Post Retail Sales Investors Should Look to Bonds
The markets are anticipating a massive rebound in Retail Sales this month but some economists predict that that number may be even bigger than forecast.
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The markets are anticipating a massive rebound in Retail Sales this month but some economists predict that that number may be even bigger than forecast.
Ever since the announcement of vaccines late last year the single best pair trade in the market was to go long small cap stocks and sell the high tech stocks (long IVM/short QQQ).
Are Americans ready to travel once again? Yes and no. As the following chart shows TSA figures show a strong recovery in passenger count but traffic remains below the pre-pandemic highs.
The capital markets have a busy week of data ahead with both macro and micro reports likely to affect everything from equities to bonds to commodities. The week ahead boils down to three questions.
If you are a young man or even a middle aged one and someone hands you keys to a sleek sports car your biological impulse is to go fast. I don’t know if it’s the testosterone or the Y chromosome but we are compelled to go fast and break things.
Decentralized finance or DeFi as it is known has become the hot new thing as both investors and entrepreneurs are rushing to capitalize on the new technology that promises to transform investing as we know it.
I am always loath to make direct comparisons between gaming and trading because although the two seem superficially similar there are key differences between the two activities.
At the end of the cold war Russia was a richer, more educated and more industrialized country than China with a much bigger hoard of natural resources. At that time both countries decided to abandon their collectivist
Everyone is an inflation bull. The conventional wisdom in the market is that inflation is inevitable given the massive fiscal spend and the proposed additional spending that will stimulate the economy and create massive demand that will radically increase the nominal price levels of goods and services.
Error when it comes to trading manifests itself in two forms. Error of analysis and error of process. Although almost everyone who trades focuses on the former, it’s the later that really matters
One of the greatest anomalies in finance is that momentum works. Momentum – the strategy of buy high, sell higher or sell low and sell lower – is one the great mysteries of the market because it works on every asset, every market every time frame.
Lululemon once again beat earrings maintaining its perfect record of exceeding market expectations for the past two years. The news however, was not good enough for the stock which traded down about 1% in after market session.