2015 Market Outlook: The Telecom and Technology Sectors
Tracking sector performance is one of the most important functions in my research and it is deeply imbedded into my broader macro work.
Drilling down...
Chart of the Day: S&P 500 Defensive Sectors Trouncing Cyclical Peers
Check out the S&P 500 (SPX - Quote) on almost any timeframe and you'll notice one all-pervasive theme about recent market activity: defensive sectors...
Did Tuesday Provide A Bullish Signal For Stocks?
Major indexes find themselves at a critical juncture. On one hand, longer-term patterns are clearly bullish, the October recovery was such a statistical outlier...
The Bond Market Blues: In 3 Charts
The warning signs coming from the bond market are getting louder and louder as investors received a fresh red flag signal last week.
Let me...
Is The Euro Setting Up For A Long Awaited Rally?
As you are probably well aware – trading isn’t hard, it’s just not easy!
Over the past weeks we’ve posted twice looking for a counter...
India ETF (INDA) Breaking Free From Emerging Market Mess
The weakness in Emerging Markets (EEM - Quote) has been well documented on several timeframes – since early September 2014, back to the beginning...
Russell 2000: Deep Dive Analysis From Technical Perspective
In my humble opinion, and as a member of the crumb traders of the world, it has come to my conjecture, that there are...
Why The Stocks To Bonds Ratio Is Important Into 2015
Every now and then it’s helpful to check in on the stocks to bonds ratio and see how it’s acting. This has been particularly...
Interest Rates: Flattening Yield Curve Signals Short-Term Shift
The bond market this year has been characterized by the strength of quality holdings in the mortgage, treasury, municipal, and investment-grade corporate sectors. The...
Energy Sector: Is It Time To Catch The Falling Knife?
The Energy Sector (XLE) has been an awful performer over the last several months. While consumers cheer at the decline of prices at the...
