Tag Archives: SP 500

The Markets Into The Emptiness

The equity market spent the month of May in the void, it didn’t go up and didn’t go down either.  But underneath the surface, the market has been correcting the excesses in different sectors since January 2021.  Now the last sector left to be corrected is the re-opening stocks. The peak of the everything is priced in for a perfect re-opening. 

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Can You Trust The Bounce?

The market bounced back strongly last Thursday and Friday.  Can you trust the bounce?  Yes, we believe this bounce is trustworthy and indeed a good buying opportunity.  The bullish fundamentals (monetary and fiscal polices) have not changed.  Yes, there are scary talks about inflation, but the real inflation is not here yet.

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The Stock Market Cycles Are Working Without a Hitch

The stock market cycles are working quietly without a hitch while the media is talking up a storm about interest rates, the Fed, inflation and growth value rotation, etc..  It’s very confusing to figure out the effects from all the different variables on the stock market.  The cycle analysis makes it simple as we don’t pay much attention

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Market Correction Excuses

Despite the NASDAQ finding a bottom near its 30-week moving average in early March, it continues to be the weak index among the DOW and S&P 500.  The 10-year treasury yield has made a higher high since early March, yet the NASDAQ hasn’t made a lower low.  So the rising rates scare is only part of the excuses for this selloff.

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Inflation and Tech Stocks

There are a lot of chatters about the coming inflation and higher interest rates as the reasons for the recent NASDAQ selloff.  Wall Street has been talking about the rotation from high priced growth stocks into value stocks which are cyclical and more closely connected to the state of the economy.  

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