The Daily Market Catch

Top market-moving themes and insights – Delivered free to your inbox.

The One Big Thing

I’m back – from ‘Early Christmas’ with Delilah and Moe.

Top Charts

Add this chart to the list of ’01 similarities with housing picking up into the recession, ISM at lows & close to bottoming while $XLI near highs, lumber recovering, 2yrs trading identically, tech bonanza, $EEM on the verge of multiple years of out performance. @TeddyVallee

Top Tweets

A Goldman study from Q3 said Americans have only absorbed 2% of the tariff impact so the following push-back from China has merit. In addition, last week Global Times reported that China will release an “Unreliability List” of US companies ‘soon’. Trade War resolution and Market direction will likely hinge on whether Trump will remove, delay or increase tariffs on December 15th. Place Your Bets (and before the weekend!)

Top Trades

This 12-year breakout in mining stocks relative to gold now as solid as a rock. Couldn’t be more bullish for such a historically depressed industry. Exactly how the early stages of a precious metals bull market should look like. @TaviCosta

Top Reads / Videos

GREAT thread: Lower earnings has always led to fewer buybacks. And a recession will do just that…

For more charts and links like these check out my twitter feed.

To Great Fishing!

Samantha LaDuc
Founder LaDucTrading
CIO LaDuc Capital LLC

Thanks for reading – Curious how I help active traders and investors like you?  I fuse macro analysis with market-moving news, give it context and actively trade while supporting clients who do the same.

Not a member? Here’s some more FreeBait – Fishing Stories and Trading Videos.
Want to forward this email? They can sign up for The Market Catch here.
New to trading? Learn How To Trade!

Become a Member  – To get Samantha’s insights on macro inflection points and market-timing calls:

Read: Macro-to-Micro Weekly Newsletter – “Gone Fishing”
Follow: Brokerage-Triggered Trade Alerts – “Big Catch”
Participate In: Live Trade Room – “Fishing Club”

For Institutions – Gain from Custom Consulting and Allocated Trading