跨境加速器官方网址-outline

What looks like a long-term breakout on the chart is not. The all-time-high on September 26th, 2011, was $185.85 for the GLD ETF. Today’s trade was close to $185.85 but as of 1 pm central time, it doesn’t look like … Continued

跨境加速器官方网址-outline

Led Zeppelin’s great tune notwithstanding, the SP 500 earnings patterns for Q3, Q4 ’20 and into early 2021 remain positive. The “forward 4 -quarter” estimate actually rose for the third week in a row this week, when in normal times … Continued

跨境加速器官方网址-outline

The name of the bond market game since Covid-19 hit, if it can be summarized in one sentence, is that “credit spread assets continue to make sense”.   This graph from PIMCO was in their asset allocation outlook held for … Continued

跨境加速器官方网址-outline

The “outside reversal day” on Monday, July 13th, 2024 for the Nasdaq 100 still looms large as we approach Q2 ’20 earnings season for the Tech sector. Even Barron’s had a little note on it Friday, saying, “In fact there … Continued

跨境加速器官方网址-outline

The “forward 4-qtr” estimate actually moved higher this week versus last week, coming in at $143.25 versus $142.98 from last week. This covers the period, Q3 ’20 through Q2 ’21. The big change looking at IBES by Refinitiv’s “Earnings Scorecard” … Continued

跨境加速器官方网址-outline

Great post by Gary Morrow (@garysmorrow) on the positive outside day day in the Dow 30 today, versus the downside outside day yesterday in the Nasdaq 100, a very ominous sign. The expectation was we’d see more selling in the … Continued

跨境加速器官方网址-outline

Jeff Miller published a timely article over at www.dashofinsight.com this weekend. Jeff wondered aloud if it was time to do some hedging, and it was the right question given today’s action. This blog’s article from last week – “Planning Ahead … Continued

跨境加速器官方网址-outline

It was tempting to ask in the headline whether readers were looking for the “over” or “under” on Q2 ’20 SP 500 earnings this quarter ? My own bias coming into Q2 ’20 given the very low expectations, is that … Continued

跨境加速器官方网址-outline

Big week for Financial stocks nect week, so if there are changes to come in forward SP 500  earnings estimates, it will likely start beginning Monday or Tuesday, July 13th or 14th, 2024. For now though, and to get an … Continued

Planning Ahead for a “March, 2000” Moment and Top 10 Holdings as of June 30 ’20

As the mainstream business media like CNBC and Bloomberg keep pointing out, the similarities to today’s SP 500 and the late 1990’s are unmistakable: the incredible out-performance of Tech as the top SP 500 weight, the vortex it has created … Continued