The Market Is Playing Defense Against Trump’s Trade Disputes

Geoff Bysshe | August 20, 2018

On Friday afternoon, news of talks with China about resolving the trade standoff pushed the SPY, DIA and IWM higher, but does this mean you should be bullish?

Will it change this trend?...

Early this year it became clear that …


Is This The Secret Chart Behind Jamie Dimon’s 5% 10-yr. Warning

Geoff Bysshe | August 12, 2018

Last week JP Morgan’s Jamie Dimon, suggested that investors were too complacent with their outlook for interest rates remaining lower for longer, and that we should be prepared for a 5% rate on the 10-year U.S. Treasury.

As you can …


Changing of the Guard or is Value of Value?

Keith Schneider | August 5, 2018

Stocks regained their footing after Apple reported excellent earnings with all major US equity indexes showing positive returns out pacing global equities in general.

At the moment, China (FXI) has the worst 6 month and current weekly returns as well.…


7/29/2018

Keith Schneider | July 30, 2018

Due to a heavy travel schedule there will not be a video or text update. The Overview section of Big View (free and premium) has been updated as of 7/29/18

The highlights of this week’s market action are the following:…


Bye, Bye, Bonds

Keith Schneider | July 22, 2018

The action in US equities was mostly sloppy and mixed his week as the key indexes look to be trying to digest recent gains despite a steady diet of wacky news emanating from the White House or the Kremlin. The …


Copper and Commodities Crumbling

Keith Schneider | July 15, 2018

Yet again, Equity markets led by the US shrugged off bad news that included the start of a global trade war, the dismantling of NATO, and frayed relations with Britain.  I guess we should add a domestic tidbit such as …


Temporary Insanity or Reasonable Response?

Keith Schneider | July 8, 2018

US equities put in an excellent performance with all key US benchmarks up nicely with the shortened week.  The Dow Industrials (INDU) ended up +1% while both growth and small cap stocks led by NASDAQ 100 (QQQ) the Russell 2000 …


Top Takeaways for the First Half of 2018

Keith Schneider | July 1, 2018

Global stock indexes retreated this week with few exceptions. Surprisingly, two noteworthy winners were Russia, and Mexico. Both, no matter how you look at it, are directly in the crosshairs of the Trump administration. They both improved from bearish to …


Submerging Emerging Markets

Keith Schneider | June 17, 2018

US equities put in a mixed performance with Big Cap and Value stocks taking a hit.  The Dow Industrials (INDU) ended down -1% while growth stocks led by NASDAQ 100 (QQQ) were up over +1.46 % for the week.

Quite …


"Breaking Bread or Breaking Bad"

Keith Schneider | June 10, 2018

US Equity markets continue to perform well with most of our key risk indicators showing all clear. Of course, that can change in a heartbeat as the world awaits the outcome of the budding bromance between Trump and Kim. On …