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Recent Equity Market Weakness A Symptom Of A More Normal Market
This past week was certainly a difficult one for the market and by default, a difficult one for investors. Most of the weakness occurred on the last two days of the week, which resulted in the week’s return for the S&P 500 Index ending at a negative 5.98%. Even with the recent market weakness, on […]
SPX Declines To Support
VIX surged past the weekly Cycle Top at 22.74, closing the week with a buy signal. The next Cycle Top may exceed the prior high in the next 1-2 weeks. (ZeroHedge) Just two weeks ago, everything was awesome: jobs data was perfectly ‘Goldilocks’, stocks surged, banks loved it, and VIX flash-crashed lower – normalizing the term […]
What Lies Ahead For Brazil ETFs?
Brazil registered its lowest annual inflation rate in February since 2000, as the benchmark IPCA consumer price index increased 2.84% in the 12 months through February. As a result, the central bank’s nine-member monetary policy committee, Copom, cut the benchmark Selic rate by 25 basis points to 6.50%. Copom has cut the key interest rate […]
The Under-Performance Of Facebook
The shellacking of Facebook (FB) for over a week of scandal-ridden headlines has created that rare beast in the jungle of tech stocks: a “value” play. Facebook has a trailing P/E of 29.6 and a forward P/E of 17.9. Quarterly earnings growth is running at 19.6% year-over-year. According to briefing.com year-over-year revenue growth has run […]
Investors Need Not Worry About China And US Bonds
In my role as a long-term investor (trading is a different story) I don’t care about Chinese purchases of US Treasuries. You shouldn’t either. The issue is the focal point of the trade war story. There are multiple reasons, but the most important is rarely mentioned. Stories ask, “Who Will Buy Our Bonds?” as if […]
CoT: Peek Into Future Through Futures; Week In Review
Following futures positions of non-commercials are as of March 20, 2018. 10-year note: Currently net short 313.3k, up 41.9k. Chairing his maiden meeting as Fed chief, Jerome Powell probably could not have asked for more insofar as markets’ reaction was concerned. They did not know whether to make heads or tails of what transpired Wednesday. […]
USDCHF: Declines On Price Failure
USDCHF: With the pair backing off higher prices to close lower the past week, more weakness is likely. On the downside, support lies at the 0.9450 level. A turn below here will open the door for more weakness towards the 0.9400 level and then the 0.9350 level. On the upside, resistance resides at the 0.9500 […]
Upcoming Earnings Reports To Watch: LULU, RH, BB
Rising concerns about an international trade war and fears that Facebook’s user data scandal could hurt tech stocks created market-wide volatility this week, with the S&P 500 surrendering all of its year-to-date gains in the process. Now, investors will hope that a fresh wave of strong earnings results will help stocks get back on track. […]
The Future Of The Labor Market
The problem with the labor market for the millennial generation is young adults need to get a college degree for jobs that previously didn’t require them. Four years of education and about $35,000 in debt later, young people are ready to enter the labor force. The chart below shows the tough situation young people are […]
EC We Are Dealing With A Market In Transition
Thus far in 2018, we’ve dealt with far more uncertainty injected into the market than we have seen in some time, and this week was a doozy from a new tone out of the Federal Reserve to rising talk of trade wars, never mind the shuffling of personnel around the White House. The week started […]
