AAII Asset Allocation Survey – Deploy the Cash… (or not?)
Equity allocations have surged to a 2-year high.Cash allocations have dropped to the bottom end of the range.(yet) cash *levels* have not changed much...
Inflation: Making The Complex, Simple
The quarterback signals for the Y receiver in the trips formation to shift left toward the right tackle. At the same time, the running...
Can The Transportation Sector (IYT) Hold Up Stock Market?
The FOMC Minutes report released Wednesday stated little to no change. Interest rates will stay low until 2023 and the monthly $120-Billion bond buying program...
How Much Upside Is There For U.S. Equity Markets?
The major U.S. stock market indices are seeing strong upside momentum, especially in the Nasdaq Composite and S&P 500 Index.
We are seeing a subdued...
Commodities SellOff Not Over, Look For Another Move Lower
Commodities look to have one more leg lower before any bottom is formed.
While the multi-day pullback in the US Dollar has resulted in a...
Has the Stock Market Run Up Too Quickly?
Monday, we talked about the momentum in the Transportation (IYT) and Semiconductors (SMH) sectors, which showed strength when compared to the Russell 2000 (IWM).
Tuesday,...
U.S. Stock Market Trends Remain Positive As Buying Continues
It was a mixed day for the major U.S. stock market indices. The S&P 500 Index traded in a tighter range, finishing the day...
Stock Market Cycles Update: Bullish Indicators Rising
Despite the rise of variants, higher yields and structural wobbles in pockets of the market (GameStop + possibly the largest margin call in history),...
Why the Transportation ETF (IYT) and Semiconductors ETF (SMH) Have Hidden Strength
The Semiconductor Sector ETF (SMH) and Transportation Sector ETF (IYT) are the strongest ETFs in our Economic Modern Family that we monitor and trade....
Commodities Bulls Hope US Dollar Peaks Here!
The US Dollar has received a fair amount of attention over the past year, as pandemic-spurred government stimulus and assistance programs and a softer...
