Skip to main content

Deflation and "deflated balls: It's SuperBowl Time!

Last week words with "de" were popular. It started with Patriots winning their entry into SuperBowl with "defaulted" balls and ECB coming out with their strongest measures to deal with deflation which is setting in Europe. Interesting week indeed!
Next Sunday is SuperBowl and as always it's time to bet on who is going to win. While both teams are strong, my prediction is Seattle Seahawks would win. This could be good for Markets as SuperBowl Indicator (which is nearly 80%) accurate says that win from NFC would mean markets would end positive for the year. Or maybe it's reverse corollary. Already with so much stimulus, it's most likely that markets would end year with positive means NFC team (Seahawks) would win. Let's see what happens in 2015.
It's almost month into 2015 so it's time to recommend 15 picks for the year. Hopefully 2015 picks would do much better than 2014 picks. These picks are just an academic exercise. One needs to do his/her homework before deciding whether to invest or not

  1. OIL ($10.20)
  2. LNCO ($9.20)
  3. XLE ($75)
  4. CSIQ ($19.19)
  5. FGEN ($29.29)
  6. PTX ($8.64)
  7. SRPT ($12)
  8. FEYE ($33)
  9. BBRY ($9.99)
  10. BAC ($15.50)
  11. VALE ($7.70)
  12. MBT ($8)
  13. PEIX ($8)
  14. BLUE ($90)
  15. TWTR ($37)
I plan to track performance of these stocks (some of them are dividend paying such as LNCO) to see how their perform for 2015. Goof luck for your own research and invest carefully

/Shyam

Comments

Popular posts from this blog

2025 = Is it going to be 1997 or 2000?

Happy Holidays... After 5 months of hibernation with no real reason than writing block, I decided to use quiet morning of Christmas day to start writing again. Lot has happened in last 5 months - in particular release of Animal Spirits with Fed starting interest rate reduction cycle and historic victory of President Trump for 2nd term. As the year turns into 2025 and stock markets at all time high, one would wonder, what's next?  To answer this, one needs to look back at 1920s and 1990s to give us some context on where markets may be headed. 1920s saw invention of televisions, radio, wider adoption of cars, vacuums, penicillin and many other which we consider household items now. These inventions created roaring 20s with markets going up by 500% eventually leading to crash of 1929. However during mid-20s, markets keep going up due to excitement of these inventions and end of World War-1 and Spanish Flu Pandemic. 1990s also saw many inventions - the key being launch of Netscape in 1...

Elections and Rotations!

2024 will be known as an important year in terms of elections (97 nations covering half the population) across the major countries in the world. We are only halfway thru the year and already some key nations have gone thru elections and voters have indicated their preference for change (in a way). Let's take a look at few. India - Modi's BJP started with lots of enthusiasm with slogans of "Modi ki Guarantee" and "400 paar" (more than 400) seats (out of 543). Indian voters (which I considered one of the most smartest) gave reality check to Modi and BJP by reducing BJP count to 240 (from 303 in previous parliament) forcing it to form coalition government. I have lot more detailed hypothesis on these results (but not here). Almost everyone (including me) got their predictions wrong and lost some friendly bets. Indians want balance between "Strong, Prosperous, Proud" India with "Inclusive, Employment and Harmony". Modi and BJP are quick learn...

The "i" factors are back again!

Happy Earth Day! In following Stotra, we remember Mother Earth every morning before touching feet to the ground. समुद्रवसने   देवि   पर्वतस्तनमण्डले   । विष्णुपत्नि   नमस्तुभ्यं   पादस्पर्शं   क्षमस्वमे   ॥ Samudra-Vasane Devi Parvata-Stana-Mannddale | Vissnnu-Patni Namas-Tubhyam Paada-Sparsham Kssamasva-Me || Meaning : 1:  (Oh Mother Earth) O  Devi , You Who have the  Ocean  as Your  Garments , and  Mountains  as Your  Bosom , 2:  O  Consort  of  Lord Vishnu ,  Salutations  to  You ; Please  Forgive my Touch  of the  Feet  (on Earth, which is Your Holy Body). (source: Green Message site) So let's make sure that we honor Earth every day and preserve her for millions of years..After all we have only ONE! It has been six weeks since I wrote about markets. During that time, markets reached all time highs (almost touching 5300) and down by 5% from those levels. W...