Posts Tagged ‘U.S. Equities’
It’s Still a Dollar Story
Any way you slice it, it all still comes down to the dollar. We can talk about interest rates, the Yen, and inversions – there are all kinds of interesting relationships… But none of them may be as important as the impact the direction of the U.S.Dollar has on risk assets around the world. I…
Read MoreCommodities Just Did Something They’ve Only Done Twice Since 2008
Let me set the stage… Over the past 20 years, it’s been nearly impossible for any asset class to displace U.S Equities as the strongest asset class on a relative basis. So, is the U.S. Equities’ dominance over other global asset classes on the ropes? Maybe… it’s still a wait-and-see. But they’re certainly taking it…
Read MoreA Mistake You Don’t Want to Make…
This year’s stock market rally has been nothing short of impressive, with U.S. stocks posting their best quarter in nearly a decade. Unfortunately – they did so without help from individual investors. The hangover from the nearly 20% drawdown in the S&P 500 during the final quarter of last year stayed with investors in the…
Read MoreHow the Ongoing Shutdown Could Affect the Market
We’re now entering into the longest government shutdown on record, which has some investors wondering if it might affect their portfolios. Domestic equities have been topping the relative strength charts for a long time, and nearly every investor has cash tied up in US-based stocks…but is there really any cause for concern? It’s true the…
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…
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