Tactical indicators update
After the recent 15% rally in the S&P 500 Index (SPX) off the December low, we wanted to provide an update on the current levels of our favorite tactical indicators.
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Tony will use his 30+ years of market experience to guide you throughout the trading day.
Historical February sector performance
Since 1990, the S&P 500 Index (SPX) has had an average gain of 0.25% in February and has been positive 18 out of the past 29 times (62.1%).
Read MoreThe day ahead, Friday February 1st
What a strange day yesterday proved to be. The S&P and NASDAQ saw solid gains, but the Dow Jones industrials and Transportation indices were down on the day. The markets…
Read MoreIndustrial sector on track to be the best performing sector in January
The Industrial sector is currently up 11.31% in January, outperforming the ten other S&P sectors for the month. This is the best monthly performance of the sector since October 2011.…
Read MoreFed comment and day ahead, Thursday January 31st
In yesterday's Day Ahead we noted that we expected a more measured press conference from Fed Chair Powell and that is what we received Wednesday, which is good news for…
Read MoreThe Day Ahead, Wednesday January 30th
There are a couple of key events we are looking at today. The ADP employment report at 8:15am could offer a guide to the all-important Payroll Employment report on…
Read MoreFollowing the script of non-recession post-crash instances
As you all know, we have done detailed analysis around the non-recession post crash environments of 1987, 1998, and 2011. The average S&P 500 (SPX) reflex rally off the low…
Read MoreStill in tactical no-man’s land after the ramp
I have been on the road this week visiting institutional and individual investors. There is clearly a sense of frustration with the political shenanigans in D.C., but relief the Fed…
Read MoreStrong performance in semiconductor stocks today
The Philadelphia Semiconductor Index (SOX) is up over 5.5% today and is having the best one-day performance since the group rebounded from a 52-week low on December 26th.
Read MoreDay Ahead, Thursday January 24th
Thursday will feature a couple of data releases, including weekly jobless claims and the Leading Economic Indicator.
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