Monday morning musing
On Friday afternoon, we noted the current level of the market is a Natural place to rest. In my view, there has been two separate themes since the 03/23 low. …
Read MoreOn Friday afternoon, we noted the current level of the market is a Natural place to rest. In my view, there has been two separate themes since the 03/23 low. …
Read MoreThree consecutive weeks of gains in the S&P 500 Index (SPX) have moved some of our tactical indicators into overbought territory.
Read MoreThe 2.5 million jobs added in May (the largest one-month gain on record) sent stocks soaring.
Read MoreWith 30 minutes of trading left in the week, the market is holding on to strong gains across the board. Every sector is trading higher.
Read MoreOn May 26th, we adopted an offensive position due to (1) the continued improvement in our key credit metrics, (2) rotation into the areas that benefit from an economic reopening,…
Read MoreEconomists were way off on their estimates for the May the jobs data.
Read MoreOn our site, we think it is essential to at times dig into what goes into a macro data point that everyone watches, and this month’s Payroll Employment Data certainly…
Read MoreStocks took a bit of a pause today. For the S&P 500 Index (SPX), it was only the second down day in the last nine sessions.
Read MoreWe are seeing continued rotation that is likely to continue. As you know, I believe that most of the folks that have been bullish are in the sectors that were…
Read MoreAfter hitting a seven year high in the first week of May, bearish sentiment has fallen to the lowest level in 15 weeks— but bears still outnumber bulls.
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