Episoder
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Amidst all the election and war negativity, there are some very big issues likely to propell this market higher.
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Levels of importance for the S&P 500, Nasdaq, Rates, US Dollar, Oil, Copper. Is economic activity slowing or not?!
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Manglende episoder?
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Important levels for NVDA, S&P 500, rates and the US Dollar along with correlations for stocks/bonds/USD.
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Jobs revision...does it matter? S&P 500 levels of importance. What does it mean to be a "systematic" investor?
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Levels for the S&P 500 cash and futures to pay attention to
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What's causing the stock market to sell off? Is there more? Get the video version of this podcast here: https://rumble.com/v59kwip-are-we-back-to-deflationary-risk-off-part-1.html
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What's Oil (and other Commods) saying? What's MSFT saying? What's VIX saying?
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Today's action and major market TRADE and TREND levels
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Today's daily actionable data
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What is Real World Tokenization and how does it work?
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risk management is all about investing your money in a way that won't blow you up! Chucking your money in a fund or a single stock and hopeing for the best is a thing of the past. Instead, be algorythmically systematic! Let the market tell you want to do, not the other way around.
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On May 30, the title of the podcast that day was that markets were ready to move higher in the face of inflation. The S&P 500 was at 5235 then and, more importantly, was ready to bounce off its TRADE level. It did just that and is now almost 4% higher. The rate of change (RoC) of these price, volume and volatility levels that I give you are valuable. Tune in to see what's next!
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A weak labor market likely brings rate cuts a tad faster. Who does that help? In the short run - investors. But, remember, rate cuts can often be the start of a weakening investment cycle too as investors start to wonder if things are weaker than being reported. Otherwise, why would the Fed need to cut?
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Currently, markets are testing valuable TRADE momentum support. Even though inflation is headed higher, this is not the time or place to give up on stocks or commodities.
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Curent models suggest markets are ready for a sell off. Deep? Probably not as markets are still bullish TREND. Don;t forget the yield curve is negative and has been now for over 15 months. That's important since markets tend to respond to that with a 15 month lag.
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Inflation IS a problem for the consumer. Inflation IS NOT a problem (for now) for stocks. The market could stumble – BUT NOT due to inflation.
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Clips of Danielle Di Martino Booth explaining that the Fed did indeed pivot. The Fed will not REfocus on employment - since it IS weakening - versus solely focusing on inflation. Quantitative Easing is headed back into the system. Inflationary.
Additional clip of Jared Bernstein - Biden Econ Advisor - seemingly not understandind money and markets. -
Jay Powell pivoted after the Fed presser and rate decision.
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Is the falling Yen really that big of a problem? What macro signals are showing similarities to the OCT 2023 stock index lows?
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