Its October, Time to Take the Money and Run?

Keith Schneider | October 14, 2017

This week, most key US Equities indexes hit new highs again, with the Dow industrials leading +.52 %.   This upcoming week marks the 30-year anniversary of the great market meltdown or the crash of 1987.

October, although generally a good …


Equities on a High, Commodities Poised to Move!

Keith Schneider | October 7, 2017

Equity markets continued to run up to all-time highs up on average another + 1.5% for the week. All this   despite multiple hurricanes, geo-political uncertainty, an unconventional presidency, and mass murder.

Attribute this to an economy that has received its …


Tax Reform Sets Grandpa Russell (IWM) On Fire

Keith Schneider | October 1, 2017

The Trump administration pivoted away from another failed attempt at repealing the Affordable Care Act (Obamacare) and moved on to the next big item on its agenda, tax reform. Markets have started moving ahead of anything formal being agreed upon …


Are Grandma and Grandpa Happy Together?

Keith Schneider | September 17, 2017

Equity markets continued their spiral up with three of the four key US market indexes hitting new highs. Even better news, is the rally is contagious with foreign equities outperforming, led by Emerging Markets. Cash levels are high globally and …


Planes, Trains, and Hurricanes

Keith Schneider | September 10, 2017

As if dealing with Harvey wasn’t enough, Hurricane Irma (his not so distant cousin) has already wreaked havoc along its path through the Caribbean. It now looks to do a lot more damage. Hurricane Jose, Irma’s younger brother, is also …


Risk On Gauge Shifts With Many Markets At Tipping Points

Geoff Bysshe | September 4, 2017

Click here to download this post as a PDF.

Last week the equity markets had a remarkable reversal of fortune as the SPY and QQQ moved from breaking down under major institutional support levels such as their 50 moving averages, …


The Best Trump Trade Wasn't Made In America

Geoff Bysshe | August 27, 2017

Sometime a picture says it all.

This week’s Market Outlook commentary is simply the observation you choose to find in this chart. All politics aside (although they are likely the driving force behind these trends).

The chart illustrates the percent …


Feeding Frenzy For The Bears

Geoff Bysshe | August 20, 2017

Last week was a feeding frenzy for the bears.

The Trump White House did a fine job of providing the bears with ideal feeding conditions with new and more outrageous controversies daily.

The result was another week in which key …


Risk Off, Gold and Zombies

Keith Schneider | August 13, 2017

Global equity markets had a hiccup last week, precipitated by President Trump’s (aka the Twitterer in Chief) tweets, threatening both North Korea and Venezuela, saying the US military is “locked and loaded” and ready to attack if provoked.

Those tweets …


Risk On is Off!

Keith Schneider | August 6, 2017

US equities markets continue to churn, treading over swamp-infested waters, as the unemployment numbers improved again (4.3%) by dropping to the lowest levels since 2001, showing that a recession is not imminent (big positive).

Speaking of the swamp: on Capitol …