At Market Shadows, our goal is to teach sound investing skills and show how to profit from current trends. We also provide insights from financial blog writers who have granted us permission to share their work.

Trump Error, Day 7 – Waiting on the Fed

Courtesy of Phil of Phil’s Stock World Well, now what? The World was shocked at the US’s sweeping Muslim ban with another round of anti-Trump protests at home and abroad and the Global Markets are tumbling and the Volatility Index (VIX) is rising as even Green-Card Holders were banned from returning to the US on […]

Smart Shoppers Like Sales: Ross and Costco

By Paul Price of Arrow Loop Research In recent years retail’s sweet spot has been “off-price” merchandise. That means high-quality, yet deeply discounted goods. People want nice things but are insisting on bargain prices. Ross Stores (ROST) and Costco (COST) are businesses that have prospered along with that trend. Both companies appear on track to […]

Our Investing Philosophy In Action

Paul Price (previous writer for the Market Shadows newsletter) and Market Shadows are now partnering with Lowenthal Capital Partners at Seeking Alpha. The new partnership is called Arrow Loop Research. If you miss reading Paul Price’s articles on stocks and the market, take a free trial to new newsletter at Seeking Alpha, click here. Our Investing Philosophy In Action Summary […]

Monday Mayhem – Riots in Walker’s Republican Dreamland

Courtesy of Phil of Phil’s Stock World Forget the details of why this started. What you should be concerned about is how easily a protest march in Wisconsin turned into a riot – to the point where Gov Scott Walker called out the National Guard in Milwaukee.  Six businesses were set on fire during Saturday […]

The Cartoon History Of Elizabeth Holmes & Her Pet Unicorn

If you don’t want to wait for the movie (starting Jennifer Lawrence), here’s the unfinished story.   Courtesy of ZeroHedge. View original post here. From Bay Area School Drop-out to Billion Dollar Baby to Biggest Loser… the rise and fall of Elizabeth Holmes and her hobby-horse Theranos is as much media-hyped fantasy as it is smoke […]

Into the Future: Interview with Rick Neaton

Introduction Rick Neaton has been investing and writing about technology for over twenty years. In 2008, Rick founded Rivershore Investment Research (RIR), a subscription-based technology newsletter, to share his work with others interested in technology and investing. RIR covers key technology trends, publicly traded technology companies, and numerous investing themes. In RIR, Rick focuses on important […]

Selling puts on bad days

Bad days in the market (like today) offer the perfect environment for selling put options. That’s when you get the best prices for committing in advance to buying stocks at good entry points. Here are several companies that Paul Price has been selling puts on that look interesting to me: WSM, PII, GILD and RBC. Examples – all these stocks sold off […]

“I Used To Be A Big Deal… And Then A Billion Dollars Walked Out The Door” – Hugh Hendry’s Sad Story

Hugh Hendry’s presentation to Skagen is worth watching. Hendry is co-founder and hedge fund manager of Eclectica Asset Management. Zero Hedge provides some excerpts and their comments below the video. Courtesy of Zero Hedge. View original post here. Full presentation to Skagen: In a somewhat more manic-than-usual introduction to his 2016 macro outlook, Eclectica’s Hugh Hendry – the first […]

Terrorism Doesn’t Matter to the Markets?

Courtesy of Phil of Phil’s Stock World I think it’s amazing. They caught the Brussels bomber (the one that didn’t blow himself up) and there was an extra bomb, so he could have killed more people – yet the markets in Europe are UP this morning.  Sure it’s nice they caught the guy, and they […]

Janet Fakes It and Buys Just One Day

Janet Fakes It and Buys Just One Day By Phil Davis of Phil’s Stock World [picture] One day more. Like those about to die miserably in Les Miserables, our fearless Fed leader sang the same old song with a few new lines (well, that’s The Who, actually) and, as Lincoln predicted – you can fool some […]

Price Matters

Paul Price (at has been buying MCK and PRGO recently. He sends us a few charts illustrating his strategy, which is simply this: Buy solid companies when they are trading at valuations lower than their own historical averages, when the price is depressed due to market conditions, rather than serious company specific problems. These stocks also present excellent […]

Tell me when the dollar rally ends, I’ll tell you when EM starts working again

Tell me when the dollar rally ends, I’ll tell you when EM starts working again Courtesy of Joshua Brown A really simple chart that illustrates an incredibly powerful trend. Emerging markets have been atrocious investments for almost 7 full years now. To me, it’s almost entirely a dollar phenomenon. The theory is that strength in […]

Complete and Utter Scam: Oil Prices

Phil’s article below was from yesterday morning, before today’s big spike in oil prices (2-12-16). He follows up on Oil Fears Spook Investors (Again), from Monday. Why is oil currently up almost 12%? “US crude surges as much as 12% on output-cut hopes.”  (Screenshot: Yahoo’s chart) Markets Collapse as Sweden goes Negative & Oil Spills Over From Thursday’s article […]

Oil Fears Spook Investors (Again)

Oil Fears Spook Investors (Again) From Phil Davis’s Monday article at Phil’s Stock World “We should all fear Oilmageddon!”  That’s the word from CitiBank, which is SUPPOSED to be the voice of reason in these markets. When Banksters tell us to get out of something – it’s usually time to get in. Nattering Naybob had a very […]

Pros and Cons of Obama’s $10 Barrel Oil Tax

Assuming you own some stocks, it’s probably a good idea to distract yourself and avoid headlines this weekend. For instance, 22 Signs That The Global Economic Turmoil We Have Seen So Far In 2016 Is Just The Beginning, The rout could continue next week. Here’s why, and Citi: World economy trapped in ‘death spiral’. Although this one’s interesting. […]

This happens all the time

Here’s a very good article by Joshua Brown, who sends you to another article by Michael Batnick, the Irrelevant Investor. Today, Michael writes It Was The Best of Days, It Was The Worst of Days, which I also recommend reading. This happens all the time Courtesy of Joshua Brown, The Reformed Broker What’s taking people’s breath away about this […]

Turnaround Tuesday (in the Stock Market)?

Turnaround Tuesday? Checking Those Bounce Lines Courtesy of Phil of Phil’s Stock World Well, it’s been a rotten month. All of our sectors are down, other than Utilities, and they are still down 3.4% over the last 6 months so that’s only a strong bounce (40% of the drop) in that sector anyway.  Still, it’s […]

A Market of Bears

A Market of Bears By Ilene We’re already in a bear market, but don’t panic. Stock markets go up, down and sideways. The declines can be minor (corrections) or severe (bears!!). The most significant declines are called “bears” because they feel a little like being mauled by a bear. A bear market is arbitrarily defined […]

PSW’s Secret Santa’s Inflation Hedges for 2016

PSW’s Secret Santa’s Inflation Hedges for 2016 By Phil Davis Happy Holidays! I hope you get everything you want this holiday season and, most importantly, hope you have time to spend with your family. I love waiting for my kids to wake up on Christmas morning to come out of their rooms so I can videotape (gosh I’m old, there’s no […]

Sticker Shock: Fed to Hike Rates First Time in NINE Years!

Sticker Shock: Fed to Hike Rates First Time in NINE Years! Courtesy of Phil’s Stock World A rate hike – what’s that? It has been so long since the Federal Reserve has raise interest rates in the US that Banks and Brokerage houses are having seminars for their workers to help them understand the repercussions […]

We’re All Hedge Funds Now, Part 3: Even The Swiss Are Taking Insane Risks

We’re All Hedge Funds Now, Part 3: Even The Swiss Are Taking Insane Risks Courtesy of John Rubino Let’s start with the latest on the global descent into negative interest rates: Fed would consider negative rates if economy soured – Yellen (Reuters) – The Federal Reserve would consider pushing interest rates below zero if the […]

Untangling America From The American Empire

Courtesy of Charles Hugh-Smith, Of Two Minds The Status Quo would have us believe that America and its Empire are one entity. It is false: America could be untangled from its Empire. And many of us believe it is essential that America untangles itself from its Imperial structures and ideologies. What I call The Imperial Project was […]

Former Australia Prime Minister Chastises EU on Securing Borders, Economic Migration; Mish for President Review

Courtesy of Mish. In a speech I almost completely agree with, former Australia prime minister Tony Abbott chastised the EU in an address at the Second Annual Margaret Thatcher Lecture in London on October 27, 2015. Tony Abbott told the EU to shut its borders because "a country that cannot control its borders starts to […]

The Demobilization Of The American People & The Spectacle Of Election 2016

Courtesy of Tom Engelhardt of TomDispatch You may not know it, but you’re living in a futuristic science fiction novel. And that’s a fact. If you were to read about our American world in such a novel, you would be amazed by its strangeness.  Since you exist right smack in the middle of it, it seems like normal […]