Buy Ahead Of Earnings Reports? Please Don’t
A new earnings season is starting this week and so is everyone's favorite guessing game: analysts, pundits, journalists, and bloggers all trying to predict...
The Current State Of The Global Credit Markets
Last week I wrote on how I interpret corporate credit and credit derivatives as guideposts for equity markets. In this piece I am going...
Is MercadoLibre Stock (MELI) Setting Up For A Run Higher?
Shares of MercadoLibre (MELI) have based very well over the past year and a half. And this period of basing/consolidation could setup MercadoLibre stock...
German DAX Chart Says Pullback, Then Final Thrust Higher
As the German DAX approached 10,000 last year, the PATTERNS at play were very important. The all-all time low in the German DAX was...
Top Trading Links: Earnings, Geopolitics, And A Heavy Dose Of Research
Three major themes this week in the market are earnings season, Charlie Munger and the inflation trade and related debates. We'll cover these and...
Why The Biotech Sector ETF (IBB) Is “Distributing” Pain
A few days ago I tweeted that the iShares Nasdaq Biotechnology ETF (IBB) looked to have entered a period of clear “distribution”, meaning that...
S&P 500 Update: Is The Market Running To Stand Still?
Over the past several months, the S&P 500 has managed to climb higher while momentum is slowing and volatility is re-emerging. As we've noted several times,...
The New Era Of Trading Stocks Off The Credit Markets
Good afternoon all. Today, rather than diving into the nitty gritty of the markets, I’d like to post an outline of why and how...
Why Core Tier 1 (CET1) Is Important To Banks and Investors
In my last two articles we looked at the Liquidity Coverage Ratio and Net Stable Funding Ratio. These are important liquidity standards and the...
Market Volatility: The First Quarter By The Numbers
With the first quarter nearly in the books, we have successfully logged 60 trading days so far this year and some might say that...
