Posts Tagged ‘XLK’
Global Investing is Shifting
While the Dow Jones Industrial Average (DJIA) continues to flirt with record highs, the tech-dominated Nasdaq is under a lot of pressure these days. If you’re wondering why – the reason is very simple – rising yields. You see, large tech growth stocks are especially vulnerable to rising yields. As yields move up, costs rise,…
Read MoreIs China a safe bet?
Hello ADAPT readers! As long time readers know, I talk all the time about the importance of understanding inter-market relationships and relative strength ratios that exist between Asset Classes. And based on my previous posts, it should come as no surprise to hear that stocks around the world have been breaking out all over the…
Read MoreIs now the time Financials breakout to new all-time highs?
In the most recent edition of ADAPT Weekly, I outlined an overwhelming number of relative strength signals that have developed and continue to develop, favoring global equities over all other asset classes. If you missed it, here’s a link to that article (click here to view article) – it’s an easy read and one I…
Read MorePost-Election Surge?
Admit it, we investors are sometimes our own worst enemies! We have a tendency to overcomplicate things, to overthink it to death… If this sounds like you, read on… It’s not hard to understand how it happens – with so many choices, the constant barrage of headlines, and so many things vying for our attention…
Read MoreIt’s Time to “Seize the Day”
Robin Williams said it best in the “Dead Poets Society” when he raised his hands in class and shouted, “Carpe Diem” (seize the day)! What a day – bullishness is everywhere! Last week I told you that both the S&P 500 Index and the Nasdaq broke out to new all time highs. I said what…
Read MoreConsumer Discretionary stocks have crushed the S&P 500 since 2008…
If diversification is so good, then why have Consumer Discretionary stocks crushed the performance of the S&P 500 since 2008? XLY, the SPDR ETF that invests in consumer discretionary stocks, has delivered investors an eye popping 254% gain since 2008. That’s more than 2.5 times the return of the S&P 500 index fund SPY and…
Read MoreBetting on the Winners – Before the Race
Saturday, May 4th, marked the 144th running of the Kentucky Derby – dubbed the most exciting 2 minutes in sports. This year’s running lived up to its billing and was not without its share of controversy. At the end of the day a horse named Maximum Security won the race – or so we thought.…
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