Market Updates

Market Updates

Risk leads Safety by a wide margin

If you look at year to date performance of various sectors and subsectors for 2023 through the first roughly 45 days of the year, there's a stark contrast in leaders vs. laggards.  T...

February 14, 2023 - 5:36 pm

Feb 2023 - Market Outlook from JPM's Kolanovic

This is a great video which is under 7 minutes long, and Marko Kolanovic from JP Morgan breaks down a macro view of the current state of the economy, and what may happen over the next few...

February 10, 2023 - 12:43 pm

Macro Brief with Six Themes for 2021

We're well into 2021 as we’ve turned the page on a new year, and the events of 2020 are in the rear-view mirror. Markets are rotating very strongly in some area as we will outline b...

February 17, 2021 - 7:39 pm

Red Hot Sector is ahead of itself

Shares of 3D Printing companies are leading the sector gains for 2021 from the universe of companies that we track.  Since Jan 1, 2021 3D printing companies are up a mind-boggling 34...

February 09, 2021 - 8:26 am

The Best Performing Stocks of 2021 YTD

It's no surprise that the craziness continues today with new stocks getting a boost from retail buyers piling into them, and hedge funds that were short the names getting squeezed, and as...

January 27, 2021 - 9:25 am

The Silliness over GameStop

This has been a crazy week for holders of GameStop (GME), and it's not stopping even after hours. Shares were relatively quiet last week until Monday morning pre-market when they shot up ...

January 26, 2021 - 4:36 pm

Is the Housing Sector Rolling Over?

October 2020 marked a recent high for an interest-rate-sensitive housing sector where the largest home builders hit their 52 week highs.  Toll Brother's, Lennar, Pulte and DR Horton'...

January 12, 2021 - 4:14 pm

New for 2021 - Two Portfolios

We've had a great year of trading stocks and options, and after finishing our eighth year of publishing trades online, we're adding a new feature for 2021 that is very exciting. We're con...

December 29, 2020 - 10:26 am