As Q1 2019 comes to a close, there is a lot of chatter about the S&P 500 topping and a looming recession sparked by a yield curve inversion. That’s great and all but there is plenty more to analyze out there than just one US based index. Investors have other important decisions to factor in, […]
What the Weight of the Evidence Suggests for U.S. Interest Rates
Many U.S. based investors tend to only follow U.S. listed stocks and markets indices like the S&P 500, Dow Jones Industrial Average and the NASDAQ. The best investors are those who are aware this is a global marketplace. Now if the average investor is unaware of foreign countries stock markets, we can assume they are […]
Andrew Thrasher’s “Most Important Charts”
Earlier today, Andrew Thrasher put out a great piece on what he believes are the most important charts to be monitoring in the current market environment. The thing I love most about Andrew’s charts? The simplicity. These charts (and his thoughts on each) are very straightforward. One of the more growth-oriented aspects of the market […]
Investigating the Recent Dow Transports Weakness
It’s hard to find a risk-on equity asset class that hasn’t bounced since the Dec 24th low but that’s old news.. What should intrigue investors is the recent weakness in the Dow Jones Transportation Average, including a 9-day losing streak and a lack of discussion about it. Frank Cappelleri, Executive Director at Instinet, provided data […]
Emerging Markets Outperformance To Continue?
2018 was a challenging year for global markets overall. While the S&P 500 finished down -7.6%, Emerging Markets were hit harder ending -19.4%. With 2019 off to a great start for both assets, an interesting analysis is how Emerging Markets began to outperform the S&P 500 in October when US markets peaked. Since October 1st, […]
