Posts Tagged ‘consumer discretionary’
Let’s Focus On Understanding the Markets Right Now
Is recession around the corner? Will inflation spike as China reopens? Will the Fed stop raising rates in ‘23? We can talk all day about what might happen. And sure, it’s reasonable to say that rising interest rates are not conducive to growth assets or that the longer rates remain high the more damage could…
Read MoreIt Never Pays to Trade the Headlines
It’s always something… Today Putin, last week it was the Fed and inflation, and for so long before that, it was COVID… the headlines du jour. Most of it is baked into the price of stocks, bonds, or commodities by the time journalists turn your attention to it anyway. So please tell me, when has…
Read MoreIs This Signaling a Cautionary Tale?
There’s one ratio chart you don’t want to miss right now. It’s one to focus on over the coming days and weeks ahead. I’ve been saying this most of the year. Don’t be fooled by what you think you see out of the cap-weighted S&P 500 index… Most stocks are either grinding sideways or have…
Read MoreConsumer Goods: A Tale of Two Sectors
Market volatility since February 2018 has led many to ask: “Have we been experiencing corrections within a bull market… or is it the beginning of a bear market?” That seems to be THE question on everyone’s mind. First, let’s dispense with the obvious: there’s no crystal ball, and no way to know for sure. However,…
Read MoreDiscretionary versus Non-Discretionary: The 2 Types of Consumer Stocks [Infographic]
We created this infographic to clarify the differences between the two Consumer equity sectors, Discretionary and Non-discretionary. Mike Reilly’s article, Consumer Goods: A Tale of Two Sectors, explains how to use the Relative Strength relationship of the two sectors to gauge the health of the broader market.
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