This week we talk about IPOs, Brexit and its effect on the GBP and markets, and the volaitility increase in the QQQS.
While bonds yields are hopelessly low, managers look for yield in stocks. Seasonality is turning bullish and market breadth is increasing.
A leading sports betting stock has come on hard times, as NFL teams are contracting COVID. But earnings are coming soon. Its to early to count this one stock out.
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 ➝
After five straight monthly gains, the US stock market finally came under pressure in September. The NASDAQ hit the ‘correction level’ of a 10% slide. Markets have rebounded, but October is usually weak. Patience is needed for entry into the seasonally positive part of the year.
We highlighted in various webinars and last weeks FIT that MedTech is a strong sector currently. We review a trade idea in that sector.
Oil and the energy sector have been beat up in September. Is there value there? Meanwhile, healthcare is being reviatalized. The tech sell off may be over for awhile, as markets show signs of being oversold.
Two companies compete in a large and growing diabetes market in the US. New technology brings a complementary, yet competitive product to the market that is gaining market share. Is a take over opportunity coming?
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 ➝
Several trade ideas are presented in this paper. These are shorter term trading ideas for swing traders.