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...

And the Oscar goes to...

It's Oscar Sunday and time for predictions for few categories - before I digress into talking about drama in DC or markets.  First of all, I want to recognize the damage LA fires have done to the beloved areas of Los Angeles and impacted families across all spectrums. My heart goes out to them and wish them recovery and rebuilding of their lives... This year's Oscar nominees and post nomination period had been interesting to say the least. Due to this, the field is wide open in almost all categories and that's what makes prediction game so interesting. Just to set expectations, I would consider a win if I get even 50% predictions correct given the dynamics of nominees this year. So here are my predictions - "And the Oscar goes to..." Best Picture - Anora (surprise could be "The Brutalist") Best Director - Sean Baker for "Anora" (Surprise could be Brady Corbet for "The Brutalist") Best Actor - Adrien Brody for "The Brutalist"...

The Politics and Gamesmanship of TikTok!

TikTok is less than 3 hours from going dark on USA's east coast if TikTok owner Bytedance (and Chinese Government) follows thru its "bluff" to honor the law " Protecting Americans from Foreign Adversary Controlled Applications Act" which goes into effect on Jan 19, 2025. And suddenly there is lots of politics and gamesmanship around TikTok.. Let's look at the players and their positions US Congress: The " TikTok Ban" law was passed by congress with bipartisan support and coincidently it goes into effect one day before new administration takes charge. Everyone knew the exact date and time of oath taking ceremony of new President...but maybe the congress did not think that there would be change of President and did not bother to put effective date post new government taking charge...that created a window of 36 hours of "law being in effect" unless... President Biden: Biden himself did not think that he won't be President for 2nd term. S...