via mises.org: Financial markets seem to have a great deal of confidence in the effectiveness of central bank monetary policy — in the sense that by keeping interest rates low, or bring interest rates down, the economies will keep expanding and …
by Chris Vermeulen of The Technical Traders Our research team, at Technical Traders Ltd. alerted us to a Fibonacci technical pattern that is setting up in the US stock market right now. This pattern suggests that volatility will increase dramatically over the next …
by Dave Kranzler of Investment Research Dynamics “They may try to run this poor thing straight up and over a cliff. Recall the 2000 top was in March but they briefly ran it back in Sep 00. Ditto in Oct 07. When warning signs …
via energyandgold: Bob Moriarty, founder of 321gold, is not one to be shy about what he thinks. In this month’s conversation Bob lays out why he thinks global equity indices are on the verge of rolling over after reaching a bullish sentiment …
by jessefelder Just over a year ago, I wrote “The Fantastic Four That Make FANG Look Tame,” highlighting four stocks in the Dow Jones Industrial Average that had dramatically outperformed some of the most popular growth names in the market …
by Troy The S&P 500 is now up 8 days in a row, for the first time since October 2017. As you may recall, the stock market rallied nonstop in 2017. Go here to understand our fundamentals-driven long term outlook. Let’s …
Stock market keeps rising without actual fundamentals supporting. But hey, who cares about fundamentals when we have the Fed who loves us, right? In mainstream finance, we’re always looking at the same handful of indicators. It’s actually quite an embarrassment. …
Stock buybacks are the #1 reason why the stock market has risen. Now, what would happen if they stopped buying? Who would be there to pick up the pieces? Seems like that plan is already underway. We have watched stocks …
by Graham Summers of Gains, Pains, & Capital Central Banks have created the single most dangerous environment possible… That is the environment in which the economy is weakening, but investors are pouring into risk assets based on hopes that Central Banks will engage …
via @hks55: Ray Dalio says the economy looks like 1937 and a downturn is coming in about two years
By David Stockman In recent years, thanks to central bank intervention in virtually every asset class, writing about capital markets in the context of some valuation or fundamental analysis framework has become a laughable, surreal, and self-defeating exercise, and …
by SpontaneousDisorder Source: https://twitter.com/TommyThornton Add to the mix very low short interest on the major ETF’s in the US and very high short exposure on $VIX. Keep buying or bye bye? My view is it is essential to take down risk …
via MarketWatch: There are ideas that are so ubiquitous that it would be considered blasphemous to oppose them. A common one is that you cannot fight the Fed. If you can’t believe your own eyes based on the action in …
via MarketWatch: U.S. corporate earnings in Europe hit a record $284 billion in 2018 As investors have kept a laser focus on U.S.-China trade negotiations and hope that a resolution can give the global economy a much-needed shot in the …
by Troy The stock market’s rally is slowing down while volume is falling. This is normal. It’s impossible for the stock market to keep rallying at the pace it did in January and February – otherwise it would rally 60%+ …
By Harry Dent A lot’s driving this bubble we’ve been in since 2009, but good fundamental trends and things like demographics and technology are not among them. The biggest inflator has been the $13 trillion worth of quantitative easing (QE) …
by Troy The stock market went nowhere today and volume was extremely low. Traditional technical analysis sees low volume rallies as an ominous sign (“volume must confirm price”, “air is getting thin at the top”, etc) Go here to understand our …
by Troy It seems like it was only yesterday when the U.S. stock market was crashing -20%. Today, the S&P is almost within 2% of its all-time high. This has been an extremely sharp reversal. Go here to understand our fundamentals-driven long …
Jam packed episode today! This was one of those “what the hell was he thinking?” episodes. Those are classic. I hope you enjoyed it. This type of information simply doesn’t ever get connected together. We need these dots connected and …
by Charles Hugh-Smith Eventually reality will intrude in this pleasant madness. OK, let me see if I have this right: the stock market is soaring because the economy is softening, so the Federal Reserve panicked and went from raising rates to …
by Graham Summers of Gains, Pains, & Capital Stocks are roaring higher today because China posted better than expected manufacturing data. The investment herd is interpreting this as meaning that the global slowdown that everyone was terrified about three weeks ago is already …
by independenttrader When in 2017, we have begun to mention the upcoming US-China trade war, the largest media have not yet been interested in this topic. The situation has changed a year later, when the tariffs imposed by Washington has dominated …
Authored by Lance Roberts via RealInvestmentAdvice.com, Last week, Barron’s ran an article entitled “The Stock Market Is Just As Confused About A Potential Recession As You Are?” To wit: “Investors have long used where we are in the economic cycle to decide …
To Buy Or Not To Buy Stocks With Crash And Recession Coming? Many expect a crash, but so they did in 2010. My message is simple, buy value and let the businesses do the rest. Nobody can time a recession …
by Graham Summers of Gains, Pains, & Capital The market will soon revisit the December lows. If you think I’m insane for suggesting this, consider that Copper, a commodity so closely associated with GDP growth that it is nicknamed “Dr Copper” never really …
by jessefelder This post is based on excerpts from recent reports published at TFR Premium. A couple of weeks ago, I wrote about how extreme valuations can be explained by extreme sentiment or euphoria. This week, I’d like to discuss the …
by Chris Vermeulen of The Technical Traders Our research team believes the upside pricing potential of the US market could be under-estimated by global traders and investors. We’ve been pouring over the charts and data trying to substantiate our hypothesis with our proprietary …
by Graham Summers of Gains, Pains, & Capital Stocks are now at THE line. The Friday meltdown brought the S&P 500 to critical support (red line). It was only through abject manipulation that the PPT was able to keep stocks there. The bearish …
via smh.com.au: The manufacturing industry data from the US and Eurozone late last week confirms the view that the global economy is slowing at a disconcerting rate and appears to show the reversal of the US Federal Reserve Board’s monetary policies this …
By John Mauldin The price/earnings ratio (P/E) has a multiplier effect on stock returns. Over 10–20 years, it can dramatically increase or decrease your total return. In the secular bear market of the 1960s and ‘70s, shrinking P/E ate away almost all …