From Cabot Top Ten Trader
We’re still mostly bullish—leading stocks are strong and the market’s main trends are up, and those are the two most important pieces of evidence to us. That said, it’s vital to keep your feet on the ground here, as risk...
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Our Emerging Markets Timer as found support in recent weeks, but that hasn’t been enough to produce a new buy signal.
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As we move into the third quarter, analysts at Goldman Sachs write that their baseline forecast is for the S&P 500 to gain 5% in the second half of the year. In their “vaccine upside” scenario, stocks rise by 14% from here; in “virus...
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Our Emerging Markets Timer as found support in recent weeks, but that hasn’t been enough to produce a new buy signal.
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U.S. and global markets continue to be fueled by substantial amounts of liquidity washing over the world. According to Lipper, the amount in American money market funds has reached $4.6 trillion. This is a record going back to 1992.
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Our Emerging Markets Timer as found support in recent weeks, but that hasn’t been enough to produce a new buy signal.
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Why are markets continuing to move upward in the midst of economic and political upheaval? The short answer is don’t fight the Fed, which has made it abundantly clear that it will do anything necessary to keep this economy and market moving.
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Our Emerging Markets Timer as found support in recent weeks, but that hasn’t been enough to produce a new buy signal.
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Despite a Chinese economy that has grown three times faster than America’s every year over the past three decades, it has been a bit of a challenge to consistently make money in Chinese stocks.
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Our Emerging Markets Timer as found support in recent weeks, but that hasn’t been enough to produce a new buy signal.
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The S&P 500 paused its recovery over the past week, moving sideways over the past five days. Here is my take on the market.
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Our Emerging Markets Timer as found support in recent weeks, but that hasn’t been enough to produce a new buy signal.
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What we may see developing in markets is a rather broad trading range – say from 21,000 to 25,000 in the Dow. This could be our reality until we work our way through the real but uncertain impact of the shutdown on the economy.
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Our Emerging Markets Timer as found support in recent weeks, but that hasn’t been enough to produce a new buy signal.
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Most positions are up 5%-6% for the week, with a couple of exceptions.
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Our Emerging Markets Timer as found support in recent weeks, but that hasn’t been enough to produce a new buy signal.
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In such an environment it’s easy to assume the worst and miss the flipside of the equation – great companies trading at prices that just a month ago we would have considered incredible. Market volatility and uncertainty are creating great opportunities.
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Our Emerging Markets Timer as found support in recent weeks, but that hasn’t been enough to produce a new buy signal.
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Ironically, China’s blue-chip CSI 300 Index hit its highest point this week since February 2018.
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Our Emerging Markets Timer as found support in recent weeks, but that hasn’t been enough to produce a new buy signal.
Read More