Spamdex - Spam Archive

Report spam

Send in your spam and get the offenders listed

Create a rule in outlook or simply forward the spam you receive to

Also in

The Greatest Disconnects EVER?

Having trouble viewing this email? View it online.
Friday, October 30, 2015
Money and Markets
The Greatest Disconnects EVER?
by Mike Larson

Dear ,

Mike Larson

Nothing ever goes exactly according to plan in the capital markets. I've seen minor divergences, disconnects, and dichotomies from time to time in the almost two decades I've been in the investment and financial education business.

But right now? I'm seeing some of the greatest disconnects EVER!

Take earnings versus stock prices. Corporate managements have been warning about weakness left and right. Overall S&P 500 earnings are poised to drop as much as 4% this quarter, while revenues are going to drop for the third straight quarter. That hasn't happened since the Great Recession.

But the Dow Jones Industrial Average has surged almost 1,700 points from its late September low. The PowerShares QQQ Trust (QQQ) just traded to within a couple bucks of its summer high. Since stock prices are supposed to track earnings results closely, the divergence makes no sense.

Buying Opportunity!

The last time oil prices sank below $50 a barrel, the best oil and energy stocks handed investors like you TRIPLE-DIGIT profits! Over the past two years, the world's energy markets have been hit with the equivalent of a HYDROGEN BOMB. The price of oil lost HALF its value in the first half of 2015, sinking to levels last seen during the depths of the 2009 recession. I want to share with you what I believe is the greatest money-making opportunity to appear since the 2008-2009 stock market crash click here now for more information! –Mike

Internal Sponsorship

That brings us to the next major disconnect: Mega-cap stocks and broad market averages versus several market sectors and small caps.

Sure, the QQQ has been strong and so has the Dow. But the Russell 2000 has barely bounced. It's still roughly 10% below its June high. The Dow Jones Transportation Average is also more than 1,100 points off its highs.

Retail stocks trade like death warmed over, as do biotechnology names. Energy joined them in the doghouse this week after crude oil and natural gas plunged.

Can a gain in a handful of big cap stocks hold up the averages, even as hundreds of stocks behind them wilt? That seems nuts to me, frankly.

Can a gain in a handful of big cap stocks hold up the averages, even as hundreds of stocks behind them wilt? That seems nuts to me.

Or how about the disconnect between the performance of Treasury bonds and stocks? When stocks rise, bonds typically fall, and vice versa.

But that hasn't happened this time around. Bond prices have risen and bond yields have fallen despite the rise in stocks. That's a glaring non-confirmation of the rally.

Then there's the massive disconnect between commodities and stocks. You would expect to see both asset classes rally sharply if the global economy was strong, and demand for commodities and the products they go into was firm. But commodities can't get off the mat despite the rally in stocks.

That brings me to yet another major disconnect — the plunge in energy prices and the consumer's lack of a response to it. How many times have we been told that falling gasoline prices would cause retail spending to skyrocket? How many so-called "experts" came on television and said American consumers would be dancing in the streets?

But have you been listening to Wal-Mart Stores (WMT)? Have you seen a chart of the SPDR S&P Retail ETF (XRT)? Did you see how retail sales missed forecasts in September, and flat-lined in August? Or how consumer confidence fell to 97.6 in October versus 102.6 a month earlier, despite further declines in gas prices? These and other data points show the "retail boom" thesis isn't panning out at all.

I'm going to be exploring these great disconnects in much more detail in this month's Safe Money Report. You still have a few days to get on board before that issue goes to press, which you can do so by clicking here.

But suffice it to say my research suggests these disconnects are going to be a big problem for investors. I believe they merit a cautious investment approach -- one that focuses on using hedges to protect against downside risk, maintaining elevated cash levels, and owning only the "best of the best" stocks in non-economically sensitive and higher-yielding sectors of the market.

Until next time,

Mike Larson

P.S. I have prepared a special briefing called "Profiting from the Return of the Bear Market," where you can find out how you can double, triple, even QUADRUPLE your money, not in spite of, but BECAUSE of this new bear market!

Hurry and click this link to reserve your place now.

The investment strategy and opinions expressed in this article are those of the author's and do not necessarily reflect those of any other editor at Weiss Research or the company as a whole.

Have comments? Tell Us!

Facebook Twitter Linkedin YouTube Pinterest

About Money and Markets
For more information and archived issues, visit
Money and Markets is a free daily investment newsletter published by Weiss Research, Inc. This publication does not provide individual, customized investment or trading advice. All information is based upon data whose accuracy is deemed reliable, but not guaranteed. Performance returns cited are derived from our best estimates, but hypothetical as we do not track actual prices of customer purchases and sales. We cannot guarantee the accuracy of third party advertisements or sponsors, and these ads do not necessarily express the viewpoints of Money and Markets or its editors. For more information, see our Terms and Conditions. View our Privacy Policy. Would you like to unsubscribe from our mailing list? To make sure you don't miss our urgent updates, just follow these simple steps to add Weiss Research to your address book.

Attention editors and publishers! Money and Markets teaser content may be republished with a link to the full story on Such republication must include attribution with a link to the MoneyandMarkets home page as follows: "Source:"

Money and Markets: A Division of Weiss Research, Inc. |

4400 Northcorp Parkway | Palm Beach Gardens, FL 33410 | 1-800-393-0189


All titles, content, publisher names, trademarks, artwork, and associated imagery are trademarks and/or copyright material of their respective owners. All rights reserved. The Spam Archive website contains material for general information purposes only. It has been written for the purpose of providing information and historical reference containing in the main instances of business or commercial spam.

Many of the messages in Spamdex's archive contain forged headers in one form or another. The fact that an email claims to have come from one email address or another does not mean it actually originated at that address! Please use spamdex responsibly.

Yes YOU! Get INVOLVED - Send in your spam and report offenders

Create a rule in outlook or simply forward the junk email you receive to | See contributors

Google + Spam 2010- 2017 Spamdex - The Spam Archive for the internet. unsolicited electric messages (spam) archived for posterity. Link to us and help promote Spamdex as a means of forcing Spammers to re-think the amount of spam they send us.

The Spam Archive - Chronicling spam emails into readable web records index for all time

Please contact us with any comments or questions at Spam Archive is a non-profit library of thousands of spam email messages sent to a single email address. A number of far-sighted people have been saving all their spam and have put it online. This is a valuable resource for anyone writing Bayesian filters. The Spam Archive is building a digital library of Internet spam. Your use of the Archive is subject to the Archive's Terms of Use. All emails viewed are copyright of the respected companies or corporations. Thanks to Benedict Sykes for assisting with tech problems and Google Indexing, ta Ben.

Our inspiration is the "Internet Archive" USA. "Libraries exist to preserve society's cultural artefacts and to provide access to them. If libraries are to continue to foster education and scholarship in this era of digital technology, it's essential for them to extend those functions into the digital world." This is our library of unsolicited emails from around the world. See Spamdex is in no way associated though. Supporters and members of Helping rid the internet of spam, one email at a time. Working with Inernet Aware to improve user knowlegde on keeping safe online. Many thanks to all our supporters including Vanilla Circus for providing SEO advice and other content syndication help | Link to us | Terms | Privacy | Cookies | Complaints | Copyright | Spam emails / ICO | Spam images | Sitemap | All hosting and cloud migration by Cloudworks.

Important: Users take note, this is Spamdex - The Spam Archive for the internet. Some of the pages indexed could contain offensive language or contain fraudulent offers. If an offer looks too good to be true it probably is! Please tread, carefully, all of the links should be fine. Clicking I agree means you agree to our terms and conditions. We cannot be held responsible etc etc.

The Spam Archive - Chronicling spam emails into readable web records

The Glass House | London | SW19 8AE |
Spamdex is a digital archive of unsolicited electronic mail 4.9 out of 5 based on reviews
Spamdex - The Spam Archive Located in London, SW19 8AE. Phone: 08000 0514541.