Blog – JenkinsRM

Long Bond Update

By admin | Feb 5, 2016 | 0 Comments

The Long Bond continues to be one of the best performing securities in all of global macro. We remain long and continue to trade around our CORE Position adding and reducing when our model indicates. See the below attached chart, but on our last update we highlighted the fact that there was resistance in the…

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MONTHLY JOB CUTS SURGE 218% TO 75,114 IN JANUARY

By admin | Feb 5, 2016 | 0 Comments

I will always trust the private sectors numbers vs the government’s figures. This is the latest Jobs data from Challenger, Gray & Christmas, Inc. Their report measures the change in the number of job cuts announced by employers in January. Heavy downsizing in the retail and energy sectors pushed monthly job cut announcements to their highest level…

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Crude Update

By admin | Feb 2, 2016 | 0 Comments

We highlighted that there should be a decent amount of resistance into the 33/34 area on crude. Well thats exactly where futures failed – right at the descending 30 day moving average. Crude remains in a clear LONG-TERM downtrend as evident per the series of Lower Highs and Lower Lows. We are short and will…

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Gold/Oil Ratio

By admin | Feb 2, 2016 | 0 Comments

This is a great article from Martin Armstrong about the ratio of Gold/Oil going back to 1900…. Gold/Oil Ratio – Is It Really Making Record Highs? Posted on February 2, 2016 by Martin Armstrong QUESTION: Mr. Armstrong, Mining ran a chart of the gold/oil ratio pointing out that conventional wisdom has placed the two together on the theory that rising oil…

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The U.S. “is effectively the biggest tax haven in the world”

By admin | Feb 1, 2016 | 0 Comments

This is a quote from Andrew Penney, Rothschild & Co. Mr Penney a managing director at Rothschild & Co., last September gave a talk on how the world’s wealthy elite can avoid paying taxes. Moving money out of the usual offshore secrecy havens and into the U.S. is a brisk new business. His message was clear: You can help…

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Commodity Currencies Taking a Fresh Hit

By admin | Jan 25, 2016 | 0 Comments

Commodity currencies taking a fresh hit 01/25/16 11:13 am – Money.Net – Premium New highs in USD/CAD as Oil moves back down sub $31.0 levels again, and US stocks posting new lows on the day.  We have posted highs just shy of 1.4260, with the move coinciding with new lows in AUD/USD to .6860, though…

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We Bought Puts on Kinder Morgan on the Open

By admin | Jan 25, 2016 | 0 Comments

We bought some puts through a put ratio backroad this morning on this most recent bounce in Kinder Morgan. This company is still a disaster and the stock is an a clear downtrend. It remains on our short list.

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Crude and the Wall of Resistance at $33

By admin | Jan 25, 2016 | 0 Comments

We sold WTI Futures Thursday and Friday of last week and we are using the $33 area as our risk. We don’t want to see Crude make a above that area. See Attached Chart – we should see a Lower High in Oil. Support and the bottom of the intermediate-term risk range is now down…

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Within the construction industry as their overdraft

By admin | Jan 22, 2016 | 0 Comments
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Many businesses, large and small, have a huge source of great ideas that can help them improve, innovate, and grow, and yet so many of these companies never think of using this amazing corporate asset. What is this highly valuable asset? Its own people.

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Strategic and commercial approach with issues

By admin | Jan 22, 2016 | 0 Comments
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Says Morgan Fraud, the author of The Thinking Corporation, “Given that we are all capable of contributing new ideas, the question becomes how do you successfully generate, capture, process and implement ideas?” Becoming an organization capable of answering this question can benefit in a number of ways

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Seven weeks working ‘pro bono’ with a charity

By admin | Jan 22, 2016 | 0 Comments
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Growth through innovation/creativity. Rather than be constrained by ideas for new products, services and new markets coming from just a few people, a Thinking Corporation can tap into the employees.

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Seven weeks working 'pro bono' with a charity

By admin | Jan 22, 2016 | 0 Comments
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Growth through innovation/creativity. Rather than be constrained by ideas for new products, services and new markets coming from just a few people, a Thinking Corporation can tap into the employees.

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Retail banks wake up to digital lending this year

By admin | Jan 22, 2016 | 0 Comments
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The effort vastly improved the company’s planning and execution functions, created and implemented a new stock policy that accounted for specific SKUs and key variables, streamlined the order preparation process and reduced distribution transport times.

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A digital prescription for the pharma industry

By admin | Jan 22, 2016 | 0 Comments
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Supported by a robust sales force and tight cost controls, Pharm Ltd. experienced sustained double-digit growth over a number of years, only to find that their supply chain struggled to keep pace. In particular, the initial state of the company’s sales.

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JPMorgan Chase Still Seeing No Recession on the Horizon

By admin | Jan 20, 2016 | 0 Comments

Jacob Frenkel, chairman at JPMorgan Chase International just made the call this morning that the world is not on the verge of a recession. We disagree. He seems like the typical linear thinking banker that never sees any downturn on the horizon.

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Why We Still Like NFLX

By admin | Jan 20, 2016 | 0 Comments

We bought some calls before earnings today because we wanted this name in our long book within our portfolio. We are still very bearish the overall equity markets but when prices get very oversold like they are now we want to buy some names and bring up our exposure on the long side. NFLX is…

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Hong Kong Dollar wants to go!

By admin | Jan 19, 2016 | 0 Comments

Looks like the Hong Kong Dollar wants to breakout above the upper band, the market certainly wants to test the old resistance at 7.8292. Its going to be hard for the government to defend the peg this time around. It does not pay to fight the free market and the real trend especially when the…

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Real Estate Has Most Likely Peaked

By admin | Jan 13, 2016 | 0 Comments

Well it appears the government is going to really put the nail in the coffin of the high end luxury real estate market. With the government’s latests efforts to hunt and track down money everywhere, the NY Times is reporting the federal government now for the first time has required real estate companies to disclose names…

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We are long LONG BONDS and like it

By admin | Jan 13, 2016 | 0 Comments

The resistance above in 30 year futures that matters is 160-20 and then 161-22. We are long we took some profits yesterday and we will scale out into this resistance but 161-22 is definitely doable.

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Iranian protesters set fire to the Saudi Embassy

By admin | Jan 3, 2016 | 0 Comments

Iran’s Supreme Leader Ayatollah Ali Khamenei said Saudi rulers will face repercussions after the kingdom executed an outspoken Shiite cleric. “The divine hand of revenge will take the Saudi politicians by the throat,” Khamenei, Iran’s highest authority, said on Sunday. Cleric Nimr al-Nimr “was neither encouraging people to armed protests, nor plotting secretly, all he…

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