Posted inDennis Leontyev Daily Update
Our Performance
The market was kind to us during July. Our company account, which invests and trades natural resource stocks and ETFs, was up 9.10%, which brought the year-to-date return to 62.15%.…
Posted inDaily Update Dennis Leontyev
Week Ahead: What’s Driving the Markets
This week is packed with earnings from mega-cap tech companies—Apple, Amazon, Meta, and Microsoft—all of which have outsized influence over indices like the S&P 500 and Nasdaq. Their guidance and AI-related…
Posted inDaily Update Dennis Leontyev
Why Value Stocks Are a Better Investment Than Growth Stocks Right Now
Market Context and Performance Overview The financial markets have witnessed a dramatic shift in investor sentiment over the past five years. After a decade of dominance by growth stocks—often tech-driven…
Posted inDaily Update Dennis Leontyev
Stock Market Bubble
Many analysts today argue that the U.S. stock market is showing classic signs of being in a bubble. We agree! Here’s a detailed snapshot: Neurosis of valuations: Leading indicators such…
Posted inUranium Steve Yang
Interview with Dev Randhawa: The Success Story of F3 Uranium
https://youtu.be/Gi0pZCyoR5Q For more information about F3 Uranium: https://f3uranium.com/ In this engaging interview at the Rule Symposium 25 in Boca Raton, Dev Randhawa, President, CEO, and Founder of F3 Uranium, discusses…
Posted inDennis Leontyev Daily Update
The Bullish Case for the Global X Lithium & Battery Tech ETF (LIT)
The Global X Lithium & Battery Tech ETF (LIT) presents a compelling opportunity for investors looking to capitalize on the accelerating shift toward electrification and decarbonization. The rise of electric…
Posted inDennis Leontyev Daily Update
Stock Market Valuations
1. Current Valuation: Near Historic Extremes The Shiller CAPE ratio—a cyclically adjusted P/E metric averaging inflation‑adjusted earnings over ten years—is currently hovering between 37–38, compared to its long-term average of…
Posted inDennis Leontyev Daily Update
Gold Is About to Break Out
A couple of weeks ago, we wrote an article about Gold being in a very bullish classic bullish triangle pattern. We said it would take a few days or weeks…
Posted inDaily Update Dennis Leontyev
Relative Performance of Basic Materials
The basic materials sector has been underperforming the market for several years. Here is the chart of the ratio of XLB (Basic Materials Sector ETF) vs. SPY. We believe that…
Posted inDaily Update Dennis Leontyev
The Bullish Case for REMX: Rare Earth Metals ETF
Rare earth metals have become the lifeblood of modern technological advancement, underpinning everything from electric vehicles and wind turbines to smartphones and advanced defense systems. The VanEck Rare Earth/Strategic Metals…
