June 21st, 2020

Stock Markets Price Inflation Into Valuations

Stock Markets Price Inflation Into Valuations As stock markets normalize from COVID 19, investors will begin to price in Inflation.  The term has not been used in a longtime at least when using to create up to date stock valuations.  But now more than ever in history, the consumer is flush with capital from government, […]

June 12th, 2020

Stock Market V-Shaped Recovery Vs. Weak Global Economy

Stock Market V-Shaped Recovery Vs. Weak Global Economy Stock Markets have staged a massive recovery off the lows seen in March helped by persistent monetary and fiscal support.  Global central banks continue to provide ample liquidity to provide economic support as credit market remain turbulent with unemployment readings near all time highs and global economies […]

May 30th, 2020

US China Trade Tensions Increasing Risk

US China trade tensions increasing risk in the stock markets as investors fret. The latest exchange of relations between the two world leaders risks a new Cold War era.  New political pressures enter China with its leaders intent to implement new security laws in Hong Kong, further weakening relations.  Meanwhile the US President is increasing calls […]

May 18th, 2020

Precious Metals Stocks Breaking Out Higher

Precious Metals Stocks Breaking Out Higher The precious metals sector is once again showing strength.  Gold prices continue to advance higher as equity markets struggle for direction.  The yellow metal is up 14.50% year to date but the stocks that produce the precious metals have jumped by 50-200% outpacing all asset classes including the famous […]

September 24th, 2019

September 24 2019 Game Plan

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September 12th, 2019

September 12 2019 Game Plan

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August 7th, 2019

Wednesday August 7 2019 Game Plan

  Global stock markets are breathing a sigh of relief after days of steep declines.  Markets are being dictated by the actions of central banks across the globe, this morning we have seen 3 countries cut rates – India, Thailand and New Zealand.   The path of least resistance to interest rates is lower, so […]

August 5th, 2019

Monday August 5 2019 Game Plan

  Global stock markets are coming off a tough week of losses.  Most major markets were down between 2.5-4% as investors digest news on interest rates and weaker than expected global growth.  Overnight in Asia, markets plunged on average 2% and in Europe a similar story with major indexes dropping over 2%.  DOW30 Futures are […]

August 3rd, 2019

The Weekend Note August 3-4 2019

  Shake Shack Inc. $SHAK – The quick service restaurant sector (QSR) is breaking out to new highs while the overall stock market continues to correct lower.  Fundamentals are improving as same store sales are set to increase by 5% or higher, a great number for a QSR.  Technical Analysis shows price action that On […]

July 30th, 2019

July 30 2019 Game Plan

  Global stock markets are trading down ahead of a hotly anticipated interest rate announcement on Wednesday.  While mostly priced into equity values, investors will be looking for any hints of further rate cuts in the future.  On the earnings front, Under Armour reported and Advanced Micro Devices and Apple Inc after the close.   […]

July 21st, 2019

June 21 2019 Game Plan

  $Global Stock Markets are showing mixed direction after two strong up days.   Japans’ $Nikkei index is down 1% while China shares are up 0.20%.  Interesting to note that China stocks are showing technical strength and a turn higher after basing the past month.   We will highlight a few China stocks that may […]

July 17th, 2019

July 17 2019 Game Plan

  ROKU Inc. $ROKU – Shares rose to a record high yesterday after reports that Amazon’s Prime Day was very good to the company’s technology.  Amazon.com $AMZN indicated that ROKU streaming devices were among the sale’s best sellers as were television sets featuring Roku streaming tech.  The price move was a new all time high […]

July 9th, 2019

July 9 2019 Game Plan

Global stock markets are trading flat-to-slightly lower overseas while in North America, futures are pointing to a lower open.  Investors are showing signs of caution heading into the Q2 earnings season which begins next week.   We believe this is just calm before a much more heavier flow of information hits the newswires over the […]