February 26, 2021
February 25, 2021
The Big Long
February 25, 2021
Bond Yields Rocket
February 25, 2021
Stocks Jump On February 24 As “Value” Stocks Lead The Way
February 25, 2021
The Biden Put
February 25, 2021
USDJPY Bounces Off Key 105 Level
February 24, 2021
Finding Value in Each Other: Active Collaboration in Stock and Bond Analysis
Seth Meyer, Brent Olson, and Nick Schommer from Janus Henderson Investors, discuss the benefits of collaboration in their stock and bond analysis.
February 24, 2021
Reflation, Flation, What’s Your Nation?
In this blog piece, we want to take a deeper look into a theme—reflation.
February 24, 2021
The Resistance that Defines the Week
U.S. benchmarks rebounded from yesterday’s early bloodbath and the S&P finished positive. In fact, most sectors, led by Energy and Communication Services, gained ground.
February 24, 2021
Silver (SI) Trying to Complete Consolidation Since August
February 23, 2021
More About VIX and the Signals It Is Sending
February 23, 2021
What Has Driven Platinum to Multi-Year Highs?
February 23, 2021
Bitcoin: Digital Currency, Digital Gold, or Digital Tulip?
Bitcoin has gained credibility over the past three years, but I believe its use as a currency, a diversifier or an inflation hedge is a bit off the mark.
February 23, 2021
A New Commodities Supercycle Could Be Powering Up After a Long Freeze
February 23, 2021
The Inflection Point has Arrived
Tech is getting slammed again. Yesterday, the NQ lost 2.5% and the added selling overnight is dragging the risk-environment lower. We have hammered home the rising rate narrative and how a high velocity move in the 10-year Treasury above 1.25% will tap a pain threshold at 1.50%.
February 23, 2021
Full-Filled
According to a report released over the weekend, Goldman Sachs thinks the oil price is going to get a substantial top-up sooner than it previously thought.
February 23, 2021
Market Outlook: Feb. 23, 2021
SPY -2.5% correction off the top, NQ -6.8% from peak to trough this morning, and the Russell 2000 -4% off the top. Here’s some perspective, The SPY is +82%, NQ +109%, RTY +144% on a y/y basis. So today is not the day to hem and haw over a correction.
February 23, 2021
Technical Analysis Heading into Tuesday’s Open: February 23, 2021
February 23, 2021
Nasdaq100 (NQ) Weekly MACD Trying to Negatively Cross
February 22, 2021
The Inflationary Bogeyman Rears His Head
February 22, 2021
Economic Update: Feb. 22, 2021
Retail sales had their biggest increase in seven months, rising 5.3% m/m, boosted by fiscal stimulus checks to households. Industrial production climbed 0.9% m/m in January, driven by an increase in oil and gas exploration.
February 22, 2021
Weekly Market Recap: Feb. 22, 2021
February 22, 2021
Gold/Silver: Key Levels and Other Inflating Commodities
February 22, 2021
Rising Rates Drawing Some Nervous Attention
There is a slate of M&A activity; there are reports that the House is expected to pass the $1.9 trillion stimulus proposal by the end of the week; Dr. Fauci said he thinks the U.S. will see a significant degree of normality by the end of 2021; the press is highlighting the growing potential for a really strong economic recovery this year; and Deutsche Bank has upgraded the airlines.
February 22, 2021
Soybean (ZS) Month Plus Triangle Nearing Completion
February 19, 2021
Lines Are Drawn, Fundamentally & Technically
U.S. benchmarks are set to open higher after staving off waves of selling early last night. Still, U.S. Dollar denominated assets initially plunged early last night.
February 19, 2021
As Volatility Fades, Can Cyclicals Shine?
February 19, 2021
Down to The Wire
It will come down to the wire today to determine if the S&P 500 has a winning week or a losing week. Over the last three trading sessions, the S&P 500 has declined 0.5%. Currently, the S&P 500 futures are up 19 points and are trading 0.5% above fair value.
February 18, 2021
USDA Outlook Forum
The USDA outlook forum is officially underway and will garner more attention than usual. The USDA expects 92 million acres of corn to be planted this year.
