• December 15, 2024

First Comes the Fed, Then Santa: How We Are Trading the Markets Into Year-End

First Comes The Fed, Then Santa Last week , we discussed that the risk to the markets was the annual portfolio rebalancing process. To wit: ...

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• December 15, 2024

‘Embrace the Expanding Bubble’ - Until When?

INTERVIEW In a fascinating and wide-ranging interview, Russell Napier tells The Market, “In order to do well in the big structural change that I see coming, you have to be radical in...

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• December 15, 2024

Roaring 2020s Tour Deep in the Heart of Texas

Taylor Swift’s “The Eras Tour” ended yesterday in Vancouver. The extraordinary singer started this sixth concert tour in Glendale, Arizona on March 17, 2023. The tour consisted of 149 shows spann...

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• December 15, 2024

USD/JPY, Nikkei 225: Yen Slides, Equities Eye Breakout on Rising US Yields

USD/JPY hits fresh highs as US yields spike Yen weakness push Nikkei 225 futures towards key resistance Fed and BoJ rate decisions on Wednesday and Thursday respectively ...

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• December 15, 2024

From Inflation Fears to Nasdaq Strenght: What’s Next for the Market?

From my last Daily: “But, unless the market continues to broaden, we can almost take the Mag 7 stocks outperforming as a lack of confidence. Unless small caps can deli...

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• December 15, 2024

Markets Weekly Outlook – Will Fed Rate Cut and BoJ Decision Spur Volatility?

Markets had a volatile week, with US 100 (Nasdaq 100) reaching new highs and a strong likelihood of a Fed rate cut next week. Major central bank meetings dominate the week ahead. ...

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• December 14, 2024

1 Stock to Buy, 1 Stock to Sell This Week: Micron, Nike

• Fed rate cut, FOMC dot-plot, Powell comments will be in focus this week. • Micron offers significant upside potential backed by robust earnings growth and strong demand for its AI-related...

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• December 13, 2024

Rebalancing Frenzy May Be the Next Threat to an Overheated Stock Market

While analysts are currently very optimistic about the market, the combined risk of high valuations and the need to rebalance portfolios in the short term may pose an unanticipated threat. ...

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• December 12, 2024

S&P E-mini Minor Reversal Likely

S&P Emini market analysis Emini daily chart The S&P 500 Emini formed a bear bar closing on its low yesterday. The Bears want a double top with the Dec...

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• December 12, 2024

The Energy Report: It’s Lights Out In Europe

Unplanned power outages in Europe today are raising the alarm that the major energy crisis in the continent may be under way. Europe has mainly avoided some of the worst-case scenarios the last t...

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