Daily State of the Markets
What Do The Cycles Say About 2017?
Call it the "Trump Trade," the "Trump Bump," the "reflation allocation," or whatever you'd like, but since November 9th, it is safe to say that traders have been looking ahead to better days. And by now, everyone knows the bullet points of the bull argument which include lower taxes, less…
Alts Are Really Alternatives To...
With the market continuing to trade sideways in a very tight range, this looks to be as good a time as any to finish up our review of alternative investing strategies and how they should be employed in one's portfolios.
So far, we've established that there are two categories of "a…
Some Weakness Creeping Into The Indicators
Good Monday morning and welcome back to the land of blinking screens. After a whirlwind weekend of planes, trains, and automobiles in the Midwest - where we spent the majority of the time successfully dodging ice storms (still can't believe the plan actually worked!) - I have returned to …
Alternatives As a Bear Market Protection Plan
While the NASDAQ index has continued to march higher in recent days and closed at another new all-time high yesterday, the rest of the major indices appear to remain stuck in a sideways trading range. And with the earnings parade about to begin and another troubled Italian bank trying to …
Alternatives: Exploration of Investing's Final Frontier
With stocks appearing to be entrenched in yet another consolidation phase, I thought it might be good to spend our time together this morning exploring one of the great debates in the financial services business at this time - alternative investments.
To be sure, the use of altern…
Time To Sit Up And Take Notice?
Good Monday morning and welcome back! Stocks have begun the new calendar year following the traditional script with the S&P 500 and NASDAQ finishing the week at fresh all-time highs. However, the DJIA can't seem to muster the energy to push through the purportedly important 20,000 bar…
Buy The Rumor, Sell The News, And...
As expected, the Fed announced that the Fed Funds Rate, the Discount Rate, and the rate paid on funds on deposit at the Federal Reserve bank all increased yesterday. As expected, each was bumped up by 25 basis points (aka 0.25%), putting the median target for Fed Funds at 0.625%. As expec…
Good News is Good Again!
Don't look now fans, but good news appears to be good news again. And for investors trying to make sense of Ms. Market's game, this is also a good thing.
For years, investors have had to endure the concept of bad economic news being good for stock prices and vice versa. This seemi…
Is This For Real, Or...
In the old days, when a stock or a market index broke out of a trading range accompanied by some "oomph," it was good thing. In fact, such an event was considered to be a strong signal that the move would continue and that it was time to jump on board the bull train. "Buy high, sell highe…
Year-End Romp, But...
Good Monday morning and welcome back to the land of blinking screens. With the Fed meeting on tap this week and traders possibly on hold until then, let's start the week with a review of our major stock market indicators. The goal of this exercise is to set aside our subjective views of w…