Archives by Month:
- October 2024
- September 2024
- August 2024
- July 2024
- June 2024
- May 2024
- April 2024
- March 2024
- January 2024
- December 2023
- November 2023
- October 2023
- August 2023
- July 2023
- June 2023
- May 2023
- February 2023
- January 2023
- December 2022
- November 2022
- October 2022
- September 2022
- August 2022
- July 2022
- June 2022
- May 2022
- April 2022
- March 2022
- February 2022
- January 2022
- December 2021
- November 2021
- October 2021
- September 2021
- August 2021
- July 2021
- June 2021
- May 2021
- April 2021
- March 2021
- February 2021
- January 2021
- December 2020
- November 2020
- October 2020
- September 2020
- August 2020
- July 2020
- June 2020
- May 2020
- April 2020
- March 2020
- February 2020
- January 2020
- December 2019
- December 2018
- November 2018
- October 2018
- September 2018
- August 2018
- July 2018
- June 2018
- May 2018
- April 2018
- March 2018
- February 2018
- January 2018
- December 2017
- November 2017
- October 2017
- September 2017
- August 2017
- July 2017
- June 2017
- May 2017
- April 2017
- March 2017
- February 2017
- January 2017
- December 2016
- November 2016
- October 2016
- September 2016
- July 2016
- June 2016
- April 2016
- March 2016
- February 2016
- January 2016
- December 2015
- November 2015
- October 2015
- September 2015
- August 2015
- July 2015
- June 2015
- May 2015
- April 2015
- March 2015
- February 2015
- January 2015
- December 2014
- November 2014
- October 2014
- September 2014
- August 2014
- July 2014
- June 2014
- May 2014
- April 2014
- March 2014
- February 2014
- January 2014
- December 2013
- November 2013
- October 2013
- September 2013
- August 2013
- July 2013
- June 2013
- May 2013
- April 2013
- March 2013
- February 2013
- January 2013
- November 2012
- October 2012
- August 2012
- July 2012
- June 2012
- May 2012
- April 2012
- March 2012
- February 2012
- January 2012
- December 2011
- November 2011
- October 2011
- September 2011
- August 2011
- July 2011
- June 2011
- May 2011
- April 2011
- March 2011
- February 2011
- January 2011
- December 2010
- November 2010
- October 2010
- September 2010
- August 2010
- July 2010
- June 2010
- May 2010
- April 2010
- March 2010
- February 2010
- January 2010
- December 2009
- November 2009
- October 2009
- September 2009
- August 2009
- June 2009
- April 2009
- February 2009
- December 2008
- November 2008
- October 2008
- August 2008
- June 2008
- May 2008
Archives by Year:
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 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
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
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
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
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
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
“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 […]
The Canadian Cannabis Report – Monday Oct. 7
For the trading week ended October 7, 2024 my proprietary Canadian Cannabis Company Index MCCCI decreased by 2.0% compared to the prior week when it increased by 1.1%. The index consists of 14 stocks, many of which are among the most widely held holdings of the 3 ETFs (MJ, CNBS, and THCX) that I consider […]
Key ETF News – September Review
Image Source: Pixabay The European ETF industry had a lot of net flows into innovative products and new market entrants over the course of September 2024 as American Century announced its market entry with two actively managed ETFs. This market entry means another U.S. asset manager made its way over the pond to offer its asset […]
