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Everyone Gets This Wrong About Interest Rates And The Stock Market

Everyone Gets This Wrong About Interest Rates And The Stock Market

Image source: Pixabay Blackrock official says stocks are in a really good place, not too Fed hot, not too economy cold. Total Goldilocks. Equity investors, however, tend to fall into these cyclical traps. It will just be weak enough to back of Jay Powell, but not too weak as to cause major damage. And if the […]
Gold Prices Record Their Strongest October Surge In Nearly Half A Century

Gold Prices Record Their Strongest October Surge In Nearly Half A Century

Image Source: Pixabay The price of gold had its best October in nearly half a century, defying tough resistance from surging Treasury yields and a strong U.S. dollar. The yellow metal rallied an incredible 7.3% last month to close at $1,983 an ounce, its strongest October since 1978, when it jumped 11.7%.Gold, a non-interest-bearing asset, has […]
FAANG+ Flatline

FAANG+ Flatline

Earlier on X/Twitter, we highlighted the changing dynamics among the charts of the mega caps with Microsoft (MSFT) pressing towards a new all-time high, leaving the likes of Apple (AAPL) in the dust. Looking more broadly at the mega caps, below we show the relative strength of the mega caps proxied by the NYSE FAANG+ Index versus […]
Is All This Military Spending Really Good For The Economy?

Is All This Military Spending Really Good For The Economy?

Is war and military spending really good for the economy?A lot of people seem to think so. In fact, President Joe Biden is selling the latest proposal to send military aid to Israel and Ukraine as an economic stimulus plan. But this notion that spending money for war somehow boosts the economy is rooted in a […]
AMC’s Q3 Earnings Report: What To Expect

AMC’s Q3 Earnings Report: What To Expect

Image courtesy of 123rf.com Troubled cinema theater chain AMC (NYSE: AMC) is scheduled to report its Q3 earnings on Wednesday, with consensus analyst estimates projecting a year-over-year revenue increase of 27%. The company’s Q3 report could be its strongest since the pandemic’s start, but investors are yet to regain confidence in the stock following a myriad of challenges.  Wall […]
This Is What Inflation Does To Our Kids

This Is What Inflation Does To Our Kids

Image Source: Pixabay Mainstream economics portrays inflation — defined as a currency that loses a bit of purchasing power each year — as necessary to lubricate the gears of commerce.What they don’t seem to understand (or would like the rest of us to not understand) is that inflation is also a tool for redistributing wealth from […]
Risk On For Biotech – Time To Trade The Small Caps

Risk On For Biotech – Time To Trade The Small Caps

Image Source: Unsplash Buy a Small Cap Biotech Today Seasonality favors small caps through January 2024 many are beginning to look good on technicals. Strategy is based on Momentum but with compelling technology and M&A potential. Lower rates are positive for biotech and M&A. We saw many of our SMID Life Science stocks trade up big […]
Tracking The Evolving Yield Landscape With Indices

Tracking The Evolving Yield Landscape With Indices

Image Source: Pixabay How have shifts in U.S. interest rates influenced the fixed-income opportunity set in Asia? S&P DJI’s Randolf Tantzscher joins SSgA’s Kheng Siang Ng for a closer look at how indices are helping investors track the development of global fixed-income markets and assess potential shifts in the search for yield.Video Length: 00:08:37More By This […]
Most Active Equity Options For Midday – Monday, Nov. 6

Most Active Equity Options For Midday – Monday, Nov. 6

Top Tickers:  TSLA, AAPL, NVDA, AMZN, MSFT, AMD, PLTR, VALE, META, SOFI, UBER, BAC, DKNG, RIVN, CHPT, C, NIO, GOOGL, PYPL, F. Data Courtesy Of Trade AlertMore By This Author:Crappy Fills In Garbage Stocks Most Active Equity Options For Midday – Thursday, Oct. 12Most Active Equity Options For Midday – Monday, Oct. 9
Scenes From The October Jobs Report: Soft Landing Vs. Continued Slow Deceleration

Scenes From The October Jobs Report: Soft Landing Vs. Continued Slow Deceleration

Let’s take a look at the most important trends, as I see them, from Friday’s employment report. The Big Question is, are we having a proverbial “soft landing?” Or is that just an illusory phase on the path of deceleration to something worse? Let’s take a look. Jobs GrowthThe 2023 record on job creation is […]