Reality Sets Into The Major Sector ETFs
XRT failed to rally above the $80 level, the top of the 10-month consolidation.
5 Sector ETFs To Gain Under Trump Presidency
Let’s delve into sectors that may benefit from the Trump administration and the ETFs worth betting on.
Economic Feast Or Famine Ahead? Opinions Vary
Opinions wildly vary following the Presidential election as to whether we are facing an economic feast or famine. There is the notion the stock market will continue to melt up with Trump riding to rescue America's economy.
‘Tis No Surprise, Gold’s Current Demise
Pre-election Gold was being grabbed as a safe-haven bid, in concert too with the Fed to that point having turned somewhat benevolent.
Bitcoin Projected To Hit $1.5 Million By 2030, Says ARK Invest CEO Cathie Wood
Cathie Wood has long maintained her bullish outlook on Bitcoin, and her recent comments reinforce her optimistic projections for the largest cryptocurrency.
Structural Breaks In The Term Spread-GDP Growth Relationship
The term spread is not currently a great predictor of growth (although it may become so again in the future).
Stocks Pull Back After Initial Election Euphoria. Big Rotation In Sectors And Assets Classes.
Stocks finished the week broadly lower, giving back more than half of the post-election gains. Small-cap stocks, the recent darlings, as well as rate sensitive stock took the biggest hit.
John Malone M&A Cleanup Costs Minority Investors
If you sup’ with the devil, you should have a long spoon. Investors in Liberty Broadband have re-learned the old adage, after it struck a roughly $13 billion sale to cable company Charter Communications.
Warren Buffett Reduces Tech Stakes; 4 Stocks Make 64% Of Berkshire Portfolio
Warren Buffett's Berkshire Hathaway reduced its Apple stake by 25% and trimmed other major tech holdings in Q3 2024.
Post-Election Market Results And Commentary
The U.S. dollar remains strong on foreign exchange markets and with Powell's note of caution regarding expectations for lower interest rates, downside action in all markets might be ahead for the remainder of the year.
Hurry Up and Wait
Powell's "no hurry" stance on rate cuts reshapes our near-term outlook.
Bond Vigilantes Fire Warning Shots
When you sell bonds in quantity, and in concert with like-minded others, their prices decline and long rates go up, and neither the Treasury or the Fed can control them.
The Four Horseman
The US Does not have the kind of runaway inflation that undermines elites power. Dollars are still strong and the ruling Establishment can hand out trillions of them.
Weekly Commentary: Power
Fed Chair Powell’s post-meeting press conferences always leave me wanting for some probing questions.
Silver Trading Strategy, XAGUSD Analysis & XAGUSD Forecast - Saturday, November 16
Silver price prediction based on the technical analysis: what is the support and resistance on the daily time frame for XAGUSD; where will the price breakout for the XAGUSD.
Peeking Into The Future Via CoT - Futures, How Hedge Funds Are Positioned
Inability to rally to a new high after coming so close is not encouraging news for small-cap bulls. All other major equity indices have left their highs from 2021 and 2022 behind, but not the Russell 2000.
Bitcoin Bears In Trouble: $800 Million Set For Liquidation If BTC Reclaims This Price
Bitcoin has been on a tear recently, hitting multiple all-time highs (ATH) levels since Donald Trump emerged victorious in the 2024 US presidential elections.
HeadlineCharts Saturday, November 16, 2024
Friday was a really awful day in the market, particularly for NASDAQ stocks. Just awful. And now there is concern about a follow-through to the downside on Monday.
The Return Of The Inflation Dragon
Markets are notoriously slow to move on threats they can’t fully quantify, and inflation forecasts haven’t exactly set the world on fire.
The Trump Inflation Problem
Two weeks ago, I opened this letter by noting the election uncertainty, once over, would give way to a different uncertainty about what comes next. That’s where we are now.