Markets Likely to Get Hurt by the Trade Agreement Bulls…  Overnight futures indicate that the investors seem to be growing listless and confused by the trade agreement bulls…and are likely to call it what it is and begin to tune out the the rhetoric as manipulative and baseless, unless something concrete and credible is presented (more…)

The Bulls seem tired of all the Bulls… of the Trade War Politics  With the reports of internal opposition in the white house and among the advisers about the “new phase-1 agreement” which is rolling back the “last new phase-1 agreement announced in October” (yes, October, 2019), investors seem tired of looking for a direction (more…)

The Main Outcome from the Tradewar is China (Headlines) Driving the US Economy and the Market Sentiment?  Overnight futures are up strong on news (isn’t this getting tiring, yet?) that China and US have agreed to lift tariffs on each other at the same time, at the same rate. Big win…for whom? This protracted trade (more…)

This Feel-good Ride is Not Going to be Easy! The trade war related headlines seems to be the only game in town…for now. And, it can be as wild as a trigger happy tweet! No bear signs in the sight, but the bull ride could be due for a breather. Until clarity emerges on the (more…)

Is that a Bull Attempting another Peak? With news coming out of China contradicting (or proving, yet again, the desperate attempts to mislead people by our own government) the hype of “imminent deal (phase1, temporary, sham…what ever you might want to call it, depending on your political inclinations and/or preferences), markets may not necessarily be (more…)

Uncharted Territory… As we wrote last week, the bullish narrative instantly shifted from the Fed to the Trade war, and the “optimism”/”hype” surrounding it. This fueled the S&P 500 Index to record highs, and the overnight futures seem to be stop-hunting the shorts. With the index now sporting a P/E ratio in the neighborhoods of (more…)