David Pinsen | TalkMarkets | Page 6

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Betting Against U.S. Treasury Bonds Pays Off
Wednesday, April 13, 2022 3:19 AM EDT
Seizing Russia's dollar assets doesn't seem to have made U.S. Treasuries more attractive to foreign buyers.
In this article: TBT Also: MOS, X, TSLA, GUSH
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Economic War Against A Real Economy
Tuesday, April 12, 2022 4:47 AM EDT
Judging by the coverage in most of the Western media, Russia is getting soundly beaten in its war with Ukraine.
In this article: BTU, CLF, OXY, WEAT, CENX, USO, ENPH, GUSH, JO (RETIRED), GDXJ
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Why Elon Musk Needs To Strike Fast At Twitter
Tuesday, April 5, 2022 6:29 AM EDT
A warning, some advice, and a suggestion for Twitter's largest shareholder. 
In this article: TSLA
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How The Western Response To Russia Is Changing Commodities Markets
Sunday, April 3, 2022 8:33 PM EDT
Credit Suisse wunderkind Zoltan Pozsar talks about the new world evolving in the wake of Russia's invasion of Ukraine. Plus, how to invest amid the new regime while limiting your downside risk.
In this article: CF, CLF, OXY, SOYB, WEAT, X, NVDA, TSLA, UCO, USO, PSTG, GUSH
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“You Can Print Money, But Not Oil To Heat Or Wheat To Eat”
Friday, April 1, 2022 5:04 AM EDT
Credit Suisse's Zoltan Pozsar warns central banks won't be able to paper over the commodity shortages due to the West's sanctions on Russia. 
In this article: CF, CLF, OXY, SOYB, WEAT, X, NVDA, TSLA, USO, GUSH
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Lowering Your Risk In Tesla
Wednesday, March 30, 2022 5:56 AM EDT
We're still bullish on Tesla, but this might be a good time to lower your risk. Here's a way to do so.
In this article: TSLA Also: ARKW, ARKK
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Market Bounces Despite Rising Geopolitical Risks
Sunday, March 27, 2022 7:13 AM EDT
Calls for regime change in Russia, diplomatic channels closed, spiking food and energy costs: time to take advantage of the market bounce to add some protection. 
In this article: QQQ, LQD, SPY, TLT
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As Cleveland-Cliffs Goes Parabolic, Prudence Is Warranted
Friday, March 25, 2022 5:50 AM EDT
Our system's still bullish on Cleveland-Cliffs, but longs should consider hedging here. We show a way of doing so below.
In this article: CLF Also: X
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In Case Goldman Sachs Is Right About U.S. Steel
Thursday, March 24, 2022 4:25 AM EDT
Our system has been bullish on U.S. Steel recently, but Goldman Sachs reiterated its sell rating on the stock this week. How to limit your downside risk in the event they're right.
In this article: BTU, X, TSLA Also: GS
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Why China Won't Condemn Russia
Tuesday, March 22, 2022 7:08 PM EDT
Maintaining an alliance with Russia is in China's interest. How the West versus Russia is becoming the Rest versus the West.
In this article: WEAT, META
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Why The Wheat ETF Spiked On Monday
Tuesday, March 22, 2022 5:29 AM EDT
A new report over the weekend detailed how the war in Ukraine could lead to a global food crisis.
In this article: WEAT Also: CF, CORN, HAL, OXY
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A Hedged Bet On An Oil Shock
Friday, March 18, 2022 5:45 AM EDT
The International Energy Agency warned this week that Russia could be forced to cut 30% of its oil production soon, leading to a global oil shock. A hedged bet on oil going higher as a result.
In this article: UCO, AR, GUSH Also: BNO, OIL
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Betting Against Bonds
Tuesday, March 15, 2022 4:58 AM EDT
Blowback from freezing Russia's dollar assets may drive China to diversify away from U.S. Treasuries.
In this article: RWM, TBT, GUSH Also: NVDA, TSLA
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Sanctioning Ourselves
Sunday, March 13, 2022 3:35 AM EDT
U.S. led sanctions on Russia are causing higher prices at home. Suggestions for investing in an inflationary environment.
In this article: CF, CORN, HAL, OXY, WEAT, UGA
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War In Ukraine Causes Coal To Go Parabolic
Friday, March 4, 2022 5:50 AM EDT
Before the current war in Ukraine, there was already upward pressure on coal, due to a combination of the lockdowns limiting production in 2020 plus a misguided focus renewable energy.
In this article: BTU, CLF, UCO Also: TSLA
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Severe Sanctions Imposed On Russia
Monday, February 28, 2022 5:43 AM EDT
The EU imposes nuclear-level sanctions on Russia, ratcheting up economic risks. Our beaten-down Russian stocks get beaten down further.
In this article: YNDX, SPY, AR
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81 to 96 of 339 Posts
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