Making sense of home sales and prices data is challenging as there is little activity in the real...
Market Breadth Improves Amid Massive Rotation
To show the dramatic shift in market breadth, we compare the SimpleVisor Absolute/Relative sector...
Small Stocks Dominate Large Ones- What Comes Next?
Over the five trading days ending July 16, the small-cap Russell 2000 Index (IWM) had its largest...
Stock Rotations On Steriods
On Wednesday, the Nasdaq fell by nearly 3%, the most significant decline in over two years....
What Can We Expect When The Fed Cuts Rates
On Tuesday, we published Fed Rate Cuts – A Signal To Sell Stocks And Buy Bonds? The article...
Goldman Sachs Makes A Case For A July Cut
Goldman Sachs has been vocal over the last week or two, making a good case for the Fed to cut rates...
The UM Sentiment Survey Confirms Consumer Jitters
The University of Michigan consumer sentiment survey (UM) unexpectedly fell sharply a month ago...
The Credit Widening In The Coal Mine
Coal miners used to bring canaries into the mines to protect themselves from harmful gases. The...
Prices Decline Raising The Odds Of A Rate Cut
The Consumer Price Index (CPI) fell 0.1% last month, following 0.0% the prior month and...
QT Today: QE Tomorrow
The Fed’s balance sheet peaked at $9 billion in April 2022. Today, after two years of...