Swen Lorenz

Following on from our bull call on the mining spectrum (see here – http://www.spreadbetmagazine.com/blog/titan-investment-partners-why-were-backing-the-mining-sector.html) we now lay out our argument for a net short position on the US equity market going into 2014. We began actually building a short position here at Titan during October of 2013 and traded this stance nimbly, taking quick profits…

I have to confess I really don’t have any interest in the macro economic babble explanation as to why gold / mining stocks may be cheap or why now may be the best time to go long of them. The problem with picking the bottom of any asset class be it mining stocks, real estate…

CLICK THE IMAGE ABOVE TO VIEW FOR MY LATEST PAIRS TRADING BOOK CLICK THE IMAGE ABOVE

Happy NY to all SBM readers! On a rather less upbeat note, I have been asked by the “Dear Founder” of Spreadbet Magazine to offer up my three best shorts for 2014. This is perhaps somewhat ironic given the way that I expect the FTSE 100 to break into record territory early in the New…

As the last couple of sessions of 2013 get underway this week, investors look back on a very positive year for risk assets, one that was particularly good for stocks. Most of the heavyweight benchmarks have posted at least 10 per cent returns, with some Eurozone and US indices printing in excess of 25 per…

We present below the great and good (or Wolves?) of Wall St and their 2014 predictions for the S&P500. Warning sign 1000,001 – when the “anal”yst consensus is one way the opposite invariably happens and here at SBM we can’t quite see 2500 on the S&P500. Our money is on an end year close of…

And so, as 2013 nears its end, it seems only appropriate for me to take al look at the “bulletin board hero Oilers” such as Gulf Keystone, Xcite Energy and. The million dollar question is will these stocks be dragged higher along with the rest of the stock market’s strong festive rally or, as 2014…

“Historically with gold miners, if you can buy the low-cost leader below book value, its proven to be an outstanding investment.” NOTE – The above chart was produced in May. Since then the sector has fallen nearly 30% implying a price to book value of less than 0.7! The chart doesn’t show it, but gold stocks…

It looks like Marc Faber & SBM have been drinking the same Xmas tipple. His views as to what to expect in the markets on 2014 are eerily similar to ours… 1. The market will likely decline from the current peaks Faber says: “My sense is that at the present time, the US market is…