Tue December 5, 2023

AAPL strength helpful to markets despite all 11 sectors lower

NEAR-TERM TRENDS FOR US EQUITIES AND TREASURIES SEEM TO BE AT RESISTANCE, WHILE THE US DOLLAR INDEX HAS BEGUN TO RALLY.  A MAJORITY OF THE MAJOR SECTORS ARE ALSO NOW...

Fri November 3, 2023

Case for "baby rally" to continue strengthened this week. But October jobs report key (Friday)

We discuss: how there are multiple reasons to believe this baby rally is gaining strength.  Foremost is a Fed which is beginning to be forward looking.  But there are structural...

Tue October 24, 2023

Tech remains quite strong vs. SPX despite some mixed results

QQQ, DJIA AND SPX ARE RIGHT AT OCTOBER LOWS, AND SHOULD ATTEMPT TO MAKE A STAND THIS WEEK.  HOWEVER, THIS LIKELY DOES DEPEND ON STELLAR TECHNOLOGY EARNINGS ALONG WITH A...

Mon October 23, 2023

Can Large-Cap Technology earnings save the Stock market?

QQQ, DJIA AND SPX ARE RIGHT AT OCTOBER LOWS, AND SHOULD ATTEMPT TO MAKE A STAND THIS WEEK, I BELIEVE.  HOWEVER, THIS LIKELY DOES DEPEND ON A LARGER ROLLING OVER...

Thu October 12, 2023

“Backing and Filling” has begun following first runup off Oct lows

US EQUITY MARKETS TECHNICALLY LOOK TO HAVE BOTTOMED AND ARE SLOWLY PROGRESSING OFF EARLY OCTOBER LOWS.  BOTH US DOLLAR ALONG WITH TREASURY YIELDS HAVE BACKED OFF IN RECENT DAYS FOLLOWING...

Wed October 11, 2023

Fed-speak unwinding hawkish ripples since Sept FOMC. Adding case for a downturn in yields = P/E expansion ahead = supports YE rally

We discuss: how 10-yr yields are running out of reasons to rise at a time when Fed-speak has distinctively turned dovish.  And P/E multiples for stocks are just not that...

Thu September 28, 2023

“Baby Steps”-Encouraging progress, but patience likely needed into next week

I apologize for the technical difficulties in my video being sent out yesterday. Yesterday's recording is linked HERE for those that are interested. https://vimeo. com/869333912/cfa8ad52c4? share=copy US EQUITY MARKETS ARE...

Fri September 22, 2023

GRANNY SHOTS: September Super Granny update. 

WE WILL NOT BE HAVING AN ASSOCIATED WEBINAR FOR THE SEPTEMBER SUPER GRANNY UPDATE THIS MONTH.UPDATING 5 SUPER AND 5 SLEEPER GRANNIESCHARTBOOK LINKED ABOVE “Super Grannies” (long) and “Sleeper Grannies”...

Fri September 15, 2023

Japan’s NKY breaks out, while US Semiconductors & Homebuilders weaken

US EQUITY INDICES AND TREASURY YIELDS REMAIN QUITE CHOPPY, BUT THE WEAKNESS COINCIDING WITH YIELDS PUSHING UP STILL LOOKS TO EXTEND INTO NEXT WEEK.  TRENDS AND MOMENTUM ARE SHORT-TERM NEGATIVE,...

Tue September 12, 2023

Software pullback should prove short-lived within Technology

US EQUITY INDICES AND TREASURY YIELDS REMAIN QUITE CHOPPY, BUT THE PATH OF LEAST RESISTANCE REMAINS LOWER OVER THE FINAL COUPLE WEEKS OF SEPTEMBER.  TREASURY YIELDS LOOK LIKELY TO BREAK...

Mon September 11, 2023

Important week ahead, and we expect August CPI (9/13) of +0.20% core or less to further reduce odds of a Nov hike, a positive for equities. Even as UAW strike looms.

We discuss: An important week lies ahead, most notably August CPI on 9/13 but also $AAPL debut and potential UAW strike.  That said, we still view Sept as front-loaded on...

Sun September 10, 2023

VIDEO: Macro Minute: Important week ahead, and we expect August CPI (9/13) of +0.20% core or less to further reduce odds of a Nov hike, a positive for equities. Even as UAW strike looms.

We discuss: An important week lies ahead, most notably August CPI on 9/13 but also $AAPL debut and potential UAW strike.  That said, we still view Sept as front-loaded on...