Wolf Richter wolfstreet.com, www.amazon.com/author/wolfrichter This time, it’s different, say the strategists. So we’ll take a look. In the bewildering wilderness of the most hyped Wall Street acronyms, we’re going to stick to FANGMAN – Facebook, Amazon, Netflix, Google’s parent Alphabet, …
https://twitter.com/OccupyWisdom/status/1003726375872815105 https://twitter.com/MacroTechnicals/status/1003597145637834753 https://twitter.com/OccupyWisdom/status/1003726119722475521 #FANGMAN stocks hit fresh highs as investors continue to lean into secular winners 8yrs into current econ expansion. Amazon has crossed $800bn mkt cap for 1st time. Tech returns have been justified by fundamental growth, valuations much …
via Austrolib Summary The rate of increase of bank loans has slowed to a trickle since February 2016. When bank loans shrink, a recession often follows due to prolonged low monetary growth. With the 10Y-2Y yield spread falling back down to …
via @chengevelyn “I think a 30 percent correction in the [U.S.] markets is not unforeseen,” Mark Mobius, co-founder of Mobius Capital Partners, said on CNBC’s “Power Lunch.” “I think this is quite possible. I’m not predicting it tomorrow or next week, but …
by Lance Roberts With the markets closed for Memorial Day yesterday, our analysis remains. In case you missed it, we updated our potential pathways following last week’s stagnation as follows: “As shown by the reddish triangle, the ongoing consolidation process continues. …
From Frank Holmes at Frank Talk: The Dodd-Frank rollback is just the latest move by the Trump administration that should benefit smaller businesses.Quarter-to-date, the small-cap Russell 2000 Index is up more than 6%, compared to the S&P 500 Index, which is up …
From Dan Ferris, Editor, Extreme Value: If you believe higher earnings will make stock prices go up, you’re not completely wrong… But the highest earnings growth doesn’t make stocks go up the most. In fact, history shows the S&P 500 Index …
by Tom McClellan For a few years now, I have been employing lumber prices as a leading indicator for what the homebuilding sector of the stock market would do, and it has worked pretty well. But lately the correlation is broken, …
by Dave Kranzler of Investment Research Dynamics Someone or some entity – likely a hedge fund – bought 4500 September $35-strike puts on XHB on Thursday last week when XHB was trading just above $39. That’s a $225,000 speculative bet that the XHB …
by gorillaz0e What have you learned, that you wish you knew, when you started investing in stocks? The below is my subjective personal experience and opinion. I do not think my experience is necessarily right or valuable for everyone. For …
BY PATRICK WATSON This month, my wife and I drove from Austin to Memphis. Going across Arkansas, the number of trucks seemed quite high. We finally started counting and found commercial trucks outnumbered passenger vehicles by about 2-1. I don’t know …
When you take advice from another person, be mindful of the intentions. Also be aware of how many other people are making the same bets. Do you factor in what others are buying into your own investments? Herd mentality is …
Do you see the NARROWING BAND I am referring to? Slowly we see less and less options which are actually producing a return. That’s smells like trouble. What’s your opinion? The global economic collapse is underway. There’s no reason to …
In theory, WMT and MCD get as much boost in a recession from people switching from higher cost competitors, as they lose from their regular customers having less to spend. In any given recession, the market may or may not …
If it’s not completely clear to everyone at this point: Central banks print billions and billions of dollars. They buy shares or corporate debt. Stocks rise. Institutional investors follow suit. Retail investors tag along. As time goes on, there are …
By Harry Dent We’ve been waiting years for our fixed income trade of a decade… Our target’s at the top of the long-term Treasury Bond Channel near 3% on current 10-year yields. And recently, we advised our Boom & Bustsubscribers to …
by Adam Hamilton of Zeal LLC The mega-cap stocks that dominate the US markets are just wrapping up a truly-extraordinary earnings season. Naturally this first quarter under Republicans’ new corporate tax cuts fueled surging profits. But sales were up big too, which is no mean …
by Tom McClellan Back in January, I introduced readers to the revelation that all throughout 2017, the DJIA had been following in the footsteps of Bitcoin prices, with a lag time of about 8 weeks (56 calendar days). And it continues …
by Daniel Carter Two weeks ago, I wrote an article explaining why I thought the stock market would have one more major rally before the end of this economic cycle. In that article, I explain that jobless claims are still shrinking, …
Everyone hop on! We’re all heading in the same direction. Might as well share a ride! Sound familiar? Well this happens in every bull market. Tech stocks did the same thing a decade ago. They were the last good performing …
by Dave Kranzler of Investment Research Dynamics I strongly believe that labeling the condition of the stock market based on arbitrary “percentage changes” up or down is absurd. But then again most attributes of the current stock market are sublimely ridiculous, if not …
by FS Listen to this podcast on our site by clicking here or subscribe on iTunes here. Financial Sense Newshour just spoke with Craig “Bullseye” Johnson from Piper Jaffray to get his outlook on the market. Johnson believes the corrective phase that started …
From Birch Gold Group You can expect rising inflation and rates to be a topic of conversation for the remainder of this year, and through 2019 according to experts. A recent CNBC Fed Survey shows about half of the experts responding believed there …
by Dana Lyons While U.S. indices once again plumb their post-correction lows, it is important to remember that there is a whole world of potential investments out there. In other words, you don’t have to just trade the S&P 500. Some …
by David Haggith We are now well into the year when I said stocks would plunge in January and would prove to be a gaping “crack” in the economy by summer, and look at how seriously the market has fallen apart …
What is your opinion on share buybacks? I personally don’t think share buybacks themselves are bad. A company is free to do whatever they want with their money. The issue is that people don’t realize what this means. It’s not …
via the Felder Report It seems everyone is talking about the yield curve right now. It also seems most economists and investors are quick to dismiss what would typically signal a clear economic warning as nothing worth worrying about. But …
Rainer Michael Preiss, executive director at Taurus Wealth Advisors, predicts that Wall Street could potentially see a 30 to 40 via Saheli Roy Choudhury Interest-rate volatility could be a real stinger for U.S. stocks, and investors may be ill-prepared to handle …
The top 10% of American households now own 84% of all stocks The stock market continues to be one of President Donald Trump’s favorite indicators of the country’s health as stocks continue to hit all-time highs. But a shrinking share …
