The Rodney Atkins, “Keep On Going” Stock Market (and Sentiment Results)…

Each week I try to tie the theme of the stock market to a song that embodies the feeling of the moment.  The last month could best be defined by Rodney Atkins classic hit, “If You’re Going Through Hell…”  The lyrics that follow, tell the whole story of where we are today: Continue reading “The Rodney Atkins, “Keep On Going” Stock Market (and Sentiment Results)…”

Be in the know. 25 key reads for Sunday…

  1. Singapore Emerges as Litmus Test for Coronavirus Containment by Philip Heijmans (Bloomberg)
  2. What will ‘Super Tuesday’ mean for US investors? (Financial Times)
  3. Here’s A List Of Who Was Puking Stocks This Week (ZeroHedge)
  4. Jim Rogers Says Investors Should Buy Now! (The Street)
  5. Typical March Trading: Slow Start, Mid-Month Surge & Uninspiring Finish (Almanac Trader)
  6. No, You DO NOT Need Face Masks For Coronavirus—They Might Increase Your Infection Risk (Forbes)
  7. Daily Oversold Readings Could Support Rebound (John Murphy)
  8. Stock market coronavirus drop was painful, but buying opportunities may arise (New York Post)
  9. ‘SNL’ Cold Open (Daily Beast)
  10. 2020 Corvette Stingray: First Drive Review (Maxim)
  11. Danielle DiMartino Booth on the Federal Reserve (Podcast) (Bloomberg)
  12. Options markets point to a potential bounce for U.S. stocks (Reuters)
  13. Apple glasses could solve one of VR’s biggest issues, patent suggests (techradar)
  14. Fox Business Skips Commercial Breaks to Cover Coronavirus (But Still Has a Sponsor) (Variety)
  15. Phil Knight on the Surprising Origin Story of Nike’s Name and Swoosh (Medium)
  16. The Rise And Fall (And Rise?) Of NASCAR (NPR Planet Money)
  17. What Biden’s Big South Carolina Win Might Mean For Sanders (FiveThirtyEight)
  18. Inside The Crazy Story of Iraq’s Debt (Podcast) (Bloomberg)
  19. Powell: Fed poised to act if needed on ‘evolving’ virus risk (Pensions & Investments)
  20. A Morgan Stanley Manager Who Sold Before Rout Says He’s Buying (Bloomberg)
  21. WHO chief on coronavirus: Global markets ‘should calm down and try to see the reality’ (CNBC)
  22. OPEC may fight coronavirus price slide with deeper oil supply cuts (Fox Business)
  23. Thomas Lee, founder of Fundstrat Global Advisors is forecasting a “V”-shaped, or sharp, recovery for the market (MarketWatch)
  24. The Mystery of What Drives Bob Iger (Wall Street Journal)
  25. Jim Cramer: I Don’t Know Where It Will Bottom, I Do Know What to Buy and Sell (TheStreet)

HFT VideoCast – Stock Market Commentary and Weekly Recap – Episode 11

Article referenced in VideoCast above:

The CAKE “Short Skirt, Long Jacket” Stock Market (and Sentiment Results)

In this episode we cover:

  • Jobs Report
  • Rig Count
  • Harold Hamm on Oil Prices
  • General stock market commentary.
  • Hemline Indicator
  • Valueline Geometric Index – Long Term Implications
  • Positioning and sentiment.
  • Increased Guidance on tap?
  • Fed Liquidity.
  • AAII sentiment.
  • NAAIM positioning.
  • Earnings by Sectors: Energy, Gold Miners, REITs
  • S&P and Euro Stoxx 600 earnings.
  • Where to find value?  What’s Cheap?
  • India Small Caps
  • Commodities/CRB
  • Exploration & Production
  • Servicers?

Podcast – Hedge Fund Tips with Tom Hayes – Episode 2

Article referenced in podcast above:

The CAKE “Short Skirt, Long Jacket” Stock Market (and Sentiment Results)

In this episode we cover:

  • Jobs Report
  • Rig Count
  • Harold Hamm on Oil Prices
  • General stock market commentary.
  • Hemline Indicator
  • Valueline Geometric Index – Long Term Implications
  • Positioning and sentiment.
  • Increased Guidance on tap?
  • Fed Liquidity.
  • AAII sentiment.
  • NAAIM positioning.
  • Earnings by Sectors: Energy, Gold Miners, REITs
  • S&P and Euro Stoxx 600 earnings.
  • Where to find value?  What’s Cheap?
  • India Small Caps
  • Commodities/CRB
  • Exploration & Production
  • Servicers?

The CAKE “Short Skirt, Long Jacket” Stock Market (and Sentiment Results)

In 2001, the band CAKE released their hit song, “Short Skirt, Long Jacket.”  If you replace the word “girl” for “stock market” (in the lyrics below) you’ll see the commonalities with today’s investor. Continue reading “The CAKE “Short Skirt, Long Jacket” Stock Market (and Sentiment Results)”

Be in the know. 15 key reads for Thursday…

  1. China Moves to Steady Its Slowing Economic Growth (New York Times)
  2. The Earth, Wind & Fire “Shining Star” Stock Market (and Sentiment Results) (ZeroHedge)
  3. These 6 charts compare the US and China economies (CNBC)
  4. Irrational exuberance? Why last year’s stellar returns may have been a reversal of ‘excessive pessimism’ (MarketWatch)
  5. Goldman Sachs Was the Worst Dow Stock of 2018. It Was One of the Best in 2019. (Barron’s)
  6. FedEx Stock Ended 2019 With a Loss. One Director Bought Up Shares in December. (Barron’s)
  7. The highest-paid CEOs of 2019 (USA Today)
  8. The Dollar’s Losses May Just Be Getting Started (Bloomberg)
  9. Almost Everything Wall Street Expects in 2020 (Bloomberg)
  10. OPEC Output Falls as Gulf Nations Step Up Delivery of Oil Cuts (Bloomberg)
  11. This is what the Warren Buffett empire looks like, in one giant chart (MarketWatch)
  12. Treasury’s Mnuchin to head U.S. delegation to Davos conclave (Reuters)
  13. 7 Excellent Value Stocks to Buy for 2020 (Yahoo! Finance)
  14. Twilio CEO Lawson Tinkers Until Solving Customers’ Problems (Investor’s Business Daily)
  15. MAX Crashes Strengthen Resolve of Boeing to Automate Flight (Wall Street Journal)