Ideas
Our observations, insights and news from the investment world
- 5.03.2018
- Categories: Analytics
- Tags: market review, market trends
All the major equity markets saw massive selling in the beginning of February. Correlation between all asset classes rose sharply, as usual during market corrections, making it difficult to find shelter from the retreat. Combined with the unwinding of the short volatility trade which was so popular for the last few years, interest rate fears …
With the US Fed widely expected to raise interest rates several times in 2018, we get many questions about how to take a position that could benefit from the rate hikes using low cost ETFs. The ProShares UltraShort 20+ Year Treasury (TBT) stands out as a good idea. As bond prices and interest rates are …
- 12.02.2018
- Categories: Analytics
- Tags: developed markets, emerging markets, market review, market trends
All the major equity markets saw extended bullish action from December lows. This continued through most of January, with only the last few days showing some weakness. The strength of the SPY really picked up in the second half of the month. The end of the month selling was weakest in the SPY. Mid-Cap US …
We are way overbought. We are recommending our active trading clients to go to at least 50% cash or preferably higher. We are not saying this because we fear a significant downturn in the market. There is not much risk to see in strong economic data and geopolitical risks are rather muted at this point. …
The year ended strongly for the world’s equity markets and commodities. The strength in non-US markets was exceptional. Commodities finally came back to life after months of listlessness. The S&P 500 strengthened in the first part of the month, and then traded sideways for the last two weeks. The last three months have been very …
The S&P 500 closed positive for eight consecutive months in November. The index gained nearly 3% in November, and is now higher by more than 18% in price-only returns in the first 11-months of 2017. More significantly, S&P 500 has now increased 13 consecutive calendar months when including dividends. Since 1970, eight-month price-only winning streaks …
In October, large and medium sized companies outperformed smaller companies, after underperforming them in September. A strong performance from technology companies led the outperformance. SPY and MDY remain extended far above their medium and long term moving averages. The US market will likely have to either pullback in November or at least pause for a …
- 18.10.2017
- Categories: Analytics
- Tags: market trends
The funds can bet on rising or falling prices, and have a low correlation with stocks or bonds Taken as a group, managed futures mutual funds have been wretched over the past five years. But the category has some strong performers, and if you’re looking for an unloved area due for a turn, managed futures …
Managed futures funds have fared poorly, but could shine in a market downturn Read More »
The third quarter ended with the 50th new high for the S&P 500 of the year as the bull market in US stocks continues. The S&P 500 increased by more than 4% during the quarter – its eighth straight quarter of gains. Real volatility has shrunken to record lows also, as CBOE Volatility Index (VIX) …
- 7.08.2015
- Categories: Analytics
- Tags: bonds, germany, market review, market trends, usa
Overview Stocks around the world rebounded last week, with the U.S. taking the lead. Investors should be aware, however, that the good times may not last for long. Although last week featured more evidence that U.S. companies are able to beat diminished earnings expectations, several other developments argue for caution. Notably, estimates for growth have …