US - Market Direction 42 (May 19 - Dec 20)

Re: US - Market Direction 42 (May 19 - Dec 19)

Postby winston » Tue Oct 29, 2019 7:25 am

The Three Charts Every Investor Needs to See This Morning

Source: IWB

https://www.investmentwatchblog.com/the ... s-morning/
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Re: US - Market Direction 42 (May 19 - Dec 19)

Postby behappyalways » Tue Oct 29, 2019 2:06 pm

This analyst views the market differently. Watch from 7:00

外資連11買超破千億"挺台股"熱錢湧進!台股挑戰歷史新高外資喊"一萬二"│主播丁士芬│【iStock盤前解析】20191029│三立iNEWS
https://m.youtube.com/watch?v=A4Hcxj78BRc

winston wrote:The Three Charts Every Investor Needs to See This Morning

Source: IWB

https://www.investmentwatchblog.com/the ... s-morning/
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Re: US - Market Direction 42 (May 19 - Dec 19)

Postby winston » Wed Oct 30, 2019 1:24 pm

Why the S&P 500 may be headed almost 20% lower even without a recession

by Brian Sozzi

Something along the lines of the Federal Reserve signaling at one of its two remaining meetings this year it’s done cutting interest rates would have to occur to truly spook the bulls.

Or, the market grows completely impatient with the Trump administration’s timeline on delivering phase two of its trade deal with China.

Or hey, the president gets impeached — that’s a factor not priced into the markets at all and largely ignored as a risk by many Wall Street pros Yahoo Finance has chatted up.


Source: Yahoo Finance

https://finance.yahoo.com/news/sp-500-m ... 42014.html
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Re: US - Market Direction 42 (May 19 - Dec 19)

Postby winston » Thu Oct 31, 2019 2:21 pm

Why Stocks Will Plunge 18% by Year-End Despite Fed Rate Cuts

BY MARK KOLAKOWSKI

Peter Cecchini of Cantor Fitzgerald expects the S&P 500 Index to be at 2,500 by early 2020, a plunge of about 18% by early next year, Business Insider reports. He sees bearish manufacturing and consumer data, making a recession likely by the second half of 2020.

Albert Edwards of Societe Generale notes that stock prices have been advancing faster than earnings, and he finds this to be reminiscent of the dotcom bubble.

Meanwhile, interest rate cuts by the Fed appear to be losing their potency, The Wall Street Journal reports.

Big Money Poll conducted by Barron's: Among respondents, 31% are bearish on stocks, the highest level since the mid-1990s, while only 27% are bullish, less than half the proportion one year ago.

Individual investors also polled by Barron's are similarly gloomy, with only 29% calling themselves bullish, and 42% believing that U.S. stocks are overvalued.

Meanwhile, corporate CEOs are registering their lowest levels of confidence since the 2008 financial crisis, and a majority of corporate CFOs expect the U.S. economy to be in recession by the second half of 2020, per two other recent surveys.


Source: Investopedia

https://www.investopedia.com/why-stocks ... yptr=yahoo
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Re: US - Market Direction 42 (May 19 - Dec 19)

Postby winston » Thu Oct 31, 2019 2:21 pm

Why Stocks Will Plunge 18% by Year-End Despite Fed Rate Cuts

BY MARK KOLAKOWSKI

Peter Cecchini of Cantor Fitzgerald expects the S&P 500 Index to be at 2,500 by early 2020, a plunge of about 18% by early next year, Business Insider reports. He sees bearish manufacturing and consumer data, making a recession likely by the second half of 2020.

Albert Edwards of Societe Generale notes that stock prices have been advancing faster than earnings, and he finds this to be reminiscent of the dotcom bubble.

Meanwhile, interest rate cuts by the Fed appear to be losing their potency, The Wall Street Journal reports.

Big Money Poll conducted by Barron's: Among respondents, 31% are bearish on stocks, the highest level since the mid-1990s, while only 27% are bullish, less than half the proportion one year ago.

Individual investors also polled by Barron's are similarly gloomy, with only 29% calling themselves bullish, and 42% believing that U.S. stocks are overvalued.

Meanwhile, corporate CEOs are registering their lowest levels of confidence since the 2008 financial crisis, and a majority of corporate CFOs expect the U.S. economy to be in recession by the second half of 2020, per two other recent surveys.


Source: Investopedia

https://www.investopedia.com/why-stocks ... yptr=yahoo
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Re: US - Market Direction 42 (May 19 - Dec 19)

Postby winston » Fri Nov 01, 2019 4:25 pm

Finally, the last bullish stock-market signal falls into place

By Lawrence G. McMillan

S&P 500 index confirms a bullish breakout

The “modified Bollinger Bands” (mBB) have begun to contract, even while SPX is rising, because volatility is collapsing.

The equity-only put-call ratios remain on buy signals.

Market breadth was been positive, although not overly so.

Cumulative breadth has been strong. Both the “stocks only” and the NYSE cumulative advance-decline lines are trading at new all-time highs.

New highs continue to outpace new lows across all three data sets — NYSE, Nasdaq and “stocks only.” So this indicator remains bullish and is not giving a negative divergence currently.

Source: Market Watch

https://www.marketwatch.com/story/final ... yptr=yahoo
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Re: US - Market Direction 42 (May 19 - Dec 19)

Postby winston » Mon Nov 04, 2019 10:13 pm

NEW HIGHS OF NOTE LAST WEEK

Applied Materials (AMAT)... semiconductors
Taiwan Semiconductor Manufacturing (TSM)... semiconductors
KLA (KLAC)... semiconductor "picks and shovels"
Lam Research (LRCX)... semiconductor "picks and shovels"
CDW (CDW)... information technology
Alphabet (GOOGL)... tech giant
Apple (AAPL)... tech giant
Microsoft (MSFT)... tech giant
JPMorgan Chase (JPM)... financial giant
Bank of America (BAC)... financial services
Citigroup (C)... financial services
BB&T (BBT)... financial services
Western Union (WU)... money transfers
Brown & Brown (BRO)... insurance
GlaxoSmithKline (GSK)... pharmaceuticals
AstraZeneca (AZN)... pharmaceuticals
Tiffany (TIF)... high-end jewelry
Copart (CPRT)... used cars
Crown (CCK)... metal cans
Raytheon (RTN)... "offense" contractor

NEW LOWS OF NOTE LAST WEEK

PG&E (PCG)... troubled utility
C.H. Robinson (CHRW)... shipping technology
Owens-Illinois (OI)... glass manufacturing
Nokia (NOK)... networks and phones
Grubhub (GRUB)... food delivery
Six Flags Entertainment (SIX)... theme parks

Source: Daily Wealth
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Re: US - Market Direction 42 (May 19 - Dec 20)

Postby winston » Tue Nov 05, 2019 1:53 pm

Three Megatrends Emerge From Ongoing $29 Trillion Stock Run

by MATT KRANTZ

1. Follow The Leaders (Not Just The Leading Sector)
2. Watch The Up-And-Comers
3. Look For Weakness Even From S&P 500 Winners


Source: IBD

https://www.investors.com/market-trend/ ... gs-movers/
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Re: US - Market Direction 42 (May 19 - Dec 20)

Postby winston » Mon Nov 11, 2019 10:03 pm

HIGHS AND LOWS

NEW HIGHS OF NOTE LAST WEEK

Apple (AAPL)... tech giant
Nvidia (NVDA)... tech giant
Qualcomm (QCOM)... semiconductors
Taiwan Semiconductor Manufacturing (TSM)... semiconductors
Advanced Micro Devices (AMD)... semiconductors
AT&T (T)... telecom
Sirius XM (SIRI)... satellite radio
JPMorgan Chase (JPM)... financial giant
Bank of America (BAC)... financial giant
Morgan Stanley (MS)... financial services
U.S. Bancorp (USB)... financial services
Western Union (WU)... money transfers
J.B. Hunt Transport Services (JBHT)... shipping
BorgWarner (BWA)... auto parts
LKQ (LKQ)... auto parts
Honeywell (HON)... manufacturing
Ingersoll Rand (IR)... manufacturing
Dover (DOV)... manufacturing
United Rentals (URI)... equipment rentals
Deere (DE)... heavy machinery

NEW LOWS OF NOTE LAST WEEK

Not many... It's a bull market, you know!

Source: Daily Wealth
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Re: US - Market Direction 42 (May 19 - Dec 20)

Postby winston » Wed Nov 13, 2019 11:47 am

Do NOT show these ominous charts to stock-market bulls, says strategist who sees a correction forming

By Shawn Langlois

As this chart of the CBOE’s volatility index VIX, -0.08% shows, investors, thanks to Federal Reserve rate cuts and a fiscal-stimulus-driven rally in the stock market, are back to levels of extreme complacency.

The deviation between corporate GAAP earnings, or those that adhere to Generally Accepted Accounting Principles, and corporate profits has reached “unsustainable” levels.

As the global economy slows, those banks are hedging their risk by loading up on those deposits. “Historically,” he explained, “when you have an extremely sharp reversal in Eurodollars, it has preceded more troubling market events.”


Source: Market Watch

https://www.marketwatch.com/story/do-no ... yptr=yahoo
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