Magnifying Glass

Jobs Report Preview

What’s in Today’s Report: Jobs Report Preview, AAPL posted better than expected earnings and more…

How Yesterday’s Sell Off Can Help You Outperform

Yesterday was an important day in the markets, and not just because we saw a text book reversal in most major averages. Lost in the analysis was what occurred in the bond market, and I believe it’s critically important that everyone be aware of the changes we’re seeing in that market as a result of the growing Fed “tapering” discussion. Simply put, I think the bond market offers some of the best insight into the direction of equities, and also one of the biggest potential money making trend changes we’ve seen in a long time.

Did WTI Crude just put in a triple top?

After a strong rally over the past several weeks, WTI Crude has stalled, and on the charts looks like it may have put in another “lower high.”

WWFD (What Will Fed Do) is Now the Driving Force of Markets

Last week was very quiet economically speaking, although what little data there was generally beat expectations. The majority of the data last week was internationally focused.

Boring But Important: Junk Yields Sink Below 5%

Bubbles are all about the suspension of the proper pricing of risk—and I believe we’re seeing it in the junk market. I’m not saying that junk bonds yields trading below 5% is akin to subprime loans trading where they were in the heights of the real estate bubble, but I’m just pointing out that…

Is the gold rally capped?

Gold: Since December of last year, the 23 & 30 day moving averages have capped any rally, and they look to be doing so again. $1440 is critical support at this point.

Is Dis-Inflation Good For Stocks?

Yesterday was a pretty quiet day in the markets, but one consistent theme that showed up in economic data releases was something we’ve been ahead of the curve on here…