How Far Could Stocks Go? Stocks have screamed to all-time highs in recent weeks, and with new highs always comes the question of how far could stocks go? We like to regularly offer fundamental valuation updates as we did two weeks ago, but it is also important to outline what the charts are telling us […]
This is an excerpt from today’s Sevens Report. To get your free 2-week trial, sign up now! The Practical Takeaway from Low Volatility One of the bigger conundrums right now is that volatility in the stock market is plumbing multi-year lows despite the presence of multiple major and binary events that will resolve themselves positively or negatively […]
This is an excerpt from today’s Sevens Report. The Sevens Report is the daily market cheat sheet our subscribers use to keep up on markets, seize opportunities, avoid risks and get more assets. Sign up for a free 2 week trial. It’s obviously impossible to say “when” this will matter to stocks, but I want to […]
This is an excerpt from today’s Sevens Report. You can get a free 2-week trial and see for yourself how the Sevens Report can give you fresh talking points for your client conversations, and help you outperform your peers. Read on to see our predictions for when the FOMC will announce the next rate hike. […]
This is an excerpt from today’s Sevens Report. Sign up for your free two-week trial to get everything you need to know in your inbox, by 7am in 7 minutes or less. We have recently been monitoring the calendar spreads and term structure of WTI crude oil futures with a little more attention, as there […]
As has been the case since the election, the political noise in the market is deafening. But cutting through that noise, the reality is this: The gap between market expectations from Washington and the current reality has grown significantly in the month since Trump’s inauguration, and it is not an understatement to say that political […]
“Is the Stock Market Too Expensive?” That’s a question I’m getting asked a lot lately by subscribers and colleagues. With stocks at record highs, there is a lot of worry that the market is unsustainably expensive. But, that’s simply not the case. Yesterday, in the full edition of The Sevens Report, we broke it down. Provided a three-part analysis of […]
Below is an excerpt from the “Economics” section of the Sevens Report. The Sevens Report has everything you need to know about the markets by 7am each morning in 7 minutes or less—can get a free trial if you sign up now. Flash February Manufacturing & Service PMIs Feb. Manufacturing PMI declined to 54.3 vs. […]
An excerpt from today’s Sevens Report. Subscribe now to get the full report in your inbox before 7am each morning. Both economic growth and inflation accelerated according to last week’s data, and while the former continues to help support stocks despite a darkening outlook from Washington, the latter also is increasing the likelihood of a […]
After impacting the markets with his comment about a forthcoming “phenomenal” tax plan, the markets have been surprisingly unmoved by any of the headlines coming in from Washington D.C. This week, we’ve seen stocks focusing on the good economic data (retail sales, Empire Manufacturing) and ignoring the political drama (Trump’s Labor Secretary nominee, Andrew Puzder, withdrew yesterday). […]