On Break

11/16/2008

BMB On Break

It’s time again for a little BMB R&R, especially with the market behaving as bizarrely as it’s been. Maybe if we stop watching it start to behave a little better…

Posting will be very light and variable over the course of this week, but we’ll put up an open thread each market day for our readers to comment on the day’s market activity or to post any interesting links they might run across.

Check the space below for whatever the latest might be during this ‘off’ time, and please visit the various sites in the ‘Links’ and ‘Regular Stops’ for up-to-date market news and analysis.

BMB will be back in full swing by next weekend.

Posted: 1:00 pm

6/16/2005

Market Wrap

Another decent day on Wall Street saw the major indices make modest gains on decent trading volume. The Dow Industrials finished 12 points higher (+0.1%) at 10579, the S&P 500 gained 4 points (+0.4%) to 1211 and the Nasdaq had the best day, adding 14 points (+0.7%) to 2089. The Russell 2000 did better than any of the big 3, gaining 7 points (+1.1%) to 644. The Dow Transports bounced back with a 1.1% gain, the Dow Utilities fell 0.2%, and bonds rallied to push the 10-year Treasury yield down to 4.07%.

Market internals were all positive, with advances/declines 11 to 5 on the NYSE and 19 to 11 on the Nasdaq, up/down volume 11/4 on the NYSE and 7/3 on the Nasdaq, and new highs/lows 240/34 on the NYSE and 136/31 on the Nasdaq. With great internals like that, why weren’t the indices up even more than they were?? Seems like it should have been more of a blowout day than it was…

Virtually no losing groups on the day. The winners were led by gold & silver stocks, which jumped another 3.3%. They were followed by biotechs (+2.4%), steel stocks (+2.2%), computer hardware (+1.8%), commodities (+1.7%), broker/dealers (+1.5%), oil (+1.3%), oil services (+1.3%), housing stocks (+1.3%), natural gas (+1.3%), transportation (+1.2%) and chemicals (+1.2%).

Crude oil had another big day, climbing more than a dollar to $56.58/barrel. Grab your wallet. The dollar index gained 0.1% to 88.67, and the price of gold jumped to $435/ounce.

Posted: 3:39 pm

Molten Metals

After being beaten down all spring, many of the metals and mining stocks are making strong comebacks, or in the case of the steels, look like they’ve put in bottoms and may be just beginning the move higher.

For examples, take a look at:

  • Gold & Silver: gold bullion looks like it has bottomed for the near term. Check out the chart of GLD, a gold bullion ETF. As for the stocks, the PHLX Gold & Silver Index (XAU chart) shows the strength in that sector. Just a few of the names that look good: MDG, NG, PDG.
  • Coal: Yes, coal. These stocks were hot not that long ago, and they’re moving again. Check out: ACI, BTU.
  • Metals & Mining: various other metals stocks, all with either strong charts right now, or looking poised to make a move: BHP, CCJ, CLF, CMC, N, OS, PD, TIE, X, along with quite a few others.

(Disclosure: BMB currently holds shares of BHP and GLD, and call options on MDG. Some of the other stocks mentioned may be held by the Vanguard Precious Metals and Mining fund (VGPMX), of which BMB also owns shares.)

Posted: 10:54 am