Weekly Update

Uncategorized, Weekly Update

This Is Not the Dot Com Boom All over Again


Published November 24, 2017

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Our focus index the Nasdaq 100 (QQQ) has been on fire this year! The article below from the Wall Street Journal notes that unlike the 2000 dot com boom, this tech-fueled rally is built on solid earnings growth. We also note that this year is the first time tech has led the market since the brief post-crash 2003 recovery rally. Here is Riva Gold’s article from this week’s WSJ: (more…)

Uncategorized, Weekly Update

Where the Stock Market Might Be Headed Next


Published November 17, 2017

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We thought the outlook below from Delta Investments provided a good overview of the factors supporting the stock market. Enjoy!

Our 2018 S&P 500 Index outlook is up. If the P/E remains constant as it has for the past two years, the S&P 500 should be up in-line with earnings or about 11%.

The following ten factors support our 2018 bullish investment thesis: (more…)

Uncategorized, Weekly Update

Tech Takeover Speculation – Apple Taking Over Netflix


Published November 10, 2017

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Given that our investment focus is on market indexes and sectors, we don’t talk much about individual companies in our weekly blog. However, this opinion piece from noted investment industry figure Barry Ritholtz published on Bloomberg’s website, showcases two of tech’s (and the Nasdaq’s) largest and most influential companies. We thought you might find it interesting as the market grinds ever-higher. (more…)

Uncategorized, Weekly Update

Is GE the Canary in the Coal Mine?


Published October 27, 2017

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Investors are always wary of the “this time it’s different” mantra. Just before the housing crisis which led to the financial crisis in 2008, we were told that housing had entered a different phase, one where it somehow made sense that people were buying 2 and 3 houses on speculation. (more…)

Uncategorized, Weekly Update

Bullish Developments for Stocks and the U.S. Dollar


Published October 20, 2017

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We took a couple of charts from a recent presentation made by technical analyst J.C. Parets and his firm All Star Charts to highlight a couple of longer-term trends that you might find interesting.

First, the U.S. dollar has been falling all year as the expected rise in interest rates has not really played out and non-U.S. economies have gained strength. Technically, this drop in the dollar is very near a point of key support, one where we would expect the dollar to stop falling and return to a multi-year uptrend. (more…)

Uncategorized, Weekly Update

Happy Happy


Published October 13, 2017

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The stock market continued its happiness this week rising to further new highs. This bullishness is certainly rewarding to our subscribers as well as, frankly, anyone fortunate enough to have chosen to invest in the Nasdaq late last year. (more…)