Waiting for the Seasonal sell signal in the NASDAQ, other sector trades come to and end in June. Gearing up for a sideways market is the plan now, until the strong months again come later this year.
Valuations are compelling in Emerging Markets, but momentum is weak. Seasonally, June is weak. Gold and silver show strength against dollar weakness.
‘Sell in May’ critics are running wild this year. Meanwhile, bearish trends are usually strong in the next six months. Historically, these months warrant caution.
Black Friday Sales are expected to be dominated by online shopping with overall sales increasing by 5% from 2019. Is this a low estimate?
Biotech and Solar ETFs breakout, while gold broke down this week.
Investors focused on dividends have completely missed the opportunities in growth stocks during the last 10 years. Will the USD fall in 2021, giving rise to non-US assets?
As US elections approach we take a look at how election results move markets. We go through 10 lessons for all investors who are nervous going into the elections. History shows that there is nothing to be afraid of except uncertainty. Markets look bullish for October based on the AAII Investors Sentiment Survey and several Read more ➝
We take a first glance at Bank of America research on which sectors will benefit under the four possible election results in the US. Meanwhile, US sector rotation is visible. Investors are moving from technology to industrials. Emerging markets are holding up, also. Gold and Silver are flat. Barron’s highlights the possibility of Japan and Read more ➝
Today we look at Ruble softness along with emerging market weakness in August. Turkey’s issues are highlighted. USD strength pressures a rebound in gold. Market indicators get more bearish. September seasonality is discussed.
Friday Investment Talk: Gaming Companies and TAM, Momentum Stock Sell Off, Hedging with ETFs, Natural Gas and Gazprom
We cover everything from gaming market size to natural gas prices. We even give a glimpse of some of the research tools we use to find secor based ETFs. Momentum stocks and hedging ideas are also tossed around in this week’s short session.
July and the second half of the year have started off consistent with historical trends and patterns. The first trading day was mostly positive with S&P 500 and NASDAQ recording gains. However, July has historically been a month of transition with gains early and weakness in the second half. Meanwhile, three seasonal tredns start in July.