This morning I noted that I did not appreciate seeing Jeremy Grantham's note dismissed even in the slightest way and without rancor by a Biiwii author. His intro was "Here…
We began our little exercise back in November, noting a dangerous MSM article pumping the views of a fund manager who promoted the great relative value the Semi Equipment stocks,…
The canary chirped in 2013 as its equipment sector ramped up its bookings and we kept up with the bullish data every step of the way after that with updates…
Here are a few global ETFs with little room to drop in order to avoid daily chart technical breakdowns. That does not mean the end of the larger up trends,…
As best I can tell the two main instigators to yesterday's market rotation were tax reform and interest rates. Kevin Muir has an interesting article talking about a tax related…
Well obviously, the banks like the pop in yields. This was a confounding relationship for a few weeks and it caused me a minor squall of turmoil, both in my…
While politicians hammer out the details it is generally accepted that corporations and by extension the investor and asset owner classes are targeted for benefits under the coming Republican tax…
The title is not my hopes and wishes, it's not my prediction, it's just what it is at this point. Somewhat annoyingly, the market is once again (4 out of…
So, is this just another spike that will refresh the bull or is it the start of the real thing? Here's the weekly view. It does not look like the…
As the little blip continues this morning, let's review the short-term parameters that would indicate the potential for further correction on a few indexes. In an update a couple of…
Intel is nearing the Cup & Handle target of 44 (later revised to 46). I took the profit at around 40 (silly me), which was the big picture target established…
As we wait to see if yesterday's interest rate signal is confirmed as the beginning of the countdown to the 10yr & 30yr limit points (2.9% +/- & 3.3% +/-,…
Sure, it's called the Dow 30, but today 2 stocks are driving what the average Trump-pump sports fan will see on Fox when he checks the scores on this "fantastic"…
Everybody knows (or should know) that the leadership of the Pigs to the stock market is directed by long-term interest rates. Here's the KBE/SPY ratio against the 10yr yield. If…