Coronavirus fears become more real when Apple and Coca-Cola issue revenue warnings. Treasuries and gold catch fire.
Feb 23, 2020
U.S. equities have continued to rally, but are starting to look quite overbought. Treasuries and most of fixed income in general are still flashing buy signals, but commodities and international markets remain questionable.
Feb 17, 2020
Stocks and bonds are both rallying again in 2020. Which one is right?
Feb 10, 2020
The coronavirus has knocked the equity markets back on its heels, but global fears have flipped safe havens, such as Treasuries and gold, into strong buys.
Feb 3, 2020
Momentum signals show that equities are still in charge of this market, but the coronavirus threatens to undo that quickly.
Jan 27, 2020
Strong retail sales data, low inflation and healthy earnings from the big banks make it increasingly difficult to poke holes in this economy.
Jan 21, 2020
With the Iran conflict now in the rearview mirror, stocks resume their momentum, but Treasuries have also begun flipping to green.
Jan 14, 2020
Equities are still flashing mostly buy signals as the recent scare over relations with Iran is looking more short-term in nature. Gold, silver and palladium have rallied hard but have gotten overbought on a near-term basis.
Jan 7, 2020
Expect trading activity to be relatively light and price swings to be relatively modest, but all momentum signals remain green for equities.
Dec 30, 2019
International equities as well as U.S. thematic strategies, including momentum and low volatility, look like strong buys, but some domestic sectors are starting to slip below their 200-day moving averages.
Dec 16, 2019