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Markets' Steep Ascent is Unsustainable (3/27/24)

The end of the month of March marks another round of quarterly rebalancing in portfolios. Markets have remained within a well-defined trend channel f…

2 years, 3 months ago

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Do Technical Measures & Valuations Matter? (3/26/24)

Baltimore Harbor is closed following the collapse of the Francis Scott Key Bridge, hit by an out of control freighter. Weaker Regional Economic Surve…

2 years, 3 months ago

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Markets Will Retest the 200-DMA (3/26/24)

Markets have scored very positive returns over the past five months. When markets are so deviated from the 200-DMA, ultimately, they will connect bac…

2 years, 3 months ago

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Are Market Bubbles a Function of Psychology? (3/25/24)

Stop the re-makes of '80's movies (Roadhouse)! Markets are going into 5th straight month of gains, remaining over-bought and trading in a very narrow…

2 years, 3 months ago

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Risk is Building for a Correction...at some point (3/25/24)

Markets have had a very strong advance over the past 21-weeks. The one thing we keep paying attention to is the indicator of the convergence/divergen…

2 years, 3 months ago

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Beware the Risks in Medicare Advantage 2024 (3/22/24)

What do the Three Stooges and the Fed's rate cut plans have in common? Risk appetites are on the rise with the Reddit IPO; what if inflation heats up…

2 years, 3 months ago

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How Will the Fed Rate Announcement Affect You? (3/21/24)

Markets respond to the Fed rate announcement, indicating at least three rate cuts this year, the first one coming as soon as June. Danny & Jonathan d…

2 years, 3 months ago

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The Fed's New Form of QE (3/19/24)

There's a definite correlation between changes in stock buybacks and changes in market performance. With the closure of the stock buyback window by t…

2 years, 3 months ago

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Follow the Bouncing 20-DMA (3/19/24)

The markets continue to bounce along the 20-DMA, each time touching the mark, the algo's kick in to push stocks to the top of the trading range. This…

2 years, 3 months ago

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The Bull Market Trend is Showing Some Cracks (3/18/24)

During the week we were off for Spring Break, absolutely nothing changed: There is still no reason for the Fed to cut rates, and markets have finally…

2 years, 3 months ago

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