There 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.
Read MoreMorning market thought ahead of Fed speak
Good morning. The market remains choppy ahead of all the Fed speak from their annual conference in Jackson Hole, WY. Each business channel is abuzz with each Fed President…
Read MoreNot much change in newsletter writer sentiment
Even with the Dow Jones Industrial Avg. suffering its worst day of the year last week, newsletter sentiment stood pat in the latest poll.
Read MoreCNBC’s “Fast Money” spot yesterday
I was able to discuss what is going on with Bond Market, why people focus on an inversion of the yield curve, and how to identify when the Fed…
Read MoreStill have a face for radio
I will be on CNBC’s “Fast Money” tonight at 5:25pm EST to update where we are in the tactical correction and why our fundamental core thesis remains positive. Hope…
Read MoreEquities traded higher in Monday session
The S&P 500 (SPX) started and ended the day up about 1.20%. Every sector was positive. Energy, Tech, Communication Services. and Consumer Disc. lead the way with Materials and…
Read MoreS&P 500 Up Today, But Down for Third Straight Week
The S&P 500 (SPX) was up 1.44% today, but finished down for the third straight week. Financials sold off this week as banks are under pressure in a low…
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