by Pinchas Cohen The Week That Was Uncertainty is the Name of the Game US Fiscal Policy Last week was dominated by politics, from the attempt to recuperate from the North Korea tensions, ...
Thursday was a strong down-trend day with all markets falling 1.5 to 2%. That hasn't happened for a long time so sentiment is moving to extremes. Lots of questions and rhetoric about this being 'THE ...
Most science and technology funds are passively-managed and capitalization-weighted. Not this one! It might well be a valuable adjunct to such homogeneity... We used to think of tech stocks as those ...
by Pinchas Cohen Key Events Yesterday, US stocks and Treasuries advanced, while the dollar declined, after the release of the Fed minutes revealed that policymakers are worried about inflation ...
By Pinchas Cohen Key Events Following a lackluster Asian session, European shares rose as investors are hesitant ahead of the Federal Reserve minutes release. Yesterday, European trading gained as ...
AT40 = 39.5% of stocks are trading above their respective 40-day moving averages (DMAs)AT200 = 50.4% of stocks are trading above their respective 200DMAsVIX = 12.0Short-term Trading Call: ...
by Pinchas Cohen Key Events Global stocks extended their rebound with a growing risk appetite, as Asian and then European markets climbed following a cooling down of tensions between North Korea and ...
Last week, we said: It is commonly accepted to say the dollar is “printed”, but we can see from this line of thinking it is really borrowed. There is a real borrower on the other side of ...
by Pinchas Cohen Global Affairs As tensions between the US and North Korea abate, indices in Asia and Europe climbed higher while gold, the yen and Treasuries declined. Today was the first day of ...
Last week, I was having lunch with a prospective portfolio management client discussing the current market and economic backdrop and the related risk to invested capital. During our appetizer of stone...
