Posts Tagged ‘technology’
Trick or treat? What we’re looking at as we head into October
September has a bad reputation as market seasonality suggests that September can often be expected to be a negative month for the markets.
Read MoreIt’s not about Nvidia… it’s about the broader market
Every headline and every tweet this week has been about one stock – Nvidia (NVDA) and their blowout numbers. Do your P&L a favor, don’t get caught up in the hype.
Read MoreIt’s All Bullish for Energy and Financials
One of the most important themes these days is the rotation between growth and value stocks. To be clear, we’re not seeing a rotation out of stocks into risk-off alternatives, we’re seeing a rotation within the equity market. Groups like Energy and Financials have been breaking to new highs while growth and Tech indexes have…
Read MoreSector Shakeup
Over the weekend we had a major shakeup in sector rankings: For the first time since August 14, 2018 Healthcare has dropped out of the top four strongest sectors of the 11 domestic sectors we track. Not only was Healthcare pushed out of the top four, it fell off a cliff, plummeting…all the way down…
Read MoreRisk Evaluation Can Be A Powerful Tool
Christmas Eve taught a lot of investors an important lesson this year. The lesson was this: if you want to avoid mistakes when market volatility rears its head, you’ve got to measure your risk carefully. When stocks dipped rapidly towards the end of 2018, some investors were inevitably pushed past their breaking point and bailed,…
Read MoreWhere Will We See the First Big Blockchain Profits?
A lot of the blockchain news today is focused on the future of transaction processing. Lots of companies are concentrated on this and claiming their model will solve problems with transaction fees or transaction times… But, contrary to popular belief, this isn’t where the hot action is right now and it’s not necessarily what “Blockchain…
Read MoreGlobal Relative Strength Conditions, 4/19/2018
U.S. Equities are still the #1 ranked Asset Class by relative strength. Within U.S. Equities, Technology remains the #1 strongest sector, and Financials remain the #2 strongest sector on a relative strength basis. Industrials are still #3. International Equities are the #2 ranked Asset Class. They continue to close the gap on the leader (U.S.…
Read MoreGlobal Relative Strength Conditions, 4/12/2018
U.S. Equities are still the #1 ranked Asset Class by relative strength. Within U.S. Equities, Technology remains the #1 strongest sector, and Financials remain the #2 strongest sector on a relative strength basis. Industrials are still #3. International Equities are the #2 ranked Asset Class. They continue to close the gap on the leader (U.S.…
Read MoreGlobal Relative Strength Conditions, 2/8/18
U.S. Equities are still the #1 ranked Asset Class by relative strength. Within U.S. Equities, Technology remains the #1 strongest sector, and Financials remain the #2 strongest sector on a relative strength basis. Industrials are #3, but are a long way from competing for the #2 spot in the sector rankings. International Equities are the…
Read More