Top Trading Links: Is The Tech Sector Signaling Caution?

The markets are taking a breather here.  It should come as no surprise, as key markets (equities, bond yields) have surged higher.

By all accounts, the action we’re seeing thus far is constructive. Yet as active investors we need to keep our guard up and watch our indicators and key price technicals to stay in the game.

Here are a couple things to keep an eye on:

The Technology sector (NYSEARCA:XLK) has been a notable laggard. And Semiconductors may be showing a few cracks (see chart below).

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The surge in bond yields.  While this makes for interesting chatter about a stronger economy and potential for inflation, it also means higher mortgage and lending rates and lower bond prices for portfolios. Could get interesting at some point. The Federal Reserve is on tap this month…

We have a host of great trading links to news, insights, and research for this week.  Read up, rest up, and we’ll see you all next week.

 

MARKET INSIGHTS

December is historically the strongest month for equitiesLPL Research

Interest Rates could peak hereKimble Charting Solutions

Are Semiconductors warning of future tech weakness?Andrew Thrasher

semiconductors-stock-chart-weakness-technology-december

 

Treasury Bonds are at record drawdown levelsThe Market Meter

Is the industrial metals surge a sign of a strong economy? Dana Lyons

Animal spirits can’t be modeled The Reformed Broker

What a Trump presidency means for Muni Bonds Columbia Threadneedle

 

NEWS & Research

Trump sat down with the New York Times

China wants to create a social credit score WSJ

The probability distribution of the futureFarnham Street

The cure for indecisionBrain Pickings

High frequency account monitoring is a short sighted behaviorBetterment

Stop defending what isn’t workingLeadership Freak

How to remove mediocrity from your lifeBenjamin Hardy

Is physical law an alien intelligence?Nautil

Global migration’s impact and opportunityMcKinsey

 

Be sure to check back every weekend for more links to quality trading blogs and investing research.  Thanks for reading “Top Trading Links”!

 

Twitter: @ATMcharts

Any opinions expressed herein are solely those of the author and do not in any way represent the views or opinions of any other person or entity.