Sticking With Commodity and Defensive Sectors; Buying Coal, Steel, Gold Stocks
Crude oil and the Bloomberg Commodity index $DJP are breaking out from 1-month consolidations, signaling upside continuation. Stick with the...
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Continued Absence Of Breakdowns Is A Positive Sign; Many Bottoms-Up Stock Recommendations
As long as the Russell 2000 index (IWM) is above $208, the Russell Micro Caps index (IWC) is above $134-$135, and the S&P 500 is above 4495, we...
331 Views
The Week That Was in ASEAN@Smartkarma - Indonesian Property, OLAM, and Digital Banks
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
284 Views
Geo Energy: Indonesian Coal Market Beneficiary Trading at Distressed Multiple
GEO has run 70% YTD but has lagged US-listed coal peers such as Consol and Peabody which are up respectively 345% and 606% YTD. We expect a violent...
851 Views
S&P 500 Near Support; Watching Energy For Strength; Buying Coal, Uranium Miners, & Dry-Bulk Shippers
On August 31 we noted to expect some consolidation in the S&P 500 after it hit our 4535 initial target. The S&P 500 is now testing key support at...
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