US yields have continued to collapse, with another hard leg down this month following July’s FOMC decision to cut rates for the first time since the Financial Crisis. A few weeks ago, I wrote about the 30-Year Yield pushing towards its record low of 2.10%. It fell as far as 1.92% in the time since […]
What the MAGA Index is Signaling About US Stocks
The US Stock Market is dominated by large multinational companies with hundreds of billions in market capitalization. It is a common misconception that leadership from these mega-cap names is an indicator of weak market internals. To the contrary, investor interest in these popular stocks is a characteristic of a healthy bull market as their performance […]
Treasury Yields Test Record Lows
Last week, the Federal Reserve cut US interest rates for the first time since the Financial Crisis. The Fed’s decision sparked a bond-market rally and flight to safety which sent yields spiraling lower around the world. Many are viewing the decision as a preemptive tactic by the central bank or an “insurance cut” to support […]
The Genomics Revolution Hits New Highs
ARK Invest is an Investment Management firm that focuses solely on disruptive innovation in order to identify large-scale investment opportunities in niche markets such as Robotics, Fintech, Artificial Intelligence, Blockchain and more. The company has a handful of ETFs in which it actively manages in order to provide investors exposure to major themes that offer […]
Choosing the Best Option for Your Financials
Rotation into Financials and other more cyclical areas of the market is a popular theme among many of the top Technicians that we follow right now. When we dove into Financials we noticed an interesting divergence between its two largest Sector ETFs, $XLF and $IYF. In early July the iShares US Financials ETF, IYF broke […]