Second Half Market Thoughts: Fave Trend Set-Ups

Second Half Market Thoughts: Fave Trend Set-Ups

by | Jul 3, 2020

Second Half Market Thoughts By my estimation, and as I’ve warned in my live trading room past month+, Summer Trading will likely include wide swings – in both directions, between SPX $2950-$3250. More than likely, Treasury will keep cash handy to use to...
Market Thoughts: Value, Here Me Roar

Market Thoughts: Value, Here Me Roar

by | Feb 3, 2020

I have recently presented my case that central bank liquidity infusions to stem the economic damage from CoronaVirus could ignite inflation. If so, value stocks would roar back, since so many are tied to the Energy complex. And then a curious thing happened today: both Value (VALU) and Momentum (MTUM) were green in equal amounts […]

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