The Economy Is In The Expansion Phase Of The Cycle
Predicting economic cycles is difficult. This cycle has been especially tough because of central bank interventionism, the fact that the recession was worse than any other one since the Great Depression, and that the recovery has been weak. All those three points mean the recovery will be longer than usual. QE and low interest rates…
Statistics Meets Technicals for a SPY Fade
Short covering rally in stocks on low volume today. In this video market update let's combine statistical trading and technicals to find a trade set up for the week. Watch this video for the trade opportunity...
The Next Recession Not Coming In At Least 5 Years?
Many investors want to predict the next recession. There’s no imminent sign of a recession, but there is the risk of one in a few years since the economy has been recovering for over 8 years. One of the best signals of a recession is the yield curve. When the Fed raises rates enough, it…
Golden Age For Stock Pickers
ETFs Still Small But Growing Fast The biggest trend when it comes to fund flows is the movement from mutual funds to ETFs which are passive investments. The trend is important because it effects markets. It’s also rare historically in the sense that the strategies that most non-professional investors use to save for retirement and…
GOOGL and AMZN ready to Break Tech Down
Neither bulls or bears could take control of the market today and the overall market ended the day near where it began. In this video market update let's look at the leaders breaking down and what to expect from them going forward. Watch this video to find out a trade opportunity in GOOGL...
E-Commerce Takes More Retail Share: Now At 8.9%
Slight Correction, Nothing Serious The stock market fell slightly Friday with the S&P 500 down 0.18%. The market had a bad week as the S&P 500 is about 2% off its high. CNBC has a weird headline saying the market rallied on Steve Bannon’s resignation from his role in the White House even though it…
These Stocks Have Already Corrected, Which Are Next?
Volatility is on the rise. This is a crucial weekend video update. Watch this video to find out which key stocks have already corrected, which ones are next, and for the opportunities this presents us...
Is the E-Commerce Bubble In A Mania Stage?
The Bank of American Merrill Lynch surveys should be taken seriously. I’m not saying, I agree with them always, but they usually have interesting perspectives. It’s weird how this survey usually has contrarian bets because most surveys reflect what the market is expecting. It’s possible that fund managers might acknowledge that something they are long…
The Fed Could Become More Hawkish To Pop Stock Market Bubble
Let’s review a couple of the minor points worth nothing...made in the latest FOMC statement The first is about the interplay between fiscal and monetary policy. Things have changed since the beginning of the year where the Fed wanted to raise rates to make up for the fiscal stimulus which was supposed to come in…
What to Expect in the Volatile Days to Come
Volatility Thursday is the theme as volatility hit last Thursday and now today. In tonight's video we look at the market correlation that we have not seen in a while, key levels to watch, and an update on our trade ideas. Watch this crucial video for the opportunities in the volatile days to come... Plus…