SummaryI examine the impact of lower oil prices and low interest rates on the US stock market.
I argue how both are important measures to examine closely together.
I show that low oil and interest rates are bullish for the US stock market in the short and medium term.
There exists two economies, the real and financial economy. What is the most important […]
The 32% gain for the S&P last year was a blessing and a curse for investors.A blessing because it padded all of our portfolios.A curse because the gains came far too easily, making 2014 a brutal environment by comparison.Yes, the S&P is up on the year, but still many small caps and glamour growth stocks are in the red. Plus […]
SummaryWe examine the Shiller CAPE ratio to understand whether the US stock market is overvalued.
Prior articles have suggested the US stock market is overvalued based on the CAPE ratio.
I argue that when you analyze the CAPE ratio relative to the interest rate environment the US stock market is not over valued.
This article is in response to an article recently published […]
Stock Market Risk is On the RunStock-Markets / Stock Markets 2014Aug 09, 2014 – 03:30 PM GMTBy: EWI Weak Secondary Stocks and Declining Junk-to-Treasury Bond Ratio Indicate the Stock Market is Ripe for ReversalThe following article is adapted from the August 2014 Elliott Wave Financial Forecast, published Aug. 1. For the latest from the Financial Forecast Service, click here.The Dow […]
Get Forex buy/sell signals directly to your email and by SMS.To learn more click hereSeptember 10-Year U.S. Treasury Note traders drove the market higher after the U.S. released disappointing jobs data on Friday. Concerns about the strength of the labor market could underpin the T-Note market until the next Fed meeting in September. Today, there are no U.S. economic releases […]
Get Forex buy/sell signals directly to your email and by SMS. To learn more click hereSeptember 30-Year U.S. Treasury Bonds followed through to the upside on Friday, confirming Thursday’s closing price reversal bottom, but failing to reach the 2 to 3 day objective of 136’12 to 136’27. The market could still go back to this zone, but it is going […]
Stock Market Rally – Is this the End?Stock-Markets / Stock Markets 2014Jun 03, 2014 – 10:25 AM GMTBy: John_Rubino
Eventually, every finance geek learns that calling market tops — at least publicly — is so hard that it’s not worth the reputation risk. This is especially […]
A perfect day for the bulls as the indexes rested by going sideways. Going sideways to digest large gains is a much more healthy situation than falling back to lose 40-60-80% of recent gains. Further an early morning dip was bought aggressively which is also bullish action. So the change in complexion that started nearly 2 weeks ago remains in […]
SummaryOur monthly “Continuum” chart anticipated a misstep for the “Great Rotation” crowd.
Yields are now approaching support, and we are no longer bullish on T bonds.
Beyond nominal bond considerations, […]
Indexes fought off weakness mid day as the bulls remain in control; the S&P 500 added 0.18% while the NASDAQ fell 0.13%; both were well off their respective lows. There was some negative data in terms of consumer spending but like a lot of bad economic data the past 5 years the market really is not in a mood to […]
