First the weekly chart of the UUP: Curious as to how the UUP acted in 2016 and then before President Obama was re-elected in 2012, the UUP bottomed almost exactly 4 years ago, during the week of August 23rd, … Continued
This Bespoke graph from the July 2, 2020 weekly Bespoke Report, shows the SP 500 having it’s best 100-day return since 1933. The bull / bear debate requires a separate post, but this set-up is actually a little bearish … Continued
Looking at the carnage today, the one aspect of the trade that stood out was the lack of damage to the two emerging markets ETF’s, VWO and EEM. The VWO fell -0,30% today and the EEM, fell 19 bp’s, far … Continued
While the sell decision is usually one of the more “opaque” and uncertain decisions a portfolio manager can make, (and I can see why some use technical analysis to make that decision for them), the other tough aspect to investing … Continued
Not one but two charts this week caught the eye, the first being the bottom chart which shows “relative P.E’s” of the US vs Emerging Markets, from JP Morgan. Not being a big fan of the “relative” valuation … Continued