Every 6 weeks the goal is to give readers an update into the various “style box” strategies (large-cap, mid-cap, small-cap, value, growth, etc.) and year-to-date as of Friday, February 16th, 2018, 2018 has started just where 2017 left off … Continued
Two items read this week, were a little worrisome: 1.) Liz Ann Sonders, Schwab’s great strategist, posted this to Twitter on Thursday: During most of this secular bull market, sentiment has been a mixed bag with the AAII data … Continued
Good chart from Chris Kimble’s technical analysis service. The sustained dollar weakness has been one of the surprises to 2017. I cant help but think at least some of it has to do with the inability of Treasury yields to … Continued
2019 est: +10% 2018 est: +12% 2017 est: +11% 2016: +1% 2015: -1% 2014: +8% 2013: +6% 2012 +6% 2011:+15% 2010 +40% This blog may be out with a few sector updates over the weekend (or maybe not) but tonight’s … Continued
B_I_G_Tips_-_It_s_About_Time_-_Equities_Overtake_Treasuries (4) This blog has written many times about Bespoke’s quality research and this week Bespoke and Paul Hickey and his staff proved it once again with the above graph. The SP 500’s current bull market is 8 years old, … Continued
Having never owned the Emerging Markets (EM’s) in any form or fashion in the 1990’s and then staying out of the asset class between 2001 – 2007 given all the money that flowed into the asset class after Technology collapsed, … Continued
95 of the Sp 500 companies have reported Q1 ’17 earnings as of Friday, April 21, ’17 per Thomson Reuters I/B/E/S. By the end of this coming week, April 28, ’17, about half the SP 500 will have reported their … Continued
With Schlumberger’s (SLB) report Friday morning, the Energy sector weighting was reduced by selling the OIH. Despite very easy compare’s to Q1 ’16’s $28 – $30 crude oil nadir, there was very little “upside surprise” to the report and forward … Continued
In 2016, Technology didn’t do very well with the Nasdaq up 6% – 7% when looking at the full-year returns of the Nasdaq Comp and the Nasdaq 100, as the SP 500 rose 11.9% last year and the Russell rose … Continued
It was one year ago almost exactly the SP 500 was in the midst of a powerful rally, after the China yuan devaluation, that started late July, 2015. The rally started on “nonfarm payroll Friday” in early October ’15, with … Continued