The S&P 500 closed above 2800 on Friday, coming to rest at 2804 by the 4pm close. Five months have passed since we last breached that level. The period in between was filled with volatility and downside risk, thrashing investors around with a force like the wind and churning waters of the Drake Passage. Then […]
A Bottom Up View
— By Fred Dunlap — It’s a new year and it’s time for some reflection. Perhaps it’s time for a mid-life crisis. I haven’t experienced one of those, so being a proactive sort, I figure it’s time to check the box and get that one off my list. I’ve spent six decades on this planet, […]
FIVE “Tugs of War”
— By Fred Dunlap — The stock market continues its recovery from the abyss on Christmas Eve. Gone it seems is the sentiment that drove the S&P to the low 2300s on the day before Santa hitched up his sleigh. As of Friday’s close, the S&P has climbed to 2671, a 57% recovery of the […]
The Rise of the Machines
— By Fred Dunlap — Friday was a good day. The Dow jumped 747 points on three positive developments: a strong December Jobs Report, a better message from the Fed, and news that China is relaxing their banking standards in response to their weakening economy. Thursday was a bad day. The Dow fell 660 points […]
When the Fed Can Kill
-— By Fred Dunlap — I’m ahead of schedule for another Newsletter, but circumstances warrant it. Yesterday the Federal Reserve completed its December meeting. Chair Powell delivered a press conference at 2pm, something that wasn’t received well by the markets. The Fed raised rates by a quarter-point as expected. What wasn’t anticipated, however, was the […]
When Sentiment Can Kill
— By Fred Dunlap — Good evening, Everybody. Happy Holidays to you. You know my gig. I pump one of these Newsletters out a couple times a month (or thereabouts), the timing of which coincides with interesting, important, momentous and sometimes humorous developments. Things that would be of interest to my subscriber masses out there. […]
Are You Waiting? Yep, Me Too…
– By Fred Dunlap – November 28th (9:30 AM EST) Minutes hang like hours when you are waiting for someone. But what then do days hang like? And as long as we’re at it, how about 16 days? For it has been sixteen days since we last discussed the two remaining open issues which will drive […]
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