SectorVue - David Schultz @SectorVue
Risk analysis, Sector rotation, Weatlthbuilder, and total return stocks. Tweets are not recommendations. Request sample Sector Alert to [email protected] sectorvue.com Washington DC area Joined August 2011-
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I don't expect any change in policy from Chair Powell in his speech. The ghost of tariff price adjustments still looms despite energy and even housing prices declining. The high Fed Funds rate is causing an undertow in the labor market and hurts lower-income brackets the most.…
This also gives the US a commercial presence in Ukraine. Let the Europeans send tanks and troops to protect their geographic vulnerability.
This also gives the US a commercial presence in Ukraine. Let the Europeans send tanks and troops to protect their geographic vulnerability.
New home builders are much more sensitive to the market, as they are usually trying to sell a group of homes and hit the price points according to demand and their costs, including the cost of carry. For more [email protected]
New home builders are much more sensitive to the market, as they are usually trying to sell a group of homes and hit the price points according to demand and their costs, including the cost of carry. For more [email protected]
The interest on money market funds is more volatile and less reliable (as the chart shows) than a portfolio of dividend stocks or a laddered bond portfolio. For as for research at [email protected]
The interest on money market funds is more volatile and less reliable (as the chart shows) than a portfolio of dividend stocks or a laddered bond portfolio. For as for research at [email protected]
Before the war in Ukraine, less than 1% of India’s oil came from Russia. Now it is 42%. The system is allowing India to profiteer by buying cheap Russian oil, reselling it, and pocketing $16B in excess profits. This opportunistic arbitrage is unacceptable.
Insurance companies would also like interest rates to stay higher as well, so they can earn on their substantial reserves. This is another reason why rates never should have been at zero.
Insurance companies would also like interest rates to stay higher as well, so they can earn on their substantial reserves. This is another reason why rates never should have been at zero.
Truflation gets it right. Fed Funds should have been lowered already to avoid a recession and further economic slowdown. NYFed Nowcast also shows declines in GDP.
Truflation gets it right. Fed Funds should have been lowered already to avoid a recession and further economic slowdown. NYFed Nowcast also shows declines in GDP.
A kind of reverse tariff, where shipping is charged rather than importing. Better for the US to collect than the Chinese.
A kind of reverse tariff, where shipping is charged rather than importing. Better for the US to collect than the Chinese.
IBIT ETF (Bitcoin) and IPO ETF (Initial Public Offering) are breaking out to new highs. Both are reasonable measures of the market's appetite for speculation and 'risk on' investments. For samples of our research, email [email protected]
The most significant contributor to higher costs right now is the high interest rates from the FOMC. Lower to 3 1/4% and help consumers, housing and everything else.
The most significant contributor to higher costs right now is the high interest rates from the FOMC. Lower to 3 1/4% and help consumers, housing and everything else.
I prefer Wealthbuilding stocks that double or even triple in value over a few years. This is where money managers can deliver real value and investors can gain the most. Most baby boomers are underfunded for retirement, and many have shied away from the stock market, particularly…
A 20%+ fall and rebound will destroy most trend followers. Many hedge funds are short and long rather than Macro directional, making decisions on whether it is an up or down market. There are tools to indicate an up or down market, including as simple as whether your portfolio…
A 20%+ fall and rebound will destroy most trend followers. Many hedge funds are short and long rather than Macro directional, making decisions on whether it is an up or down market. There are tools to indicate an up or down market, including as simple as whether your portfolio…
Steel production is rising up 4.4% year over year and up .3% from the previous week. The capability utilization rate is also up nearly 2% from a year ago. American steel, American jobs.
80's ? How about late 1970's with my TRS-80 from Radio Shack :)
80's ? How about late 1970's with my TRS-80 from Radio Shack :)
Definitely would have been a rate cut at the July FOMC meeting if prior numbers had been correct in the lower assessment. We have called for a rate cut for the last two months based on our economic analysis. For more email [email protected]
Definitely would have been a rate cut at the July FOMC meeting if prior numbers had been correct in the lower assessment. We have called for a rate cut for the last two months based on our economic analysis. For more email [email protected]
Idexx IDXX, the veterinary supply company, is the top performer in the SP500 today. Not exactly a Mag 7 stock, but with solid earnings, sales growth, and gross margins. We are seeing many of the secondary stocks participate in the rally since our Market Barometer buy signal on…
The FOMC is currently the primary driver of inflation by keeping interest rates and thereby costs way above where they should be. Two-year rates are trading at 3.72% and overnight Fed Funds should be about 3 1/4% according to our calculations. For samples of our research and…
The FOMC is currently the primary driver of inflation by keeping interest rates and thereby costs way above where they should be. Two-year rates are trading at 3.72% and overnight Fed Funds should be about 3 1/4% according to our calculations. For samples of our research and…
I probably would have fired the head of the Bureau of Labor Statistics too. That's because its process for making estimates is obviously obsolete and error-prone, and there is no good plan in the works for fixing it. The huge revisions in Friday’s employment numbers are…
Oil topped out at $70 WTI again. $66 seems to be a fair resting place; however, a test of $60 and below is also overdue. For more comments on Sector rotation and the markets email [email protected]
More alarming than the revisions are the questions raised about the accuracy and possible motivations behind the BLS having a thumb on the scale.
More alarming than the revisions are the questions raised about the accuracy and possible motivations behind the BLS having a thumb on the scale.
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