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Archives by Year:
Is The S&P 500 Still Uninvestable?
Image Source: Pixabay Alhambra CEO Joe Calhoun explains why Alhambra still isn’t invested in the S&P 500.Video Length: 00:17:54More By This Author:Weekly Market Pulse: Is The S&P 500 Still Uninvestable? Weekly Market Pulse: Some Things To Be Thankful For Weekly Market Pulse: Has Inflation Really Peaked?
The Foreign Born Labor Force
and wages in food processing:Figure 1: Foreign born labor force (nsa) as share of civilian labor force over 16 (sa) (blue, left scale), and real wage in nondurables manufacturing – food, in 2022$ (tan, right log scale). Uses chained CPI seasonally adjusted using X13. NBER defined peak-to-trough recession dates shaded gray. Red dashed lines at Trump […]
The Bull Market Has Broadened Out
For most of the year, all we heard about was that 7 or 8 stocks were the only ones going up while 493 languished. That’s not exactly true, but you get the picture. Additionally, I consistently pushed back that if you know the market was being dominated by a handful of stocks, no one was […]
BTC Is Up 19% Over 30 Days, How Far Can It Go In 2024?
Image courtesy of 123rf.com Bitcoin (BTC) continued its impressive 2023 rally on Monday, surging above the $41,000 mark for the first time in 18 months. The flagship cryptocurrency’s price has increased almost 19% in the past 30 days, propelled by growing convictions that the US regulators will soon approve a spot Bitcoin exchange-traded fund (ETF) and expectations of possible […]
Construction Spending Is Holding Up The Economy
Construction spending for October was reported last Friday, and every sector but nonresidential ex-manufacturing showed increases: Total spending was up 0.6%, residential a sharp 1.2%, and manufacturing 0.9%. Only nonresidential ex-manufacturing declined, by less than -0.1%.The big increase in manufacturing construction due to the Inflation Reduction Act, which has encouraged re-shoring, has helped keep total […]
Trade Recap: COF Trade Based On Options Flow
Trade EntryOn Monday 11/27, the smart money bought over $800k of COF (Capital One) 107 strike call options expiring on 12/15, with the stock trading just above 106.Here’s a screenshot of the flow from the Blackbox scanner that I use: The daily chart showed COF breaking out of consolidation, and the general market was looking very bullish, […]
Brent “Does Not Believe” OPEC+
Brent oil prices fell to 78.30 USD per barrel on Monday.Despite OPEC+ decisions at the November meeting, oil prices are falling. The issue is that the actual parameters of OPEC+ quotas turned out to be lower than investors expected. This does not cancel out the Cartel’s powerful support on prices. However, the market cannot cope […]
Chart Of The Day: Lennox Is Heating Up
The Chart of the Day belongs to the HVAC company Lennox International (LII) . I found the stock by using Barchart’s powerful screening functions to find stocks with the highest technical buy signals, highest Weighted Alpha, superior current momentum and having a Trend Seeker buy signal then used the Flipchart feature to review the charts for consistent […]
Hard To Come Up With Scenario In Which Russell 2000 Decisively Breaks Out Of Nearly 2-Year Range
The Russell 2000 had a phenomenal Friday as rate-cut expectations were brought forward to March. Futures traders now expect five cuts next year – unlikely unless the US economy craters, in which case small-caps will take the brunt of the contraction anyway.In October, the Actual Earnings Changes sub-index, which reflects small-business profit trend, under the […]
USD Index Price Analysis: Further Gains Likely Above 103.57
DXY resumes the upside and approaches 103.80. Extra upside looks likely once the 200-day SMA is cleared. DXY regains the smile and advances to multi-day highs past 103.70 on Monday.If the key 200-day SMA (103.57) is surpassed, the index is expected to face more sustained gains to, initially, the weekly top of 104.21 (November 22) ahead […]
