The Four Best Investments for a Falling Yen

The yen is poised for a dive, and we've found the best investments for a falling yen.
Japan's 20-year fight with deflation was made worse last week with news that the country is in recession.
This was after the Bank of Japan announced an acceleration to its so-called "qualitative and quantitative easing program" on Oct. 31.
Japan will be pumping trillions of yen into its economy in the months to come. Japan's goal is to stoke inflation, spur demand, and fuel export growth. (more)

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Here's the U.S. Dollar's Next Move

Last month, I told you the U.S. dollar was going to break down.

 

You see, parabolic moves – a move that is nearly straight up in an asset – always end at some point.

 

The dollar did pull back shortly after my essay. But it wasn't the dramatic decline that typically follows a parabolic move. It was mild and shallow.

 

Since then, the U.S. Dollar Index has rebounded and rallied to an even higher level. And traders are betting on the rally continuing.

 

But in the short term, I'm not so sure...

 

Take a look at this daily chart of the U.S. Dollar Index...

 

 

Note the Moving Average Convergence Divergence (MACD) momentum indicator at the bottom of the chart. The MACD is a measure of overbought and oversold conditions. And today, the MACD is overbought – which warns of an impending decline in the market.(more)

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US Stocks Surge To ‘Best’ Streak In 86 years

zerohedge.com / by Tyler Durden on 11/24/2014 16:03
The last few weeks have been the strongest and most consistent rallies in US equity market history. US equity markets have traded above their 5-day moving average for 27 days – the longest such streak since March 1928 (h/t MKM’s John Krinsky) and all amid  GDP downgrades, missed PMIs, and downward earnings outlook revisions. Given the holiday week, it is hardly surprising volume was weak today. Stocks were very mixed today with Russell 2000 and Nasdaq leading the way (along with Trannies) as Dow and S&P showed very small gains – to record highs though. Bonds were also bid with a strong 2Y auction extending the drops in yields (0-2bps) led by 7Y. The USDollar fell 0.4% – led by EUR strength – as JPY, CAD, and AUD all weakened. Despite USD weakness, oil (big drop intraday), copper, and gold also dropped on the day with silver ending +0.25%. VIX dropped to 12.66 – its lowest close in over 2 months.
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3 Auto Stocks to Buy for Surging Growth in 2015

The majority of U.S. equities have outperformed auto stocks during this most recent bull market. However, economic conditions are picking up for this industry. 2015 looks to book solid growth in both domestic and foreign car sales which will lead the charge in gains for these three stocks Bret Jensen loves to own.
Global auto production and sales in 2014 has been a mixed bag. Domestic sales racked up another good year and are close to being back to the robust levels before the financial crisis. This strength should continue in 2015 with the average age of a U.S. vehicle being over a decade, low financing rates, and the best spurt of job growth in a decade.
Europe continues to struggle with new car registrations near two decade lows. In addition, sanctions on Russia have cratered sales from Europe to Russia. However, auto registrations in the Eurozone have started to creep up in recent months.
South America is suffering through slowing growth and plunging currencies have negatively impacted American operations there. Finally, Chinese auto sales continued to grow at a solid clip. This is a critical market and likely to be the largest auto market for decades to come. Importantly, U.S. automakers are gaining share mostly against the Japanese makers in the Middle Kingdom. Ford (NYSE: F) has doubled its market share over the past two years. (more)

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Diversifying Your Portfolio With Rare Strategic Metals – Cayman Conference Speaker

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High-Yielding Upstream Energy MLPs Solid Buys Despite Oil Drop: Breitburn Energy Partners L.P. (NASDAQ: BBEP), Memorial Production Partners L.P. (NASDAQ: MEMP), Legacy Reserves L.P. (NASDAQ: LGCY), Linn Energy LLC (NASDAQ: LINE)

The huge drop in oil is really starting to show up at the pump for consumers, and right before the holidays that is a blessing. It is also showing up in energy-related stocks and master limited partnerships (MLPs). This may prove to be a blessing for patient, long-term aggressive energy growth and income investors. A new report from UBS documents that the fall in oil prices has certainly made investors nervous, and specific company by company thesis may need to be reviewed.

The UBS team thinks that the upstream MLPs need to continue to execute accretive acquisitions to offset naturally declining reserves and production. They point out the industry catch-22, as many energy and production companies may be sellers of assets, while the MLPs are constrained by cash shortages to make deals. (more)

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It’s Decision Time For Gold, Miners, And The Dollar

zerohedge.com / by mickeyman via World Complex blog / 11/24/2014 12:51
Last month we saw this chart–in which the swings in the GoldxUSDX index had formed a triangle going back over a year. At that time we were quite close to the apex.

The last few weeks have been eventful. We saw a clear break below the lower trendline, followed by a bounce up above the upper trendline. It appears a decision has been made.
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