September saw the S&P 500 fall 1.77 percent… But that doesn’t come close to telling the whole story. Several assets traded to extremes and market breadth weakened throughout the month. To recap, here are a few things that dominated the headlines, and our contributors research posts on See It Market:
- The US Dollar – The Dollar surged 4 precent in September, causing disruptions across asset classes. A stronger buck put the heat on the Commodities sector, as precious metals and grains were hit hardest. The S&P 500 held up pretty well while the Emerging Markets were hit pretty hard. This could be a sign that capital was flowing to the US.
- Precious Metals -As mentioned, Gold and Silver were slammed, with the latter falling 13 percent for the month. Yikes!
- Risk Off? – Higher beta areas such as the Emerging Markets and Small Caps were crushed. This was likely the precursor to the slide into this week, but will it continue to matter? The Emerging Markets (EEM) was down 7.77 percent in September, while the Russell 2000 ETF (IWM) was down 5.9 percent. Something to keep an eye on in October.
Shifting back to See It Market, I’d like to take a moment to recognize three new contributors that joined our team last month: James “Bart” Bartelloni, Gavin McMaster, and Aaron Jackson. All three are experienced professionals with a lot of passion for investing/trading. Our community is very fortunate to have them on board.
With their assistance, our team was able to produce several high quality research notes and posts in September. I hope you will take a few minutes to review some of our best posts from the month in our latest installment of The Best of See It Market. This is your chance to check up on our work – please feel free to provide feedback/comments any time. We appreciate your readership.
    THE BEST OF SEE IT MARKET – September 2014
US Equities:
- United States Equity Markets: Bend Or Break Moment  by SHELDON MCINTYRE
- Why Next Week Is The Worst Week Of The Year For Stocks  by RYAN DETRICK
- Death Crosses And The Limits Of Market Rationality  by ANDREW KASSEN
- Russell 2000: Bulls & Bears Favorite Way Of Looking At Small Caps  by CHRIS KIMBLE
- 5 Warning Signs For Stocks  by ROBERT LESNICKI
- Is A Market Top Forming? 6 Things To Watch For  by ROSS HEART
- Why October May Be A Roller Coaster Ride For Stock Market  by RYAN DETRICK
- Recognizing When You Are In Trading Tilt  by GAVIN MCMASTER
- S&P 500 Magnet At 2000 Setting The Stage For Volatility Breakout  by ANDREW KASSEN
Global Equities:
- Emerging Markets Underperformance: Charts In Focus  by ANDREW NYQUIST
- Canadian Equities Flashing Caution  by JEFF VOUDRIE
- 3 ETFs For Trading Japanese Equities Amid Yen Weakness  by CHRIS BURBA
Currencies  &  Commodities:
- Is The US Dollar Setting Up For Another Move Higher? Â by DAVID BUSICK
- Is Silver Targeting 14? The Script Is Playing Out  by JAMES BARTELLONI
- Oil Heading Lower: The USO ‘Short’ Trading Setup  by DAVE FLOYD
- Why The US Dollar Rally May Stall Out In October  by ANDREW NYQUIST
- Gas Prices: Seasonality, Sentiment Indicate Higher Prices Ahead  by ANDREW THRASHER
- Commodities In Focus: COT Report and Seasonality Trends  by ALEX BERNAL
Look for another installment of “The Best of See It Market” next month.
Twitter:Â Â @seeitmarket
