Under The Pressure of Tariffs: Trump, Powell, and Markets All Agree On This…
Last week, the news flow around tariffs rocked the markets like small craft in stormy seas, and the end result has become an uncomfortable trend. The SPY closed with the worst 3-week slide since Dec 2022. This makes it the worst 3-week slide of the current bull market. At the low for the week and
Under The Pressure of Tariffs: Trump, Powell, and Markets All Agree On This…
Last week, the news flow around tariffs rocked the markets like small craft in stormy seas, and the end result has become an uncomfortable trend. The SPY closed with the worst 3-week slide since Dec 2022. This makes it the worst 3-week slide of the current bull market. At the low for the week and
This May Be Worse Than Inflation
Last week the market said that it has a new #1 concern, and it’s not inflation. It is, however, one of the most effective remedies for inflation, but also one of the least popular among consumers and investors. Fortunately, the Fed may be able to lend a helping hand here should the situation get serious.
Storm Clouds And Lightning Strikes Are Rolling In Over U.S. Stocks
Please jump right into the Big View bullets and weekly video. Due to travel there will not be Outlook commentary this week. Every week we review the big picture of the market’s technical condition as seen through the lens of our Big View data charts. The bullets provide a quick summary organized
Storm Clouds And Lightning Strikes Are Rolling In Over U.S. Stocks
Please jump right into the Big View bullets and weekly video. Due to travel there will not be Outlook commentary this week. Every week we review the big picture of the market’s technical condition as seen through the lens of our Big View data charts. The bullets provide a quick summary organized
China, Gold, Momentum Lead,
but Surprisingly Savvy Investors Turn Bearish
Momentum stocks are leading the market higher, but this is much different leadership than what elevated the market in 2024. For example, the markets are at all-time highs, and “Risk Off” sectors (XLV, XLU, XLP) are outperforming “Risk On” sectors (XLY, XLK, XLC), and the “Cyclical” sectors (XLI, XLB, XLE) are outperforming both Risk Off