Kenny’s Commentary in Barron’s…Oscillation
Make Up Your Mind, Already: Inside the Stock Market’s Indecisive Week: “When in doubt, trade away.” By Ben Levisohn Oct. 16, 2020 By all appearances, investors can’t decide what they […]
Make Up Your Mind, Already: Inside the Stock Market’s Indecisive Week: “When in doubt, trade away.” By Ben Levisohn Oct. 16, 2020 By all appearances, investors can’t decide what they […]
U.S. equity markets posted a solid performance last week. The Nasdaq composite once again led the charge, posting a gain of 3.39% for the week. The S&P 500 gained 110.85 […]
As equity markets continue to trade higher – fueled by momentum, improving economic data, and better-than-expected earnings, the urge to sell into this trade higher is undeniable. The leaders in […]
Investors in US equities have been handsomely rewarded since late March – particularly those with overweight exposure to large cap tech specifically, and the Nasdaq more generally speaking. The robust […]
The primary theme in last week’s note was that the Nasdaq’s outperformance to the upside, relative to the Dow and S&P 500 since our March 23rd bottom, was likely to […]
Though we closed out last week’s trading with a directionless and rather uneventful session on Friday, for the week, the Dow Industrials gained a healthy 2.3%, and in the process […]
US equity markets continued their trade higher last week, and on Thursday in particular, received a bump higher due to a significantly stronger-than-expected June Employment Report. Nonfarm payrolls (I) were […]
After a turbulent week, we opened on Friday with equity markets trading sharply lower only to see institutional buyers step in to take advantage of the steep intraday discounts. As […]
Despite a relentless drumbeat of dire economic data releases again last week (ADP, Employment Report et. al.), markets moved sharply higher. Given the economic backdrop we find ourselves mired in, […]
International trade data for March is released Tuesday at 8:30 am. Econoday consensus is calling for March’s reading to be $-44.0 B. February’s results were $-39.9 B. Also on Tuesday, […]