Ryan Puplava's Blog

Based on current comments and economics for Europe, it is likely we may see a drop in interest rates at the June meeting if inflation drops again mainly to counter the rise in the euro. The rise in the euro has been caused by economic recovery and capital inflows.

The Dow Jones Industrial Average closed at a new 52-week high yesterday — with little fanfare. While the Dow Jones Transports and the S&P 500 are close behind, the Nasdaq Composite and the Russell 2000 are still well below their previous 52-week highs.

Energy is an emerging interest for the market as portfolio managers search for value in energy stocks. One of the biggest topics discussed at the beginning of the year was valuations. You need to look no further than energy, old tech, materials, and utilities to find value this quarter.

High beta names in the market have been bashed to bits over the past few weeks. Tesla (TSLA), Priceline (PCLN), Wynn Resorts (WYNN), Gilead Sciences (GILD), Netflix (NFLX), Baidu (BIDU), NetApp (NTAP), and more have seen mini bear markets.

As we’ve been saying at PFS, this year is going to be about stock picking with the S&P 500 up merely 1% year to date. A lot of that has to do with the incredible run in the U.S. indices last year, which has caused many investors and analysts to question valuations...

The stock market is down after reaching all-time highs again in March. That means it’s time to talk about black swans, dragon-kings, and other such ilk; never mind the winter is beginning to thaw and economic indicators are improving for the U.S.

Besides pattern recognition, trend analysis, and Fibonacci retracement, one of the areas you study in technical analysis is the relationships between asset classes. We call it intermarket analysis. Fundamental CFA analysts study the...

On Financial Sense Newshour last weekend, I suggested that this would be a big week for consumer discretionary stocks due to a slew of earnings out of the retail group. Also this week, some housing data points which influence the homebuilders and...

Rotations come and they go, typically lasting between six and nine months. Rotation is to stocks what location is to real estate. You have to be aware that diversified investment managers are always looking at their portfolio weightings to increase their position in sectors and industry groups that are outperforming the market and decreasing their weightings in positions that are underperforming.

Last August, I wrote an article about an intermediate bottom in gold, but that a more meaningful long-term bottom would still take time and price. I explained how important it was to allow long-term moving averages to stop falling, which would take...