11-NOVEMBER 24-2021

Climate Change_2021Good morning.
No, it’s not a mythical creature from a game of Dungeons & Dragons or Lord of the Rings.  It’s a term for Organized Retail Crime.  And it’s on the rise.
Pandemic-era mask mandates have made retail theft substantially easier.  And some jurisdictions such as in San Francisco have eliminated any criminal penalty or law enforcement resources for thefts under $950.  That’s caused a number of retailers to flag organized thieves, but at the cost of millions in inventory losses, including some who hit up multiple stores in some areas looking for items to resell cheaply online.
The latest victim?  Best Buy (BBY).  The electronics retailer saw shares get crushed yesterday despite strong earnings, as ORC led to lower profit margins at company stores.  There’s likely no quick fix, especially as local politics are involved.  But investors should consider the prospect of ORCs when looking at investments in retail-oriented companies.

Now here’s the rest of the news:

How Evergrande Contagion Plays Into Gold’s Price
China’s property developers are defaulting right and left in a slow-motion collapse.  This problem is bigger than it sounds, and may have global consequences.  Here’s how this impacts gold’s price… [Read Here]

November 24, 2020

Nearest WeekGood morning.
From the rising number of early holiday decorations out, it’s clear that folks are ready to change things up.  That’s party from spending so much time at home this year.  That early holiday cheer is clearly on display in the markets as well.
The kickoff season tends to be good for stocks. It can be better for some areas, such as retail.  It tends to be seasonally a bit worse for other areas, such as oil, given a drop in driving trends.  No doubt this year will have its own unique twists.  But it’s clear that everyone is ready for the good cheer of the holiday season this year.

Now here’s the rest of the news:

 

November 24, 2019

DarrenDaily
A Dangerous Belief We Have to Abolish

Do you have a belief or two you’re carrying?  🙂

IMG_0712
Come From Aways, Do You?

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11-NOVEMBER 30-2021

Good morning. Monday’s reversal of Friday’s big market drop shows that fear of new Covid variants is waning.  While that may change as new data on the latest variant comes in, traders didn’t have to wait that long.  Instead, they’ve been following the BTD playbook – and buying the dip. That’s been a successful play in general.  After all, markets rise over time.  However, this trend has been on steroids since the start of the pandemic, following the shortest bear market in history and a rise in retail traders armed with stimulus checks and nowhere to go.  As long as

11-NOVEMBER 29-2021

Good morning. The half day US markets are open the day after Thanksgiving is usually one of the quietest trading days of the year. 2021 delivered the worst one-day performance for stocks instead, as a new version of Covid out of South Africa, dubbed the “Nu” variant, appeared to be spreading. While the market has had a selloff and sentiment has flipped from bullish to bearish overnight, we’ve learned from the Delta variant that markets can be volatile, but will likely remain resilient.  Still, traders may want to lighted up on their most aggressive trades, even if that goes against

11-NOVEMBER 28-2021

Here’s to a better YOU … and now … Today’s DarrenDaily Recap Sunday.  A collection of the weeks videos from Darren Hardy.  Enjoy! Describing its beauty!!!  Maple Leaf Canadian Flag pole alone in barren coastal landscape of Newfoundland, Canada, I’m proud to be Canadian. November 28, 2020 Simple diet tip for parties. The “Holiday Season” is officially here… Feeling guilty about that extra slice of pie?  Don’t beat yourself up!  It takes a lot of calories — 3,500 — to gain a pound of body fat.  So really, that one off day doesn’t usually result in any significant weight gain. It’s about what you

11-NOVEMBER 27-2021

Enjoy Silence Eliminate a life of expectation.  Expect less from people, and disentangle yourself from obligations.  Learn to say no so you have more time and space to say yes to what you want in life. At home: Get rid of stuff you’re always moving from place to place.  If you don’t love everything around you, then toss it. Do your shopping once a week.  Those quick pit stops to the grocery store a few times a week take time away from something else. Do laundry less often.  Simplify your wardrobe, and you’ll have more pieces to mix and match.

11-NOVEMBER 26-2021

Good morning. It’s been 624 days since “15 days to flatten the curve,” kicked off the part of the pandemic where the economy was deliberately shut down.  Unlike a light switch, however, it’s not the sort of thing to start back up again.  Trillions were spent propping up the economy with extended benefits and stimulus checks. The labor market is improving but still in disarray.  Inflation and job demand has pushed up wages, creating a “Great Resignation.”  And for all the time, effort, and money spent to create these new problems, those fortunate enough to invest in the stock market

11-NOVEMBER 25-2021

Good morning, and Happy Thanksgiving. Oil prices somehow moved up on Tuesday, despite President Biden’s announcement that the Strategic Petroleum Reserve would be tapped, bringing 50 million barrels of oil onto the market on top of additional releases so far. The problem?  While that number sounds impressive, markets were pricing in 100 million barrels instead to really shock the market.  The move was small enough to earn a mocking note from Goldman Sachs (GS), which continues to see oil prices rising into 2022 on rising global demand, without even adding in factors such as inflation.  Prepare for more pain at

11-NOVEMBER 23-2021

Good morning. It’s hard to believe that just last year, traders in the oil markets were humbled by trades that forced the price of the commodity negative.  Now, with prices rising, attempts to push the cost per barrel lower could backfire. President Biden has asked regulatory agencies to investigate high prices at oil companies themselves, as though they weren’t subject to the laws of supply and demand.  Now, plans to release millions of barrels from the Strategic Petroleum Reserve could push OPEC+ members into creating a response of their own that could lead to higher oil prices for longer. An

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