Conference Board Economic Forecast:
Looking into 2024, we expect the volatility that dominated the US economy over the pandemic period to diminish. In the second half of 2024, we forecast that overall growth will return to more stable pre-pandemic rates, …
Bonds have had one of the worst years in modern times and one of the fastest rates of interest rate rises.
The good news is the market has absorbed the bond’s performance.
A better risk-on environment is when the SPY …
Small caps as measured by IWM are key for the fall and into 2024.
You can also look at SML S&P 600.
IWM could be forming an inverted head and shoulders bottom going back from the start of 2023. (see …
Over the course of our writing the Daily, it has served as a reliable and remarkable guide for investors, traders, and investments.
For example, looking most recently, on August 22nd, we wrote about watching the dollar decline and TLTs rising. …
With BRICS happening ahead of Jackson Hole, we thought it would be good to look at the technical charts on both the dollar and the long bonds.
The chart below shows that BRICS versus G7 as a share of purchasing …
Biotechnology has traded basically sideways since the start of 2023.
In the face of higher rates, stronger dollar, inflation, FDA approvals and busts, and an emerging winter season, the ETF IBB has a serenity to it that appears drug-induced if …
Thursday, August 17th I sat down with Maggie Lake and Real Vision.
During the 36-minute interview, the overriding theme continues to be one of “Stagflation”.
Here are the main points:
August 10, I appeared on CNBC Asia to discuss Alibaba’s surprise beat on earnings and China’s weak economic data.
I began the segment reminding investors (and myself) that regardless of the news, opinions of analysts and the talking heads, price …
Many, in fact most retail investors that were surveyed, believe that the bonds have bottomed.
Bill Ackman came out last week extremely bearish.
Here’s the technical skinny.
Last week, TLT had a classic reversal bottom on very oversold conditions.
Although …
Continuing to look at the reset of the July 6-month calendar ranges in 4 of the Economic Economic Modern Family Sectors.
To remind you, the range is good until the next time it resets in January 2024.
Beginning with Transportation …
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