April 2016 – JenkinsRM

Archive for April 2016

A Look Back At Our Oil Call

Back in October of 2014 we made the call that if WTI Crude Oil closed below $85 on the weekly level and then closed out the month below $85, oil could fall as low as $33 over the LONG-TERM (6-18 months). We made that call in Oct 2014 and Oil hit $33 in Jan of…

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The Pi Cycle & The Markets

One of the most fascinating things in life is that everything cycles. There are cycles all around us, from the beat of your heart to the astrological cycles. Even life itself is a cycle from birth to death. Cycles and waves are how energy moves. Light moves in wave. And the markets are no different…

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The Pi Cycle & The Markets

One of the most fascinating things in life is that everything cycles. There are cycles all around us, from the beat of your heart to the astrological cycles. Even life itself is a cycle from birth to death. Cycles and waves are how energy moves. Light moves in wave. And the markets are no different…

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Russia is a Short Again

With Oil back at the top of its Long-term Risk Range yesterday, Russia looks like a short again. Their indexes are back at the top of their regression channels as seen in the below Weekly Chart of RSX. We can see price continues to make Lower Lows and this area is prime location for another…

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Our Best Long-term Silver Idea

One of our favorite companies to own in the precious metals space when the price of Silver is rising, is Silver Wheaton (SLW). This company has a unique competitive advantage when it comes to a silver play. There profit potential is quite amazing when the silver price begins to rise. Their stock price also of…

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The Strong Dollar & Deflation

If you get the direction of the dollar right, you tend to get a lot of things right in global macro. The main problem we have had with this whole idea of the “Reflation Trade” and even the metals (Gold and Silver) rallying, is that the dollar has NOT done anything wrong LONG-TERM. The dollar…

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The Strong Dollar & Deflation

If you get the direction of the dollar right, you tend to get a lot of things right in global macro. The main problem we have had with this whole idea of the “Reflation Trade” and even the metals (Gold and Silver) rallying, is that the dollar has NOT done anything wrong LONG-TERM. The dollar…

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