Morning Thoughts August 17

We’ve been long SPY bucket 2 for almost two weeks now and will take full profits at the open today.  Not so much because we don’t think the market could rise more but because we’ve talked about the 1415 – 1420 area on the S&P 500 for several weeks now as our price target. Also […]

Morning Thoughts August 15

Boring session yesterday Here’s s stock that broke higher though and through its 50, 100, and 200 moving averages on good volume.  We like to for further upside for bucket 2 with stops around the halfway point of yesterday’s rally

Morning Thoughts August 14

We continue drifting higher in risk assets. While it is simple to short this rally I would point to the chart below indicating how well all sectors are now participating in this upswing. Sooner or later we will correct but I for one do not want to step ahead of a train, especially if retail […]

Morning Thoughts August 13

Equities may be overbought here near term but 1415 – 1420 on the S&P 500 may still be possible.  Note the bullish setup on the 60 minute chart below. One stock showing good strength for a potential breakout is ECA.  A solid close above $23 is buyable.    

Starbucks near important medium-term support

Coffee retailer Starbucks (SBUX) at one point this year, just at the downturn point of broader equity indices in April, was up around 34% for the year.  Fast forward 3.5 months and the stock as of today is almost flat for the year and from a technical point of view has broken some important support […]

Equities holding on to a thread: Global risk assets signal caution

While the major U.S equity indices are solidly in the positive for the year, signs all around us indicate that it may be in increasingly difficult for these gains to hold.  From awful looking equity index charts in Europe and Asia, inverted yield curves in Spain to ultra-low bond yields in the U.S. and rising […]

Morning Thoughts July 26

A mixed day yesterday and a wild overnight session leads us to open up the markets about 1.3% higher this morning.  I reiterate my cautious stands on having any overnight risk (unless timeframes are long enough)…last night was a perfect example. EUR/USD after breaking down earlier last night is now back at a one month […]

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