According to Tom Essaye of the Sevens Report, the core issue with bond yields has been economic growth. “Due to economic re-openings, stimulus, and vaccine optimism, global investors are pricing in a huge jump…” he wrote in a Thursday investor’s note. Click here to read the full article.
“While the S&P 500 may be facing structural headwinds due to tech weakness, much of the rest of the market…” Tom Essaye, founder of Sevens Research, said in his daily Sevens Report. Click here to read the full article.
“We look at it not just from an absolute level of yields, but also the pace of increase,” Tom Essaye, founder of Sevens Report, wrote in a Feb. 17 note, according to S&P Global Market Intelligence, adding that, “if yields rise too quickly (and the 10 bps/day rallies continue)…” Click here to read the full article.
The run on silver, a notoriously volatile asset, could continue. “Looking ahead, the trend in silver is bullish…” wrote Tom Essaye of the Sevens Report in a Tuesday morning investor’s note, adding that it is not unreasonable to see silver reach $80 per ounce in a longer timeframe. Click here to read the full article.
“Stocks such as GameStop usually don’t move markets, but as is almost always the case, fears of contagion are starting to impact the broad market…” Tom Essaye of the Sevens Report wrote in an investor’s note early on Thursday. Click here to read the full article.
“In late-morning trade, selling pressure quickly picked up on the back of comments from Sen. Schumer…” wrote Tom Essaye, founder of Sevens Report Research, in a note. Click here to read the full article.
“The short squeeze/volatility we saw in heavily-shorted stocks such as GameStop and others only further confirms that, at least in the near term, complacent/frothy investor sentiment…” Tom Essaye, founder of Sevens Report, said in a note Tuesday. Click here to read the full article.
The potential for a more aggressive regulatory approach from Democrats should have Big Tech investors ready for underperformance, argues Tom Essaye, founder of Sevens Report.
Essaye said in a note, “in the immediate term, markets are pricing in more stimulus. From an equity standpoint, that means tech underperformance and cyclical/value outperformance…” per CNBC. Click here to read the full article.
Tom Essaye interiewed with BNN on January 7, 2021., to discuss, the recent rally, U.S. stimulus dispersal will benefit Canadian markets due to an energy-rich makeup and more. Click here to watch the full video.
“Investors continue to weigh stimulus hopes against negative pandemic…” Tom Essaye, a former Merrill Lynch trader who founded The Sevens Report newsletter, wrote to clients. Click here to read the full article.
