The broad stock market indices have given no indication of the violent struggle between growth verses value. Here I discuss this sector rotation, whether it is likely to continue and the outlook for stocks generally.
Category: Interest Rates
The Stock Market In 2019 Will Require A Different Approach
Trading a bear market isn’t just simply doing the opposite of what you would do in a bull market because the personality of the market is so different.
Don’t Get Too Bearish On Stocks Just Yet
The stock market feels pretty scary tight now and there are meny calling for worse to come. I explain here why this is not the time to get bearish on stocks
Is This What A Market Bottom Looks Like?
Have we seen a market bottom? After a very rough October, will November and beyond fare any better? I believe so. read on to find out why.
Bond Market vs Stock Market
This week, rather than taking a shorter-term trading view of the markets, I’m taking a more long-term, “30,000 foot” view of the bond market vs stock market. I don’t allocate capital or take trading positions based on this broader view. However I do find it helpful to look at the big picture from time-to-time, so […]