by Samantha LaDuc | Apr 15, 2020
Market Thoughts Slow, sloppy day. Of my five top intraday, intermarket indicators: 2 Bearish, 1 Bullish, 2 Neutral. Think ‘counting cards’. If I don’t have 3/5 or 4/5, I just don’t see the point of playing. Bullish into Earnings: The bulk of SPX earnings are concentrated in the next 2 weeks with 66% of the […]
by Samantha LaDuc | Mar 28, 2020
Macro Matters Below I include a Guest Captain Commentary that dovetails perfectly with my Macro thesis. Practically every word of Steve’s missive I support (bolded emphasis/red highlights mine), as I have repeatedly called out in my market analysis for clients. Further, I believe the following five themes frame the backdrop of challenges to our economy and […]
by Samantha LaDuc | Mar 24, 2020
THIS IS THE STORY YOU MUST WATCH IF YOU CARE ABOUT YOUR CAPITAL!!! Bloomberg: In one of the most dire warnings, real estate investor Tom Barrack said Monday that the U.S. commercial-mortgage market is on the brink of collapse and predicted a “domino effect” of...
