Gustave Courbet The wave 1871
December 9, 2017
The correlations between sectors have declined in the past few months. This means the market is bifurcated. To uses a common Wall Street phrase, ‘it’s a stock pickers market’. The correlations may have fallen in 2000 because only the tech
Stocks ended the week higher and the Dow and S&P 500 turned positive for the month. The Nasdaq and Nasdaq 100 are still slightly lower for the month but are on track to turn higher. Remember what I said last week, it
EUR/USD failed to hold onto higher ground in a mixed week. The ECB meeting is clearly the big event of the upcoming week, but not the only topics on the agenda. Here is an outlook for the highlights of this week and
Injecting a ‘poison pill’, in our view, determines the very short-term market prospects for investors. That relates to the FIFO provision in-or-out of the final version of the tax bill that keeps the market hanging for the moment. It is said
Earnings aren’t the market’s focus at present; the tax legislation currently moving towards a passage in Congress tops everything else. The legislation promises many substantive changes in a number of areas, but it will have a big impact on corporate
There are many tools available to us to make market predictions. Cycle Analysis happens to be one of those tools. Like any indicator, I don’t just rely on one type or method. What I’ll do is get an initial indication
Fundamental Forecast for the US Dollar: Neutral US Dollar breaks month-long down trend as Fed outlook brightens Further gains may be ahead as FOMC forecast tops market baseline Political news-flow still important on tax cut plan, Mueller actions Last week marked a return to
Winklevoss can point to a strong track record as a bitcoin investor. That’s from a new Bloomberg piece on Cameron Winklevoss who, together with his twin Tyler, were variously described by the media this week as “Bitcoin billionaires.” As we pointed out, that would
Cloud stocks had a great year. What will 2018 bring? Given the setup we see on the charts we see a select group of cloud stocks that could outperform their peers in 2018. The fundamental case for cloud stocks / cloud
