Is the Dollar Down for the Count?

Keith Schneider | December 6, 2020

The dollar is crumbling,
US Long Bonds are teetering,
inflation is bubbling, and
equities globally seem quite content, or for that matter, thrilled.

US stocks closed on all-time highs, and many foreign markets did even better this past week

Most …


Inflation Coming without Gold?

Keith Schneider | November 29, 2020

US small cap stocks continue to show amazing relative strength and over the last six months and is one of the best performing stock indexes, up over 31%.The Small Caps were outperformed during this period by only South Korea and …


Bubble Trouble for Next 10 Years?

Keith Schneider | November 22, 2020

As the outcome of the presidential election is still being contested and the virus spreading to its highest levels since the initial outbreak, US equity markets mostly shrugged off this uncertainty with small caps gaining nicely on the week. This …


Moving on Up

Keith Schneider | November 15, 2020

The US presidential election looks like it’s pretty much over (except for the law suits) with Biden the victor along with the stock market.

At this critical juncture, major thematic shifts are underway with a historic move from red hot …


Stocks Rally While the Dollar Slumps

Keith Schneider | November 8, 2020

Yesterday, November 7, the contentious U.S. Presidential election concluded with Joe Biden declared the victor by the Associated Press. Trump’s legal team is pressing on to disallow many mail in ballots across key battleground states to keep the presidency, but …


Pre-Election Jitters

James Kimball | November 1, 2020

Equity Indexes retesting the September Low amid growing volatility just ahead of a potentially contentious presidential election next week. 89% of stocks traded below their 10 DMA average on Friday. The market is still looking for another major round of …


Soft Commodities Firming

Keith Schneider | October 25, 2020

Three key US Equity stock indexes (SPY, QQQ, DIA) modestly sold off, -1.0% on average while longer term laggards Small and Mid -Caps (IWM and MDY) improved. Major sector rotation is occurring as we await the outcome of the US …


The Election Countdown Continues

Keith Schneider | October 18, 2020

The key US Equity stock indexes (SPY, QQQ, IWM, DIA) all digested their recent gains and closed within +/- 1% of the prior weeks close.  Big Market players are placing their bets on who they think will be the next …


Small Caps Getting Bigger

Keith Schneider | October 11, 2020

Equity Markets worldwide rallied this week. In the US it was led by Small Caps (IWM/Grandpa Russell) which was up 6.42% for the week and over +9% for the last 30 days. Interestingly, Transports and the Retail sectors now have …


The Chopfest Intensifies

Keith Schneider | October 4, 2020

If you were thinking things could not get more bizarre (like myself) heading into the presidential election think again. Considering President Trump and several members of the Senate have been infected with the Virus, virtually all assumptions about everything and …