Michael Molman is currently pursuing a Bachelors Degree in Economics from Rutgers University. He has been following financial markets and trading for almost 7 years. Through his experience at a trend following, technical analysis based Mutual Fund in Israel, a large Multi Strategy Hedge Fund in ...
more Michael Molman is currently pursuing a Bachelors Degree in Economics from Rutgers University. He has been following financial markets and trading for almost 7 years. Through his experience at a trend following, technical analysis based Mutual Fund in Israel, a large Multi Strategy Hedge Fund in New York, and a Private Equity Search Fund, Michael has been exposed to many different types of investment strategies. For his personal accounts he has adopted a Tactical Macro based investment strategy, hoping to take advantage of short term inefficiencies in global markets. He is constantly tweaking his strategy and enjoys discussing ideas with interested followers, feel free to reach out to him with any questions and ideas.
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Latest Comments
Junk Bond Weakness Limited To Healthcare & Telecommunications
Almost all junk bonds rated BB, which account for 50% of junk bonds were not affected by the sell off. Also the sell-off seemed sector specific and more of a risk adjustment then anything. Definitely a buying opportunity.
Silver Miners Are Breaking Down
I have been very neutral about precious metals recently the market seems to be confused about which way it wants to go. I am thinking maybe a rally in December because of political instability in U.S caused because debt ceiling. However this article provides a very interesting way to play silver miners which I like.
WTI Crude Oil And Natural Gas Forecast - Wednesday, Nov. 15
I am wondering if this short term drop in crude prices signals a more serious push downward then everyone thinks. The trade has become crowded and forecasts show that shale drillers are ready to ramp up production. There are a lot of drilled but uncompleted wells in the U.S it would not cost much to turn them on.
Mash Up
Oil has been selling off the last few days as many become more concerned about shale drillers potentially ramping up output and stockpiles not decreasing as much as forecasting. In your opinion are the last few days merely a slight correction or is it the beginning of a more serious pull back to the high 40's range?
It Looks Like The Oil Is Topping Now
I agree, I figured #oil is looking overbought at these levels and ready for a pullback, my question is, is it ready for a full on short position or is it a minor correction before oil continues its rally?
Copper Is The One Metal You Can’t Ignore
Long term completely agreed #copper is looking good as the global economy continues to improve. In the short run there could be some risks, investors might be over exited about the demand from electric cars. That demand will be steadily built up over the next decade, investors might be getting ahead of themselves by bidding up the price now. Just look at nickel, it surged on expectations of strong battery demand, now it is overbought ready for a correction. $CU
Green Energy: Lost Cause Or Must-Have Investment?
Low #oil prices in 2015 and 2016 caused people to pull money from green energy because they were worried that technologies like solar and wind would not be able to compete with cheaper oil. I think now that oil prices are rising and stabilizing is the best time to invest in green energy. To that end I really like the idea of investing in ClearSign Combustion $CLIR and will keep this stock on my radar.
CVR Medical: A New Approach To Cardiovascular Care
These type of companies provide huge opportunities, since FDA clearance will most likely send the stock through the roof. Unfortunately they are also very risky since the company needs that clearance in order to stay in business. The concept is interesting though and I will keep the stock on my radar. $CRRVF
Saudi Power Struggle Strengthens Crude, And The USD
Agreed!
STORE Capital: Warren Buffett Bought 10% Of This Lesser-Known REIT
I have only started to learn about commercial real estate and all of its intricacies. This article was very helpful, I will definitely keep an eye on #STORE