Chris Temple from The National Investor – Mon 10 Sep, 2018

The Rotation To Defensive Stocks Continues

With US markets holding at or near all time highs there is a general rotation of money into more defensive stocks. Chris Temple and I discuss why money is flowing in that direction and where some of the worrisome signs are coming from.

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Comments:
  1. On September 10, 2018 at 11:28 am,
    Matthew says:

    The gold/silver miners are extremely oversold versus the stock market.
    GDX:SPY weekly:
    http://schrts.co/qVwfcp

  2. On September 10, 2018 at 11:30 am,
    Matthew says:

    GDXJ:DIA weekly:
    http://schrts.co/6GK2qp

  3. On September 10, 2018 at 11:35 am,
    Matthew says:

    Gold is extremely overbought versus silver and looks like its three months of outperformance is coming to an end.
    http://schrts.co/chR7mE

  4. On September 10, 2018 at 11:48 am,
    Bonzo Barzini says:

    I bought a defensive stock this morning yielding 5.7%, BTI@47.5
    Now watch it drop to 40.

  5. On September 10, 2018 at 11:51 am,
    b says:

    I’ll consider buying more gold at under $1000, might be a good price (maybe) but the wait for it to increase will be a consideration.

  6. On September 10, 2018 at 12:10 pm,
    CFS says:

    The lies of Obama exposed and the economic incompetence of Obama clearly explained graphically:

    https://youtu.be/GvFdhrt5204

  7. On September 10, 2018 at 1:11 pm,
    Matthew says:
  8. On September 10, 2018 at 7:42 pm,
    johnnygeneric says:

    I’m shorting FXI. Expect it to get as low as 30. My puts are up 46%

  9. On September 10, 2018 at 7:42 pm,
    johnnygeneric says:

    DXY could hit 110.

  10. On September 11, 2018 at 5:15 am,
    OOTB Jerry says:

    Silver…….rolling over again……$13.90’s…….looks insight…………..jmo

    • On September 11, 2018 at 7:06 am,
      OOTB Jerry says:

      Silver looking good……..buy, buy……….two years from today….You will be happy….jmo

      • On September 11, 2018 at 7:08 am,
        OOTB Jerry says:

        The gold-silver ratio has been one of the most reliable technical ‘buy’ indictors for silver, whenever the ratio climbs above 80. The gold-to-silver ratio has now spiked above 85, which is the highest level of this entire 18-year bull market! In fact, you have to go back 27 years to 1991 for the ratio to be higher than it is today. Amazingly, the ratio is currently higher than it was at the depths of the 2008-09 financial crisis (circled in the chart below).

        • On September 11, 2018 at 7:09 am,
          OOTB Jerry says:

          Historic Ratios for Comparison
          The ratio of silver to gold in the earth’s crust is 17.5:1. In Roman times, the price ratio was set at 12 to 1. In 1792, the gold/silver price ratio was fixed by law in the United States at 15:1, which meant that one troy ounce of gold was worth 15 troy ounces of silver; a ratio of 15.5:1 was enacted in France in 1803. The average gold/silver price ratio during the 20th century, however, was 47:1.

        • On September 11, 2018 at 7:10 am,
          OOTB Jerry says:

          Info…..from 321

  11. On September 11, 2018 at 7:03 am,
    Tom says:

    long BPMC