Another quiet day that focused on China rumors
Today was another very uneventful session where much of the talk was about China. The S&P 500 (SPX) ended the day down -0.32% with sector performance fairly bunched. Financials,…
Read MoreQuiet Monday Trading
Communication Services and Tech lead the way as the S&P 500 (SPX) ended the day up 1.10% after holding on to early gains. The President's announcement about China wanting…
Read MoreLow volume rebound
Stocks are regaining some of Friday’s 2.5% loss. The S&P 500 (SPX) is holding on to early gains and is currently up 0.87%, on hopes of China and U.S.…
Read MoreQ2 earnings season winding down
We are getting near the end of earnings season now that 96% of S&P 500 (SPX) components have reported Q2/19 earnings. This week we expect to see 14 more…
Read MoreMonday morning musing
There is clearly increased volatility in both directions given the unpredictable statements on the trade war. We have no idea what the next few hours and days may look…
Read MoreThoughts on today’s swoon
I have no idea what could come next from the White House or China over coming days, but I do know that we have been waiting for our tactical…
Read MoreThere is a bright side…
Don’t forget that while the market is getting hit on the Trump tweets about Fed Chair Powell and China , there is a positive influence that warrants a better…
Read MoreInitial reaction to China Tariff and Powell speech
As we have been suggesting, the market is in no-man’s land and both sets of news items are having a very mixed impact on the stock, bond and currency…
Read MoreTactically sitting tight
In our opinion, at the opening this morning, the market looked like it was going to rip higher, only to give back the early strength based on (1) a…
Read MoreBullish individual investor sentiment increases for the 2nd week
Bullish sentiment increased in the latest poll but still remains well below bearish and neutral levels.
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