If You Thought Grocery Prices Were High, Wait For Mass Deportation
Wages for farm workers and food processing will likely rise, if the past is any guide.
What Poor Breadth Means For The Stock Market
Price and volume are the king and queen of the indicators, but breadth is important marker for predicting price action.
Rates Spark: Markets Sniffing Out Some 2025 Impulses
U.S. Treasury yields finally get bullied further higher by mutual fund flows selling duration.
NGDP Guardrails: Do The Right Thing
NGDP futures targeting is a lot like level targeting without NGDP futures contracts. Under level targeting, markets also strongly pressure the Fed to “do the right thing”.
Semiconductor Index Mini-Breakout
All markets enjoyed a bright day although the last hour of trading saw some comeback across the indices.
Nasdaq 100 Shakeup: 3 Stocks That Can Gain
Three stocks have their price targets above current price levels.
S&P Israel 100 Index: Reflecting Israel's Potential
The Israeli stock market has a unique landscape, offering stability and liquidity comparable to other well-established markets, while also providing regional diversification as the only developed market in the Middle East.
Silver Chartbook - Bullish Wedge Limits Remaining Downside
The silver market presents a distinctly bullish outlook for the new year. In the very short-term, however, silver might still dip below USD 30 for a final flush out of any weak hands.
Why Is The Fed Cutting Rates? Value In The Dating App Stocks, Homebuilders Breaking Down
The Fed is going to cut rates a quarter point on Wednesday – but it shouldn’t and it doesn’t seem like it wants to.
Nasdaq Nabs Record Close; Dow Stuck In Historic Slump
Stocks were mostly higher today, though the Dow extended its losing streak to six-year proportions.
Quantum Stocks Leap
Since the "quantum" news from Google last week, smaller companies focused on quantum computing have skyrocketed.
The German Government Collapses, Early Elections Are Coming Up
Chancellor Olaf Scholz lost a confidence vote on Monday leaving a deeply fragmented Germany in his wake.
Updating The Nonfinancial Long Leading Indicators
A look at five such long leading indicators. Two have to do with the housing market, two with corporate health, and one with consumer spending.
The Porridge Is Warm
A discussion about the current market dynamics, including the impact of CPI data and the Federal Reserve’s anticipated rate cut.
Optimists Say Don’t Worry About Bubbles, That’s Bad Advice
One of the surest signs that we are in a financial bubble is the growing complacency and belief that frothy valuations don’t matter, prices can only head higher, and ‘volatility’ is not a concern.
Airlines Gear Up For Record 2025 As Boeing Resumes 737 MAX Production
Looking ahead to 2025, the IATA projects total industry revenues to top $1 trillion for the first time in aviation history. Passenger numbers are expected to soar to 5.2 billion, a 6.7% increase from 2024 and another all-time high.
European ETF Flow Insights – November 2024
November 2024 was another month with strong inflows for the European ETF industry.
Three Areas Of Profits That 99% Of Investors Are Ignoring
Key areas of the market that are closely aligned with the incoming administration’s policies and agendas are breaking out to new highs.
Why Is The Fed Cutting Rates?
The S&P Global Services Report for December beats expectations, signaling strong economic growth and optimism for the future.
Market Default: Buy Tech
It’s year-end and normally stocks are buffeted by year-end strategies, tax loss selling or profit taking, taking a few chips off the table or institutions dressing up portfolios with proven winners.