Our historical playbook analysis of what happens after the S&P 500 has outsized gains in January has worked every month this year except May when trade concerns spooked markets. Overall, abnormally…
Month: July 2019
MarketWatch: "Investors got spooked by the Christmas market massacre, new fund flow data shows"
Excerpt from MarketWatch quoting DataTrek: …. “In the seven months since the massive Christmas market sell-off, exchange-traded and mutual funds still haven’t recovered all the money flows they lost. And the money…
MarketWatch: "Here’s an investing strategy that smooths out some market ups and downs"
Excerpt from MarketWatch quoting DataTrek co-founder Jessica Rabe: …. “In a recent note from research firm Datatrek, co-founder Jessica Rabe commented, “There’s been virtually no volatility for well over a month in…
July Bitcoin Fundamentals
Continuing the month-end wrap-up theme from our Markets section we want to cover recent shifts in bitcoin fundamentals. Even if you have never/will never own a crypto currency, there are…
CNBC: "Halfway through earnings season, it looks like we are going to dodge the feared profit recession"
Excerpt from CNBC quoting DataTrek Research: …. ” What makes it easier for the bulls to stay bullish are the direction of interest rates. The markets are becoming more dependent…
CNBC: "Multinational companies are getting clobbered by Trump’s tariffs"
Excerpt from CNBC quoting DataTrek’s Nick Colas: …. “Tariffs along with Federal Reserve interest rate policy are “fulcrum issues for those lofty 2020 Street earnings expectations,” Nick Colas, co-founder of DataTrek Research,…