I'd like to Be in America - and into its Shares. Not!

Hello Share Movers. Have you been watching ‘The Traitors’ on TV? Yes, I know. Nobody sensible watches reality game shows. But anyway, those succumbing will know that the contestants haven't a clue what the other players will do next. Yet they will mouth off all sorts of peripheral reasons why they do suspect their rivals. It’s same with the stock market.

Tom Winnifrith podcast: Russia and the USA in 2024

Bring on the quarterly corporate earnings season!

I am sure I have said this more than a few times before, but the thing about investment stuff (and life in general) is not what happens, it is how you respond to it. Once we get a few days the other side of Easter, global investors will be very focused on prospects for the quarterly corporate earnings season, and my diary is already in panic mode for the second half of April and all of May. Naturally, I would have it no other way.

When the Left wing media backs a double killer to bash Ron DeSantis, maybe its time to climb aboard the DeSantis express? Tom Winnifrith

AMC Entertainment – I have become an APE

As most people know, AMC Entertainment (NYSE - AMC), the US based cinema chain, would be bankrupt now (like its rival Cineworld) but for its status for the last couple of years as a meme stock which has allowed CEO Adam Aron to issue stock like confetti to the self-proclaimed Apes and keep the creditors at bay.

Pssst Don’t tell the BBC – but the Dems are about to lose the House! Tom Winnifrith

Tom Winnifrith podcast - did the Democrats really win the mid-terms as the BBC is telling us today

Tyranny in the USA – Joe Biden, the #WorstPresidentEver, drives the censorship of Ron Paul for sharing a video & the VP, insanely, compares Trump to Bin Laden - Tom Winnifrith

US Markets Remain Fragile under the Surface: 3 US shorts to bang out today

Last week I suggested that it might be time to look at shorting some names in the US as it seemed that the markets were at last showing some signs of fatigue. Since then the indices have risen, lead by a small group of mega caps not least Apple which made the 3 trillion mark for the first time. Under the surface however there has been a fair amount of turbulence, with meme stocks Gamestop and AMC being particularly hit and even the posterchild of insanity which is Tesla remaining under pressure. Not even Bitcoin has been spared. I stated that, as was the case in the dotcom reckoning in 2000, many companies will lose 90% of their value with a fair few going all the way, and I firmly believe that the reality check for this bubble is not far away.

Has the time for sanity in the US markets arrived?

Although the S&P 500 index is still around all time highs, there have been some savage declines of late in certain names and 275 stocks are lower now than they were six months ago. This suggests to me that the health of the US markets is much more fragile and precarious than the level of the three main indices implies.