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This is RIGHT ON and to those who think macro does not matter – well you are wrong h/t @hks55 pic.twitter.com/e2tbAKNapO — mcm-ct.com (@mcm_ct) April 16, 2019 The three-month trend … Read more
by visualcapitalist It’s hard to say for certain what the future holds. Without the luxury of a crystal ball, investors must find opportunities by analyzing the market. There’s just one problem: … Read more
by Troy The economy’s fundamentals determine the stock market’s medium-long term outlook. Technicals determine the stock market’s short-medium term outlook. Here’s why: The stock market’s long term risk:reward is no longer bullish. … Read more
by northmantrader The big macro wheels are turning and everybody better pay very close attention. The Reckoning is coming. Best hope for a substantive China trade deal and a last minute … Read more
via @TaviCosta: Long gold in CNY; short global equities. Remarkable how well this trade performed in all Chinese and global economic downturns of the last 40 years. In-depth analysis follows below: … Read more
Have we seen the bottom in macro data? Global macro data may bounce in the next month, but the long term trend of low growth and disinflation prevails. … And … Read more
via @ericbeebo: Companies with fatter margins may be maintaining them for not-so-good reasons: declining competition Watch trends in NIPA earnings and margins — they lead the S&P, and the S&P in … Read more
via themacrotourist: I have become fascinated by MMT (Modern Monetary Theory). Sure, you can crap all over it, but I am not so sure there isn’t much to learn by opening … Read more
JPMorgan: “Unique Macro Environment” Calls for Unique Asset Solution, so Buy Gold “They like gold on the idea that the Fed will erode real yields to spur the economy, undermining … Read more
by Troy Throughout this extremely persistent rally, the stock market keeps ramping higher in the final hour of each trading day. While some bearish traders see this as a sign of government “manipulation”, … Read more
by Troy The S&P’s nonstop rally continues. Since the S&P broke out above its 200 day moving average, a lot of standard trend followers are coming off the sidelines. The stock … Read more
by northmantrader Markets are red hot, but it keeps getting downright frosty in macro land. Bulls will say none of this matters because an easy Fed trumps fundamentals. And that may … Read more
via marketwatch: An escalating trade war, a hard landing in China, and Brexit could prompt a global recession U.S. investors are once again paying attention to the dark clouds gathering over … Read more
Since Powell backtracked and the PBOC stepped up liquidity injections, global money supply has roundtripped to March 18 levels. Forget earnings or macro. This is why markets have rallied. pic.twitter.com/ANxj0EcdD1 … Read more
by Troy Not much has changed with the S&P 500 hovering around its 50% retracement. We will have a flood of macro data over the next few weeks to digest … Read more
via northmantrader: Lots of “bottom is in” calls these days after the 10%+ rally off of the December lows. I remain on the open minded train train awaiting for more evidence … Read more