Semiconductors Bring Down Stocks Despite Solid Economic Reports
Semiconductors - Stocks Fall Slightly Despite Good Economic News Semiconductors ended up bringing down stocks even in light of great economic reports. The stock market fell 0.16% on Friday which isn’t a big deal in itself. But surprised investors because retail sales and industrial production both beat estimates. Regardless of what stocks say, I’m more…
Scooter Revolution Hits A Snag As Businesses Lose Money
Scooter Economics The scooter revolution is isn’t as sexy as autonomous cars, but scooters will be more important to transportation in the near term. That’s because most trips are short and autonomous car technology won’t be implemented for at least a few years. Specifically, 35% of all personal trips are less than 2 kilometers and…
Here Comes The Fed
Markets on hold for the crucial FOMC meeting next week. As bonds explode higher, market prices remain elevated, and volatility low it seems like investors are forcing the Fed's hand to lower rates. Watch this important weekend video newsletter now so you know what to expect next week, how to position yourself, and the opportunities…
Q2 S&P 500 EPS Expected To Fall 0.3%
Q2 S&P 500 EPS - Amazing June Continues Interesting numbers are coming out for the Q2 S&P 500 EPS. June has been a great moth as May was a blip on the radar for this year thus far. Investors expected the market to wait for either a dovish Fed or great economic reports before rallying or possibly falling.…
CFOs Fear A 2020 Recession
CFOs Fear - Are Rate Cuts A Problem? CFOs Fear a 2020 Recession. The Fed is probably going to cut rates by September which means investors will be quick to fear the worst, which is that this cycle is over. That’s not necessarily the case as the Fed cut rates in 1995, elongating the 1990s…
What Defensive Sectors on the Rise Means For the Market?
As we watch money flow into defensive sectors - especially Utilities and Consumer Staples (XLU and XLY) - what does it say about the broader market and stocks in general? In tonight's video, Corey walks you through the nine major market sectors and then highlights what the strength in defensive sectors means for us right…
Oil Stockpiles Increase Sending WTI Down 4%
Oil Stockpiles - Another Small Decline In Stocks Oil stockpiles and the stock market fell slightly on Wednesday. Probably because the rally to start the month made the market overheated. The market is waiting for economic news on Friday and the Fed’s decision on Wednesday to decide where to go. Specifically, S&P 500 was down…
Disappointing Inflation Helps The Fed
Disappointing Inflation - Big MBA Applications Report Before getting into Disappointing Inflation, let's review the MBA Applications. MBA applications report showed huge growth numbers that were shocking at first glance. In the week of June 7th, the composite index was up 26.8% weekly compared to 1.5% growth in the previous week. Growth was high mostly…
Here’s Why Markets are Set to Make a Move
Markets seemingly flat today as sector rotation led investors out of tech, financials, and energy to defensive sectors like utilities. With 2 more trading days left this week the market is exactly where it started the week. With plenty of potential movement up or down left in the expected move here's where the opportunities are…
10 Year Bond Yield - Everyone Was Wrong
10 Year Bond Yield - Stocks Reverse On Tuesday Before getting into the 10 Year Bond Yield, let's review the stock market. Finally, after a huge spike in June, the market appears to have hit a wall early in the trading session on Tuesday. S&P 500 closed 0.8% below its morning high. Its morning peak was about 37…