Top Trading Links: When Investing And Economics Collide

@ukarlewitz shared some great data on large NFP beats like we saw on Friday. I wonder if this is a result of sentiment being poor leading into the numbers, or large beats are clearly telegraphed through other data points.

stock market performance days after us jobs reports


@MktOutperform
notes an interesting increase in hourly earnings growth.

charlie bilello tweet cpi chart

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A thorough breakdown of the jobs report and trends
via @NickatFP

 

Market Operator Insights

The one thing investors tend to forget over and over again is that markets are cyclical.” –  via @awealthofcs

@allstarcharts makes an important point re: targets. Strong trends tend to move beyond our technical target levels. Also, we have to wait for bases and setups to form.

jc parets tweet about stock price targets
I wrote about using simplicity in our market operations.

aaron jackson quote on trading simplicity

 

Managing risk in financial markets takes flexibility, adaptability, and, above all, humility and respect. – @AdamHGrimes

Whitney Tilson’s lessons from a dozen years of short selling via @ValueWalk

Great data point here from @WildcatTrader

chad gassaway price to earnings and returns relationship

 

Other Insights

Wearable Tech isn’t that stylish – yet. It’s still sort of clunky. This company wants to redefine wearable tech and make it part of women’s daily fashion.  (Forbes)

The auto industry won’t create the future.  (Medium)

“We respond to what we believe are objects’ deeper properties”   (Boston Review)

 

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Twitter:  @ATMcharts

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