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growth

The minor snapback Wednesday wasn’t unexpected given historical data concerning trading activity directly following a 4% decline.  However, Tuesday’s huge downdraft looks to have paved the way for an upcoming break of September lows which should occur over the next 2-3 weeks.  Volume was concentrated...

Growth likely to weaken further into early Oct vs Value
  • First Word
August 1

Consensus still looking for a recession and S&P 500 3,100 or lower but US tracking for a "growth scare" -- July CPI could fall to lowest rate since January 2021...

Over the past month, bond markets have drastically reduced their expectations for Fed tightening. This is evidenced by looking at Fed futures below:after June FOMC, markets saw Fed funds (mid-point) peaking at 3.81% in April 2023post July FOMC, markets now see Fed funds peaking at 3.28% in January 202353bp less...

Growth, FAANG holding up as washout nears capitulation

SPX about-face has taken prices to right above key intermediate-term support  FAANG stocks like AMZN, NFLX, MSFT, AAPL have begun to outperformGrowth has held up over May lows vs. Value and has shown better relative strength   https://youtu. be/xyBfuualZy4 The immediate about-face into Thursday has now brought prices down to...

Growth breaking out vs Value

QQQ starting to kick into gear and outperform SPX as Technology outperforms.Growth has broken out of 2-month downtrends vs Value which is a positive.SPX pullback of 20% into May 20th fits in near the average drawdowns of mid-term election years and of 20-, 60-year cycles, which were down 25-30%. https://youtu....

Treachery Is Fully Evident Markets, But Risk-Reward Is Looking Attractive for Growth Stocks

It's been very painful and I think it's clear that not only are equity markets nervous and edgy, but they're hyper, hyper sensitive to inflationary data. Whether it's FOMC meeting or even today's payroll numbers, it's really about getting some comfort that inflation is breaking. From our perspective, it's been...

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  • Deep Research
November 23, 2021

MaiCoin: A full-suite compliant exchange poised for growth

Founded in 2013, Modernity Financial Holdings Ltd. (“MaiCoin,” or the “Company”) is a leading cryptocurrency exchange in Taiwan. The Company offers brokerage services through MaiCoin, wallet and exchange services via MaiCoin Max, and merchant services to retail and institutional clients through AMIS Technologies. MaiCoin also owns a minority stake in...

“FANG” strength buoys Growth trade, while Yield curve flattening drives down Financials

Technical Strategy Video (Recorded Wednesday, October 27th): https://vimeo. com/639724804/684de03102 Stalling out for market has given way to minor consolidation, while Technology and Growth trade outperform with “FAANG” outperformanceTreasury yield breakdown looks important, particularly on the long end, which resulted in Financials underperformingBreakout in Solar Energy makes this sub-sector one...

Markets Shake Off Growth Scare Thursday and Close at ATHs

SUMMARY - S&P 500 closes at another all-time high of 4,369.55, up from 4,352.34 last week. The DJIA closed slightly below the 52 week high it hit in May, and the Nasdaq sat similarly. - The path to all-time highs was marked by volatility and a major "growth-scare" on Thursday...

Markets Shake Off Growth Scare Thursday and Close at ATHs

SUMMARY - S&P 500 closes at another all-time high of 4,369.55, up from 4,352.34 last week. The DJIA closed slightly below the 52 week high it hit in May, and the Nasdaq sat similarly. - The path to all-time highs was marked by volatility and a major "growth-scare" on Thursday...

  • Signal from Noise
May 21, 2021

CME Group’s History of Growth and Durable Advantage Not Going Away Any Time Soon

CME is an exceedingly complicated business to understand in some ways but also a simple one. It is at the forefront of risk management and mitigation and a volume-based business that is highly correlated to economic and commodity cycles. While it has an impressive Market Data division that is growing,...

  • First Word
April 7, 2021

COVID-19 UPDATE: CA set to re-open by June 15th, suggesting entire USA will be open by then. Rates > ISM for Epicenter trade. Institutions might be buying these 12 Growth stocks disguised as "Epicenter"

In fact, even the upturn in "prime age" Americans also argues for CPI or inflation to rise.  Since 1935, there seems to be a casual relationship between this growth of the cohort and CPI. - and if true in today's context, inflation should be rising over the next decade _STRATEGY:...