The uncertainty of this administration’s’ policies have come home to roost once again. I purposely use the word “roost” as we are nearing the final month of the Year of the Fire Rooster. In line with the astrological predictions, it
January 10, 2018
The latest JOLTS survey from the BLS suggests nothing much has changed from that particular view of the labor market. The level of estimated Job Openings (JO) while down slightly over the last few months remains exceedingly high. By contrast,
I do not spend a lot of time on cyclical stocks and the industrials and materials sectors are not well represented in portfolios I manage. Lack of expertise is one reason, but another tricky part of investing in cyclical companies
Corrections are 10% pull backs, Recessions are 20% sell-offs. So far the real estate sector has seen a decline of about 5%. Normally I wouldn’t think to much about that, but there are a few things that I don’t like
(Audio length 00:11:38) On the back of a couple requests for Doc’s comments on the Uranium sector here we go. We look at the URA chart as well as Uranium Energy Corp, UEC. With the complete washout in uranium stocks over
Another year another datapoint… Regular readers will be familiar with the first chart which shows the average daily returns for the S&P 500 across the year against the average level of the VIX across the year. This stockmarket seasonality map has been
Wednesday was all about China. “China?! China.” U.S. investors woke up to the news that Beijing is considering “slowing or halting” Treasury purchases and the knee-jerk reaction was visible everywhere. Yields spiked (only to completely retrace as Treasurys pared losses
386 Days Above The 200 Day Moving Average The record for consecutive new highs to start a year has been tied in the Nasdaq and the S&P 500 as stocks rallied again on Tuesday. As you can see from the
The U.S. Chemical is witnessing continued investments, strengthening export markets and robust demand across key-end markets like electronics, automotive and construction. These factors have helped the industry outpace the broader market over the past year despite many headwinds including sluggishness
A mixed trend within Asian trading as the Nikkei, ASX and SENSEX whilst gains were registered in the Hang Seng and Shanghai. That said, volumes were light but the negative trend was supported by the positive move in the Japanese
