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 […]
Millennials Stay on Trend
My favorite chartbook to go through is my Thematic ETF watchlist. It’s a great way to find obscure subsectors or areas of the market that are exhibiting strength but not getting much mainstream investor love. From Mobile Payments to Online Retail, Cannabis, Blockchain, Robotics and more… there are a plethora of niche industries that are […]
