(6/22/23) Markets have sold down three days running, and futures are pointing down this morning following Jerome Powell's comments that more rate hikes are in store...just not now. Markets have been …
(6/21/23) HOUR ONE: Two days of Fed speak commence today: Will markets even notice? Liquidity is still rising, easing economic conditions the Fed is trying to tighten. Update on the Titanic Sub Searc…
(6/21/23) Markets have had two days of declines after an extended period of daily gains. The buying stampede has gotten very long in the tooth, providing opportunity for a bit of a pullback (and two …
(6/20/23) HOUR ONE: It's the start of a holiday-shortened trading week, and the end of the Quarter is near. Sentiment reports from Consumers and Home Builders, plus leading economic indicators, which…
(6/20/23) Markets have rallied strongly over the last two months, becoming very extended on a variety of fronts. Markets are now in over-bought territory. The sell-off that began on Friday looks to c…
(6/19/23) [HOUR-2] When will real estate turn? It may take longer; will work from home become the new nor,? Valuations vs Sales: Explaning Chipotle. Excess liquidity is distorting valuations. What ha…
(6/19/23) [HOUR-1] Consumer Confidence improves based on recent sales numbers; this would appear to be thwarting the Fed's plans to reign-in spending. End of the Quarter Rebalancing underway w AI eff…
(6/16/23) Fathers Day weekend & Dad jokes abound; everything AI; Jerome Powell says there's still work to be done on taming inflation. Why is Gen-Z reverting more to cash? Cash is King! A discussion …
(6/15/23) How long can the markets' buying stampede continue? The markets' reaction to Fed rate pause announcement: Meh. The next logical point for correction is to 4,000. Markets didn't blink on les…
(6/15/23) The FOMC Meeting ended with a tentative pause in its rate hike strategies, hinting that there could be more rate hikes in the future. Markets initially responded negatively, but actually cl…
(6/14/23) Inside the CPI Report: What will the Fed do & say? The only reason to cut rates would be because the economy's gone sour; Higher Rates are here to stay; higher for longer could trip up mark…
(6/14/23) Today will see the much-anticipated announcement by the Fed as to whether or not they will hike rates or pause, and what will that mean for the markets. With market breadth very narrow in t…
(6/13/23) It's CPI Day, and important factors will be the lag effect of Fed rate hikes and Home Owners' Equivalent Rent figures. Markets are hoping for a weaker print because it will mean a further p…
(6/13/23) The CPI for May shows inflation slowing from 4.9% to 4.0% year over year, which investors hope will allow the Fed to pause in its interest rate hike campaign against inflation. With a conti…
(6/12/23) Texas Summer & FOMC Preview, plus Quadruple Witching on Friday; Retail buyers return to the market: Will it continue? We're back into a "new" bull markets, up 20%; the NASDAQ is up 20% abov…
(6/12/23) The NASDAQ has been the star of the year for investors with Technology stocks leading the way. Is the NASDAQ now due for some type of correction? Technical indicators suggest such just may …
(6/9/23) Carvana's crash: Who wants to buy a car from a vending machine? Personal Financial Strategies and habits; from everything-Bitcoin to everything-AI. The fastest Shrinking Jobs in America: Mc…
(6/8/23) Markets' bet on Small Caps: No Recession? Next FOMC Meeting: Higher rates to come? Sector rotation may have short shelf life; Why are Friday's the best trading days of the week in 2023? The …
(6/8/23) As money flows into big cap stocks begin to rotate into underperforming areas of the market, where might opportunities lie for savvy investors? We look at Albemarle, Amazon, Apple, CVS, Micr…
(6/7/23) The Cardboard Box Recession = real time indicator of less spending on items requiring boxes and cartons (The Corrugated Index). Noting Small Cap and Mid Cap behaviors that cannot last. On Re…
00:46:18 |
Wed 07 Jun 2023
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