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Visualizing The S&P 500’s Domestic And Foreign Revenues

Visualizing The S&P 500’s Domestic And Foreign Revenues

As tariffs remain top of mind ahead of the upcoming U.S. election, some American industries may be more vulnerable to price fluctuations stemming from these trade policies.Sectors reliant on foreign revenue are particularly vulnerable to the potential impact of stricter tariffs—a policy that Republican presidential candidate Donald Trump has consistently proposed.This chart visualizes the share of S&P 500’s […]
Four Stocks To Watch This Week – Monday, Oct. 07

Four Stocks To Watch This Week – Monday, Oct. 07

WiseTraders Weekly Watchlist: October 07, 2024 – October 11, 2024 The expected “quick rest” happened and with earnings season commencing this week, there’s reason for optimism.  Despite some bumps along the way, overall the market has been extraordinarily robust, and looks like continuing that way albeit with further bumps.  Here are four stocks to keep on your radar this […]
Will Household Wealth Be A Tailwind To Consumption In 2024Q3?

Will Household Wealth Be A Tailwind To Consumption In 2024Q3?

Here’s a picture of household net worth, in both nominal and real terms, with my nowcasts for Q3. Figure 1: Household net worth (blue), nowcast for 2024Q3 (blue square), in billions $; real household net worth (tan), nowcast for 2024Q3 (brown triangle), in millions 2022$, on log scale. NBER defined peak-to-trough recession dates shaded gray. Real net […]
Biotech Stocks Poised For Another Big Move In Q4

Biotech Stocks Poised For Another Big Move In Q4

Biotech Stocks Poised For Q4 Rally with SMID CapsPlaybook Summary: Investors should assess their risk appetite given the geopolitical turmoil and current market metrics. A core life science portfolio position would be large cap biopharmas paying dividends and with good growth prospects: ABBV, GILD, LLY, PFE etc. offer value plus growth;OR buy a diversified life […]
Inflation Trade Goes 3/3

Inflation Trade Goes 3/3

Image Source: Unsplash Over the past few weeks, I’ve been adamant that the Fed is playing a dangerous game on the inflation front.Starting another round of money printing before long-term inflation targets have been achieved isn’t just reckless, but borderline negligent.So, I’m not surprised to see that an inflationary sector led the market again last week. […]
The German Auto Industry Suffers Another Smackdown Blow

The German Auto Industry Suffers Another Smackdown Blow

EU Votes for Tariffs on Chinese EVsThis story may seem counteractive but Germany does not want the EU to place tariffs on Chinese EVs.This is because Germany is still dependent on its internal combustion engines for exports and China will undoubtedly retaliate.TheDriven reports EU Votes for China EV Tariffs Despite Protests from Germany and Others. Euronews […]
Mastercard Inc. Stock Elliott Wave Technical Analysis

Mastercard Inc. Stock Elliott Wave Technical Analysis

Image Source: Unsplash MA Elliott Wave Analysis Trading Lounge Daily Chart,Mastercard Inc.,(MA) Daily ChartMA Elliott Wave Technical AnalysisFUNCTION: TrendMODE: ImpulsiveSTRUCTURE: MotivePOSITION: Minor wave 3DIRECTION: Upside within wave 3.DETAILS: Looking for upside within wave 3 in what could be an extension in wave 3. Mastercard Inc., (MA) 1H ChartMA Elliott Wave Technical AnalysisFUNCTION: TrendMODE: ImpulsiveSTRUCTURE: MotivePOSITION: Minute wave […]
Breakout In Silver

Breakout In Silver

Image Source: Pixabay General rule, breakouts will happen when the least amount of people are expecting it.Video Length: 00:08:21More By This Author:Palisades Gold Interview: 13-Year Base In Gold Means Big Moves Ahead The Dollar Is In A Secular Bear MarketGold: Is It Time To Be Bold?
SMCI Stock Gains As Firm Reports Strong Sales Data For Liquid-Cooled GPU Racks

SMCI Stock Gains As Firm Reports Strong Sales Data For Liquid-Cooled GPU Racks

Image courtesy of 123rf.comSupermicro (Nasdaq: SMCI) is making waves in the AI and data center cooling market. The company announced it is now shipping over 100,000 GPUs per quarter and has delivered more than 2,000 liquid-cooled racks since June 2024. The company’s stock saw decent gains on the news in the trading session today. SMCI Reports Strong Sales […]
MAGS No Longer Driving Market… 2024 S&P 8,000 Possible

MAGS No Longer Driving Market… 2024 S&P 8,000 Possible

“Davidson” submits:Magnificent 7 are no longer driving SP500 higher as industrials regain prominence. It is in the daily details of market behavior. The context was set for some time that the 30yr minus 2yr Treasury rate, the preferred Momentum Trader Yield Curve indicator through daily rendition in the media, of a coming recession. The only […]