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July 27, 2021
MacroBusiness Access Subscriber Only Content Morgan Stanley with the note: NBER confirms the shortest recession in history at just 2 months. From the day the recession began last year, we’ve been ahead of the consensus with the progression of this new cycle staring with the v-shaped recovery. It’s all happening faster than normal and that means rotations and changing leadership is happening faster too. There are 1062 words left in this subscriber-only article. Our midcycle transition starti...
May 21, 2021
by Tyler Durden Friday, May 21, 2021 - 01:20 PM Earlier today we pointed out the big highlight from the latest Goldman hedge fund tracker for Q1 2021, which is that after years of being the undisputed king, Amazon was finally dethroned from atop its throne at the top of the Hedge Fund VIP list and replaced with fellow FAAMG stock Facebook. As noted earlier, despite the change at the top, the same five stocks still rank atop Goldmans list of the most popular long positions, however in a new ord...
March 3, 2021
Ziply Fiber If your cable provider is on this list, all you need to do is download the HBO Max app on a smart phone, tablet, or third-party streaming device. You will be prompted to sign in through your cable or digital media provider before you will be able to start streaming. You can also log in directly at HBOMax.com using your cable credentials. How to get HBO Max through your digital media provider Source: Keegan Prosser / Android Central There are a handful of digital media providers who ...
February 28, 2021
Falling Bonds and rising yields are creating a condition in the global markets where capital is shifting away from Technology, Communication Services and Discretionary stocks have suddenly fallen out of favor, and Financials, Energy, Real Estate, and Metals/Miners are gaining strength. The rise in yields presents an opportunity for Banks and Lenders to profit from increased yield rates. In addition, historically low interest rates have pushed the Real Estate sector, including commodities tow...
February 25, 2021
February 24, 2021 | Bonds And Stimulus Are Driving Big Sector Trends And Shifting Capital Chris Vermeulen Chris Vermeulen has been involved in the markets since 1997 and is the founder of TheTechnicalTraders.com. He is an internationally recognized technical analyst, trader, and author of the book: Technical Trading Mastery. Chris has developed trading strategies that incorporate technical analysis, position-sizing, and risk management to boost performance while reducing portfolio risk. Fallin...
February 24, 2021
Nasdaq Burnout Share Trending For months, anytime the hot mega-cap names had a hiccup, there was a line of experts saying it was the start of the long-awaited rotation into value. It’s finally happening in a big way as those unstoppable locomotives continue to slide off the rails. Still, a few of those names found buyers later in the day to finish higher. There was only one more loser in yesterday’s session than Monday’s session. Although that was not the case early in the session as ...
February 8, 2021
February 7, 2021 | Will 2021 Prompt A Big Rotation In Sector Trends? – PART I Chris Vermeulen Chris Vermeulen has been involved in the markets since 1997 and is the founder of TheTechnicalTraders.com. He is an internationally recognized technical analyst, trader, and author of the book: Technical Trading Mastery. Chris has developed trading strategies that incorporate technical analysis, position-sizing, and risk management to boost performance while reducing portfolio risk. An interesting q...