In follow up to Samantha’s YT video last week… https://youtu.be/wjd4Asuf3zw “Everyone into the ARKK – Nasdaq Rotation” Here’s an update on ALL THINGS $ARKK Top Ten Holdings: $ROKU, $Z, $SHOP, $TLWO, $TSLA, $SPOT, $TDOC, $ZM… Bonus levels for $QQQ $AAPL $AMZN… even $RBLX $ZM + $DOCU! ##### Catch our replay and remember to SUBSCRIBE to […]
Samantha was recently asked to present her 2021 “Look Ahead” for StockChartsTV CHARTING FORWARD 2021, “a yearly market outlook special featuring technical analysis icons Tony Dwyer, Rick Bensignor, Samantha LaDuc, Mary Ellen McGonagle, Craig Johnson and Gina Martin Adams.” UNLOCKED: Gone Fishing Newsletter: 2021 Predictions: Gone Fishing Newsletter: 2021 Predictions ________________________________________________________________ Come Fishing With Us: […]
Clients know I see mortgage stress in the Commercial but also Residential mortgage market to be 1 of the top 5 risks lurking under the market’s price action. I have written about the stress in mortgages: Mortgage Companies Pricing In Calamity Small Business and Mortgage Bailouts Make Banks Nervous And late last week there was […]
Market Thoughts: Can Fed Cuts Save US From Economic Recession? by Samantha LaDuc | Oct 2, 2019 | Daily Weather Report, Fishing Lessons, Market Thoughts I couldn’t make my Market Timing Calls for Clients without the Intermarket Analysis work that I do – which is beyond the Macro, Fundamental, Sentiment and Technical Analysis I provide. Here’s a cute-ish play-by-play on why and […]
Here are charts I showed in my live trading room. I am not convicted with this market call but I am making it nonetheless. The following charts I can interpret as bullish leading into FOMC September 17th. SPX is more bullish when/if MACD crosses above 0 line. Ditto: NASI > 0 = Bullish Hedge funds […]
Perspective
#TaperTantrum
Just saying:
US 2Y rates moved more in the last month (23bp) than during the taper tantrum of 2013
(when looking at 1-month periods)
INFLATION = STICKY
#SupplyChain
.@DP_World World head says supply chain problems could last for two years - https://on.ft.com/3j4MlHj via @FT
