On My Mind: Just a Flesh Wound?
When Will Fundamentals Matter Again?
As more speculative investing is once again driving returns, Portfolio Manager Justin Tugman discusses market factors that could encourage a renewed focus on fundamentals.
How to Invest in China’s Energy Transition
Most Critical Week of the Year Yet, Next Week
U.S. benchmarks are pointing higher, finding added tailwinds from social media earnings after yesterday’s closing bell. No major sector gained more than 1% yesterday, but Energy and Financials each lost about 1%.
China Internet Stocks Rebound
USDCAD Tries Bouncing Off Near Key 1.25 Level
Midday Market Minute: July 21, 2021
Socially Acceptable Volatility
Was That A Delta Head Fake?
MLP Insights Q2 2021: Energy Sector Momentum Continues
Why Rates are Leading
E-mini S&P (September) / NQ (Sept) S&P, yesterday’s close: Settled at 4315.50, up 64.25 NQ, yesterday’s close: Settled at 14,722.75, up 182 Fundamentals: Yesterday, U.S. benchmarks snapped back from a healthy three-day slide. Can the rebound continue? Massive buying at the opening bell yesterday set the tone for a tape that had held well in … Continue reading Why Rates are Leading
What Spooked Wall Street?
July 21, 2021
Technical Analysis Heading into Wednesday’s Open: July 21, 2021
Midday Market Minute: July 20, 2021
Vermilion Macro Vision: U.S. Equity Strategy
Looking Ahead: A Deep Dive into Asia
Positive Start Expected, But the Close Matters More
The key thing today, however, isn’t how the stock market starts, it’s how it finishes. Given the market’s behavior since the lows in March 2020, it should come as no surprise that it is attempting to bounce back from yesterday’s selling.
S&P500 (ES) Testing Mar-Jul Ascending Wedge Support
A Treacherous Trade
Economic Update: July 19, 2021
Inflation has now surpassed the FOMC’s 2% target, as the headline PCE price index rose +0.4% m/m and +3.9% y/y in May.