Tag Archives: stocks

Nasdaq – Nasdaq 100 Ratio at 2000 Levels – Massive Crash Just around the Corner?

After 19 long years the Nasdaq – Nasdaq 100 Ratio has reached the record lows it saw in 2000, when a hand full of tech stocks outperformed the broader market.  This occurred at the market peak just before the dotcom bubble … Continue reading

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Chinese Yuan Warning Major Correction Ahead?

The Chinese Yuan is well correlated to risk assets. A sudden depreciation in the Yuan has often lead to major sell offs in risk assets. With the Yuan depreciating appreciably in the last few weeks a major sell off in … Continue reading

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Mid Week Market Insight

The US markets continue to out perform amidst glaring divergences and sky high valuations. Emerging markets continue to sell off despite recent dollar weakness. This weeks report focuses on key developments in global stock markets from some of the best … Continue reading

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Mid Week Market Insight

The US markets continue to out perform amidst glaring divergences and sky high valuations. Emerging markets continue to sell off despite recent dollar weakness. This weeks report focuses on key developments in global stock markets from some of the best … Continue reading

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Mid Week Market Insight

Markets are at record highs. Valuations appear to be stretched. Here is the latest on valuations from some of the best asset managers, market commentators, financial analysts and CMT’s of today: Valuations https://platform.twitter.com/widgets.js via Blogger https://ift.tt/2POreJ9

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Mid Week Market Insight

The contagion in Turkey appears to be spreading to Brazil, with the Brazilian Real hitting new lows. The US economy continues to hum along with rate hikes on track despite emerging market woes and the strong dollar. The US markets … Continue reading

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Mid Week Market Insight

The Turkish economy and Lira in complete free fall as bond yields eclipse 20%. Chinese stocks continue to post declines and a hard Brexit looks increasingly likely. These and other stories from some of the best asset managers, market commentators, … Continue reading

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Some Interesting Market Divergences

The recent up move in the market has come on waning market momentum and declining market breadth. Also the very narrow leadership shown by the FANG stocks is now developing cracks. With valuations still in the stratosphere and tightening by … Continue reading

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Mid Week Market Insight

A bit of curve steepening going into next weeks fed meeting. Momentum clearly outpacing value and that ever expanding ECB balance sheet. These and other stories from some of the best asset managers, market commentators, financial analysts and CMT’s of … Continue reading

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Mid Week Market Insight

The Chinese yuan continues its sell off taking other emerging currencies with it. More curve flattening amidst insanely high valuations. These and other stories from some of the best asset managers, market commentators, financial analysts and CMT’s of today: Mid … Continue reading

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