When Reflection Overrules Market Luster
Sometimes, what catches the eye is the reflection rather than the thing itself. For quite some time, the thing itself has had enough shine to superficially attract onlookers. However, with the 5th day in a row of declines in the Russell 2000, many investors begin to look beyond the shine to the reflections. The Economic Modern […]
Watch And Wait
Podcast: Play in new window | Play in new window (Duration: 12:12 — 7.0MB) DOW – 69 = 20,855 SPX – 5 = 2362 NAS + 3 = 5837 RUT – 8 = 1366 10Y + .04 = 2.55% OIL – 2.95 = 50.19 GOLD – 7.70 = 1208.90 The S&P and Dow are down for 3 straight sessions. […]
Are Rising Interest Rates Good For Anyone?
The stock indexes end the day slightly lower once again. As rates move higher all eyes will be on the jobs report on Friday to see if the report will affirm the expected rate hike next week or give the Fed an excuse to delay. For the SPX we look back at the expected move […]
Companies Are Hiring And The Fed Is Hiking Right Before The Recession
It is starting to look like employers have bought into the animal spirits and market psychology euphoria and are hiring at precisely the worst possible time as the hard data is signaling an upcoming downturn in the overall economy. It appears we are in the stagflation phase, right before the outright recessionary phase in the […]
5 Small Caps For Momentum Investors – Wednesday, March 8
I wanted to find 5 Small Cap stocks that might be of interest to Momentum Investors so I used Barchart to sort the S&P 600 Small Cap Index stocks first for the most frequent number of new highs in the last month, then again for technical buy signals of 80% or more. Today’s Watch List includes: Masimo […]
Most Active Stock Options For End Of Day March 8, 2017
Most Active Stock Options For End Of Day March 8, 2017 Data Courtesy of Trade Alert
Ideas For Fixing Obamacare: Opening A Conversation
I’m not a healthcare policy expert. Not by a long shot. The challenges facing healthcare in this country are enormous. While I may not have answers, there is no downside to generating discussion on alternatives. Feel free to comment on anything you feel is wrong with my suggestion. The problem legislators are facing in their […]
The Future Of Retail Is Not What You Think
Everyone shops, but where and how we shop has changed in ways that none of us ever imagined. What has changed with our shopping habits and our retail landscape, once dotted with familiar names and good stocks to own, is the investment horizon… The pros and cons of retail investing today. It’s not as easy […]
‘Cash On The Sidelines’ Crashes Near Record Lows
With hedge fund liquidity (and their ability to absorb any market shock) at record lows, it seems retail investors are also all-in on stocks. As Ned Davis Research points out, total cash holdings for funds at lowest in 19 years. In a Ned Davis calculation that treats the global investment portfolio as an amalgamation of stocks, bonds and […]
1.2% Q1 GDP Growth But Strong Private Sector Jobs Growth?
In this article, I will continue the discussion about the indicators which are telling separate stories. Many hard data economic reports have been weak; the corporate debt level would seem to indicate the cycle should have ended already. Even with slow GDP growth last year and a debt cycle which appears to be near its […]
