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Stocks Rally, But Fundamentals Get Worse
Article By: Upfina
Thursday, January 17, 2019 4:32 AM EST
The stock market has had a great start to 2019 as the S&P 500 is up 4.13%. Netflix is considered a poster child for the momentum trade because it has a high valuation and a volatile stock.
Souring, Not Soaring
Article By: Jeffrey P. Snider
Monday, January 14, 2019 8:40 PM EST
USTs and eurodollar futures had been saying all along throughout the entire run of Reflation #3 that the chances the global economy was going to soar were nowhere near the chances it was going to sour.
Can Earnings Reports Push Bank Stocks Higher?
Article By: Sheraz Mian
Sunday, January 13, 2019 11:05 AM EST
Bank stocks have been enthusiastic participants in the post-Christmas bounce in the market, but they remained a weak part of the market overall last year. Strong results will give many of these stocks a short-term bump.
In this article: C, GS, JPM, MS, WFC
It’s Been A Good Year So Far
Article By: James Picerno
Friday, January 11, 2019 8:29 AM EST
Seven trading days don’t tell us much about price trends, but if we plead temporary insanity and restrict our view of performance to the 2019 calendar the numbers look encouraging.
In this article: BND, VNQI, IJR, IJS, JNK, SPY, TLT, VNQ, VWO
Beats & Misses, Seen & Unseen
Article By: Vitaliy Katsenelson
Thursday, January 10, 2019 5:45 PM EST
Wall Street glorifies companies that beat quarterly estimates by arguing that the long term comprises a lot of short-terms. But beating earnings estimates for a few consecutive quarters doesn’t necessarily lead to long-term greatness.
In this article: GE, AAPL
Epic Flip-Flop: From Surefire Inflation To ‘Muted’ In Three Weeks
Article By: Jeffrey P. Snider
Wednesday, January 9, 2019 4:23 PM EST
Something big is clearly missing, and the official minutes admitted this fact (in their own muted fashion).
Gold: China Is Back In The Game
Article By: Stewart Thomson
Tuesday, January 8, 2019 10:35 AM EST
It’s time for the queen of assets to rest and consolidate. Nothing goes up in a straight line, and that’s certainly true for gold!
In this article: GDX, GLD, SLV
What Will Impact S&P 500 Trend In Early 2019
Article By: Seth Golden
Monday, January 7, 2019 7:41 AM EST
The headwinds facing the S&P 500 in the early portion of 2018 beg for resolution. Given the headwinds are manmade crises, they can be easily resolved. Keep in mind, since 2016 we've moved from one manmade crisis to the next. Markets adjust!
In this article: SPX, SPY, QQQ, IWM, VIX, TVIX, VXX
The Market's Earnings Uncertainty
Article By: Sheraz Mian
Sunday, January 6, 2019 7:00 AM EST
Whether we look at the growth picture on a quarterly basis or on a rolling quarter basis, there is no doubt that growth peak is now behind us. The question now is how much estimates for the coming quarters have still to come down.
In this article: JPM, WFC, AAPL
The Roller Coaster December To Remember
Article By: Wade Slome
Friday, January 4, 2019 7:32 PM EST
Last month turned out to be a memorable one for stock market investors, but unforgettable for many of the wrong reasons. Santa Claus left more dark coal than shiny gifts, making it the worst December since 1931.
In this article: SPX, VIX
Bear Market Awareness Checklist
Article By: Richard Rosso
Thursday, January 3, 2019 2:20 PM EST
Bear markets characteristically align with economic contraction.
Moving Averages: December 2018 Month-End Update
Article By: Jill Mislinski
Tuesday, January 1, 2019 9:42 PM EST
Followers of a moving average strategy should make buy/sell decisions on the signals for each specific investment, not a broad index.
In this article: SPY, SPX Also: VFINX, DBC, IEF, VEU, VNQ, VTI
Yields Falling; Who Could Be Buying Without QEs?
Article By: Jeffrey P. Snider
Friday, December 28, 2018 6:45 PM EST
Global yields are dropping again because there is still the same thing wrong with the global money system. QE doesn’t help, it can’t help because central bankers speak the language of expectations and pop psychology, not money.
In this article: TLT, TNX
Some Thoughts On What Is Happening
Article By: Marc Chandler
Thursday, December 27, 2018 7:40 PM EST
The US economy appears to be tracking between 2.4%-2.7%, according to the GDP models of the NY and Atlanta Fed respectively, as of a week ago. The news since has been mixed, but one thing that stands out is that the consumer seems unflappable.
Stocks Are The Cheapest Since 2012
Article By: Simon Lack
Wednesday, December 26, 2018 5:44 AM EST
Christmas couldn’t come soon enough for investors – at least the market can’t fall when it’s closed.
In this article: SPX, TNX
No, Mr. President, There Isn’t A Santa Claus
Article By: Martin Hutchinson
Monday, December 24, 2018 10:00 AM EST
President Trump’s economic policies are mostly very sensible, yet in two areas he has indulged in wishful thinking, proclaiming essentially that Santa Claus will bail out the United States.
In this article: BA
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