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Seven Macro Concerns About Bonds

While traders are focused on OPEC and the so-called Trump Trades in the near-term, we are focused on the bond market at the present time. Here are some of our primary concerns…

Trader pondering looking at screen

Has The “Great Rotation” Finally Begun?

Stocks have enjoyed a nice bounce since election day. On the other hand, bonds have stunk up the joint. This leaves many to ponder whether or not the great rotation out of bonds and into stocks has begun…

traders worried nyse

Indicator Review: The Trend is Your Friend, But…

With the S&P 500 having traded above its short-term moving average for 15 days now, the trend is clearly a friend to the bulls. However, the action in the bond market…

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Indicator Review: Neutral But Hopeful

The sloppy period leading up to the election took its toll on some of the big-picture models. However, the spirited post-election rebound has caused the trend and momentum indicators to turn green. And then when you mix in…

sideways stock chart

Indicator Review: What A Difference A Week Makes

Last week, we were talking about the fact that stocks were in a clearly defined downtrend and looking at how low the market indices could go. But after the surprise election result…

Traders Pointing to Screens

Bond Summary: Of Tightening, Tapering and Trump

While stocks are getting all the attention lately, the action in the bond market is causing experts to fret that a sea change is occurring. Instead of a tailwind for bond investors, the fear is…

Trader - What

Don’t Forget About The Bonds

While traders fell all over themselves getting into biotech, pharma, healthcare, infrastructure, defense, and infrastructure stocks, another part of the “Trump Trade” may have escaped your attention…

trump-victory

Surprise!

In what can only be described as an anti-establishment vote and the biggest U.S. election surprise in a generation, Donald Trump has won the White House. And since markets HATE surprise (and uncertainty)…

Wall Street Sign

Sometimes The Game Is Just Plain Hard

While it has been a frustrating time to be in the markets, it is important to remember that nobody said investing was easy. And with markets moving sideways to down…

Charts on screen

Indicator Review: Time To Get Fooled Again?

To be sure, our models have weakened over the two months. But given that weakness in the trend and momentum indicators haven’t been a harbinger of bad things to come for several years now…

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