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Intermarket Chart Attack: Some Things are Really Broken

Intermarket Chart Attack: Some Things are Really Broken

In follow up to my newsletter last week –Intermarket Chart Attack: Something Is Broken – I wanted to detail what I present to those in my Live Trading Room daily as my ‘roadmap’ for market action – both near term and further out. I warn you now: some of these charts are very geeky but […]

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Gold At An Inflection Point

Gold At An Inflection Point

Sometimes commodity. Sometimes currency. Sometimes hedge on Central Bank distrust. Sometimes outright fear trade. Sometimes hedge on inflation. Sometimes alternative store of value during deflation. Gold is also now a beneficiary of negative interest rates and...
Intermarket Chart Attack: Something Is Broken

Intermarket Chart Attack: Something Is Broken

I warn you now: some of these charts are very geeky. For those who do employ Intermarket Analysis in your market views, feel free to reach out to me to discuss if you have another perspective to offer: samantha@laductrading.com. I welcome the exchange. Market Thoughts We Had The Rollover as I wrote about Tuesday morning. You […]

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Playing An Oversold Bounce

Playing An Oversold Bounce

Market is still BROKEN but here’s why an oversold bounce makes sense to me: Gold ‘should’ pullback and SPX bounce if this resistance means anything. Thinking ‘head fake’… SPX pretty oversold or getting close Has proven to be a nice...
My Volatility Watch May Be One In The Same With My Recession Watch

My Volatility Watch May Be One In The Same With My Recession Watch

I have written before that stocks historically come under pressure seasonally from mid-July into the Fall. And they are. Add to that lackluster earnings and a market hell-bent on Fed cutting rates “or else” and we have the perfect backdrop to be skiddish. But man, my timing for that article last month didn’t suck: I […]

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Value is the Next Growth

Value is the Next Growth

Tech is Overbought. Value is Oversold. Check out these charts to see what I mean: Value stocks haven’t traded this cheap to growth since the DOJ went after Microsoft in the late 1990s. Today the DOJ went after Facebook, Google and Amazon. Lawrence McDonald A measure of value vs growth stocks across developed markets just […]

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Where US Rates Look To Be Going. And It’s Not To Zero.

Where US Rates Look To Be Going. And It’s Not To Zero.

There is a 1:4 chance Fed cuts 50bps. Despite Powell being loathe to cut, he has already signaled Fed will cut. The shock would be if they don’t. The shock and awe would be if they cut 50bps. I think they go for it: 50 bps. And here’s why: They need to jump-start reflation. Also, […]

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US Dollar Makes the Weather

US Dollar Makes the Weather

Macro Matters Big deficits and looser monetary policy are negative USD, but as long as Currency-hedged US Treasury Yields remain negative then the USD is not weakened significantly. And that is in part why ECB, BOJ et al keep doing it – keep range-bound USD in good shape for stocks. Higher USD is emerging market […]

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Gone Fishing Newsletter: The Week Ahead – July 22 – 27

Gone Fishing Newsletter: The Week Ahead – July 22 – 27

To catch you up on Last Week’s Fishing Lessons / Daily Weather Reports: Friday: Market Thoughts: Oil About To Get Busy? Thursday: Market Thoughts: Let’s Talk About Gold Wednesday: Market Thoughts: Silver and Gold Are The New VIX Tuesday: Market Thoughts: Two Acts Running On The Same Main Stage Monday: Market Thoughts: As Good As […]

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Fishing Idea: SNAP

Fishing Idea: SNAP

The following is taken from “Snacks” by Robinhood which partially inspired this Fishing Idea: SNAP Something happened over Spring Break… Snapchat changed. Parent company Snap shares have nearly tripled since February, driven by analysts upgrading their price targets for the stock. And that’s been driven by Snapchat strengthening — and then flexing — the two biceps of tech apps: growth […]

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Gone Fishing Newsletter – Breaking Records

Gone Fishing Newsletter – Breaking Records

Breaking Records And I’m not even talking about the S&P, which is also at All Time Highs… It’s official: U.S. ECONOMIC EXPANSION has entered its 121st month, becoming the longest on record, and surpassing the long boom of 120 months in the 1990s: But Divergences Are Growing U.S. MANUFACTURING survey responses over the last nine […]

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Guest Captain Commentary: Bitcoin Teed Up

Guest Captain Commentary: Bitcoin Teed Up

Tony Greer is Captain at TG Macro LLC, frequent RealVision Contributor, disarmingly funny writer as well as veteran stock trader. I read his delightful “Morning Navigator” every morning for ideas and for the smiles! Here’s an example of why:  Bitcoin...
The Week Ahead: June 24-28

The Week Ahead: June 24-28

Market Thoughts – Last Week While away from my trading desk last week, the Fed confirmed a stronger case for rate cuts and SPX ran to new all-time highs. This is not a surprise given it was Quad Witching Expiration and 26 out of the 29 last quad witching cycles...