Welcomeback to our “latest Under The Hood” column for the week ending January 25, 2021. As a reminder, this column will be published bi-weekly moving forward, and...
The latest E-Trade StreetWise survey, which is put out quarterly, revealed most investors (66%) believe the market is in bubble territory, and another 25% think it’s approaching one.
Nifty 50 has gone ahead and given us a signal of caution after a relentless rally. While we have seen days of a pause in short-term momentum in the past, this time around there's a slight difference.
It's not a new chart - in fact it makes the rounds on a fairly regular basis.
The iteration I saw this week showed the relationship between global money supply, stocks and high yield bonds over the past five years. The trend for all three was...
Last Friday I sat down with Aaron Task of Seeking Alpha for a fun chat about today's market environment. Aaron and I have known each other for years from his days as the Digital Editor of Fortune as well as Editor-in-Chief of Yahoo! Finance. We also...
In a further effort to identify individual equities that fit within our larger more Macro thesis, we couldn't be happier to roll out and share our latest bottoms-up scan: "The Minor Leaguers...
I've been waiting for Europe to break out since I was in high school. That was over 20 years ago. And people have the audacity to tell me that stocks are in a bubble.
Something we’ve been working on internally this year is using various bottoms-up tools and scans to complement our top-down approach. One way we’re doing...
Welcomeback to our “latest Under The Hood” column for the week ending January 8, 2021. As a reminder, this column will be published bi-weekly moving forward, and...
The first section dives deep into the US Stock Market and Market breadth, then we discuss the International Markets and specific Factors around the world. Next we go into U.S. Sectors and the best...