyer warship sails toward the scene. China has responded by moving military forces towards their border. It could all be a “non-event” but it would be wise to stay alert on this one. Stay tuned.

PERSPECTIVES – 3/31/13: Happy Resurrection Day! I am closely watching two stocks this week that appear ready to move higher in price. These stocks are DDD and XONE. Both of these stocks are in the 3-D printing industry which has been particularly hot recently. See the chart below for the details on the buy signal for DDD. Stay tuned…

DDD is flashing a buy signal
CLICK CHART FOR LARGER IMAGE

PERSPECTIVES – 3/28/13: I have been busy doing radio interviews across the country today regarding the events unfolding in the BRICS nations. (BRICS= Brazil, Russia, India, China, and South Africa) These emerging nations just held their 5th Annual BRICS Summit in Durban, South Africa. News emerged of a plan to create a BRICS development bank that would seek to replace some of the emerging world’s dependence on Western financing (and all of the strings that come along with the money.) This will take years to implement but it will eventually have a devastating effect on the American economy unless we change course immediately.MARKETS… The S&P 500 closed at record levels today and the Dow posted it best first quarter since 1998. Gold is steady as the great ECB-IMF bank robbery in Cyprus fades from the news cycle. The market indicator light remains green. I will alert you when the money flows begin changing directions. Just watch for the light to turn yellow to know when stocks are beginning to level off and start their pullback.

PERSPECTIVES – 3/26/13: North Korea has interesting timing. It is provoking an all-out nuclear confrontation with the U.S. just as the West is attempting to launch a military campaign against Syria. North Korea is an extension of Red China and Russia, as is Iran. The West raided billions in Russian mafia money held in Cyprus. The next day, North Korea’s belligerence increases. We are sailing towards World War III. Meanwhile, U.S. stocks closed up again today. The Dow is at new highs and the S&P 500 is just two points away from a record high. I have been updating the new FTMDaily.com news page this week fairly often. Stay tuned…

PERSPECTIVES – 3/25/13: The Federal government is tightening its noose around the American people at warp speed. The Feds plan on putting over 10,000 drones over all fifty states by 2020. And the Department of Homeland Security just placed another large order for ammunition: 360,000 hollow point bullets. Meanwhile, the Europeans and the IMF just raided private bank accounts in Cyprus during broad daylight. And now, a top Eurozone official is warning that savings accounts in Spain, Italy and other European countries will be raided if needed to preserve Europe’s single currency. Finally, you can read my latest thoughts on the growing China-Russia alliance in this new article.

PERSPECTIVES – 5/6/13: Today, ECB chief Mario Draghi restated his commitment to additional monetary easing, if needed. The markets liked it enough to put the Euro Stoxx 50 into buying range for short-term traders. You can consider buying the SPDR Euro Stoxx 50 ETF (NYSE Ticker: FEZ). Also…the Malaysian stock market soared to new highs today mainly on a relieving election outcome. Some of the political clouds and uncertainty that hung over Malaysian stocks have lifted, which is why I am buying first thing tomorrow (May 7). My favorite way to gain access to the Malaysian stock market is the iShares MSCI Malaysia Index ETF (NYSE Ticker: EWM). Shares of this ETF jumped by over 6% today to a new all-time high, so mind your entry. Finally…The Federal Reserve released a survey today showing that some banks are easing standards on prime residential home loans. Basically, the report shows that commercial lending and personal lending appear to be growing healthily, and demand is following suit. Demand is also rising for credit card and auto loans, as Americans become more convinced that an economic recovery is finally beginning to take hold. According to a related report, the Fed has stated that the economy will probably “proceed at a moderate pace” (more proof that the Fed doesn’t have a clue). Stay tuned!

PERSPECTIVES – 5/5/13: The ECB rate cut, down to a record 0.5%, will harm gold prices in the near term. However, the inflation of the Euro will ultimately drive gold’s equilibrium price even higher. Most traders expect gold to decline this week. Invest accordingly. We have an exciting webinar this Thursday for all stock investors. If you like to invest or trade, be sure to sign up now while there is still availability. Here is the link. Finally, several stocks have made it to my radar this week. MDCO looks like a buy if it can reach its trigger price of $35.05. ALK looks particularly interesting at current levels. I am a buyer of ALK if it reaches $64.65 this week. Risk-takers should look into QIHU. If you can get in under $35.00, you could be in for a profitable ride in the coming months. I am bullish on SLCA as it appears to be bottoming. Our trigger price for entry is $22.43. CVLT is also in buying range. Stay tuned!

PERSPECTIVES – 5/2/13: So far, the “sell in May and go away” trade is not working. I recently alerted you to the fact that the U.S. stock market had resumed its uptrend after struggling briefly in late April. Currently, the uptrend is firmly intact as the ECB has announced a new round of monetary easing, and appears ready to take further measures to fight Europe’s banking crisis, if necessary. The ECB cut its benchmark interest rate to a record low today. Meanwhile, in the U.S., consumer sentiment is at a five-year high as Americans feel eager to spend money. And the U.S. jobless rate also declined to a five year low. Despite the massive monetary crisis facing the U.S., the trend is moving higher. Do not fight the trend. As soon as our system identifies a shift in the money flows, we will alert you in real-time by email and on this page. Until then, happy investing!

 

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