Fri September 22

GRANNY SHOTS: September Super Granny update. 

WE WILL NOT BE HAVING AN ASSOCIATED WEBINAR FOR THE SEPTEMBER SUPER GRANNY UPDATE THIS MONTH.UPDATING 5 SUPER AND 5 SLEEPER GRANNIESCHARTBOOK LINKED ABOVE “Super Grannies” (long) and “Sleeper Grannies”...

Fri September 15

Japan’s NKY breaks out, while US Semiconductors & Homebuilders weaken

US EQUITY INDICES AND TREASURY YIELDS REMAIN QUITE CHOPPY, BUT THE WEAKNESS COINCIDING WITH YIELDS PUSHING UP STILL LOOKS TO EXTEND INTO NEXT WEEK.  TRENDS AND MOMENTUM ARE SHORT-TERM NEGATIVE,...

Tue September 12

Software pullback should prove short-lived within Technology

US EQUITY INDICES AND TREASURY YIELDS REMAIN QUITE CHOPPY, BUT THE PATH OF LEAST RESISTANCE REMAINS LOWER OVER THE FINAL COUPLE WEEKS OF SEPTEMBER.  TREASURY YIELDS LOOK LIKELY TO BREAK...

Mon September 11

Important week ahead, and we expect August CPI (9/13) of +0.20% core or less to further reduce odds of a Nov hike, a positive for equities. Even as UAW strike looms.

We discuss: An important week lies ahead, most notably August CPI on 9/13 but also $AAPL debut and potential UAW strike.  That said, we still view Sept as front-loaded on...

Sun September 10

VIDEO: Macro Minute: Important week ahead, and we expect August CPI (9/13) of +0.20% core or less to further reduce odds of a Nov hike, a positive for equities. Even as UAW strike looms.

We discuss: An important week lies ahead, most notably August CPI on 9/13 but also $AAPL debut and potential UAW strike.  That said, we still view Sept as front-loaded on...

Fri September 8

Cycles still show an immediate low might be premature

US EQUITY MARKETS REMAIN TRENDING LOWER AND A TEST OF AUGUST LOWS LOOKS INCREASINGLY LIKELY GIVEN THE ONGOING RESILIENCE IN TNX AND DXY.  S&P’s rally proved short-lived as September futures...

Fri September 8

Tough Open for September, but Broader Outlook Still Constructive

“In order to be big, you have to think big. If you think small, you're going to be small.” ~ Emeril Lagasse Good evening: The holiday-shortened trading week proved to...

Thu September 7

Increasing odds of a retest of August lows, which should prove temporary

US EQUITY MARKETS LOOK TO HAVE MADE SHORT-TERM LOWS NEAR INITIAL SUPPORT.  HOWEVER, A FEW TECHNICAL CONCERNS ARGUE FOR ANY BOUNCE TO PROVE SHORT-LIVED BEFORE A RETEST AND MINOR BREAK...

Wed September 6

Many Airlines look to be bottoming technically by next week

US EQUITY INDICES HAVE NOW WEAKENED FOR THE THIRD STRAIGHT SESSION AS TREASURY YIELDS HAVE PRESSED HIGHER;  AT PRESENT, YIELDS ARE NEARING A “DO-OR-DIE” AREA OF RESISTANCE, WHILE STOCKS ARE...

Wed August 9

Energy still strengthening, while Natural Gas has finally broken out

MARKETS HAVE ENTERED A WINDOW FOR POTENTIAL LOW WHICH LIKELY HAPPENS BETWEEN NOW AND EARLY NEXT WEEK.  US DOLLAR AND US TREASURY YIELDS LOOK TO BE ON THE VERGE OF...

Thu August 3

5 Reasons why Treasury Yields likely stall out into next week

MARKETS LOOK TO HAVE TURNED DOWN ON SCHEDULE.  HOWEVER, I SUSPECT THIS WON’T PROVE EASY FOR MARKET BEARS AND CYCLES SHOW A POTENTIAL TURN 8/7-8/9, WHICH I SUSPECT WILL BE...

Wed August 2

Initial SPX selloff likely bottoms by 8/8; Amazon, Apple analyzed

MARKETS LOOK TO HAVE TURNED DOWN ON SCHEDULE.  HOWEVER, I SUSPECT THIS WON’T PROVE EASY FOR MARKET BEARS, AND CYCLES SHOW A POTENTIAL TURN 8/7-8/9, WHICH I SUSPECT WILL BE...