Monthly Archives: August 2021
Daily Market Intelligence 9/1/21
Tomorrow our focus will be on guaging early buying interest in the Indices. I’ve been pounding the table for days that Amazon had bottomed. There remains a huge overhead gap that Amazon is going to fill. If you think you … Continue reading
A.M. Look 8/30/21
Debt instruments on both sides of the pond have rolled to December. I do not follow the December contract for another couple of weeks in the U.S. Having the wrong month will give you an erroneous view of the spreads. … Continue reading
Daily Market Intelligence 8/30/21
Powell was given cover by every economic heavyweight to pullback on QE and he balked!. Money for nothing will keep asset prices bouyant. Month end is Tuesday which should keep capital flows positive into the mid-week shuffle. No bloody selling … Continue reading
A.M. Look 8/27/21
Jackson Hole show starts @ 9 A.M. CDT. Today will set the tone for the final 2 trading days in August, The room had a large gathering late yesterday to discuss possible ramifications and potential price action. The most impactful … Continue reading
A.M. Look 8/19/21
Weekly ORL stops on AAPL and GOOGL are being elected in pre-market. Pay attention to the game!! Longs have not begun to move. Fang names will be an important matching mechanism today. Spoo/Bond is into first support @ bottom of cloud. … Continue reading
Daily Market Intelligence 8/18/21
The room was treated to a great conversation with Yra, Andrew & Angelo. The discussion centered around the articles being dropped in the media by FED members of a tightening to be announced @ Jackson Hole next week. Yield curve … Continue reading
Daily Market Intelligence 8/18/21
The room was treated to a great conversation with Yra, Andrew & Angelo. The discussion centered around the articles being dropped in the media by FED members of a tightening to be announced @ Jackson Hole next week. Yield curve … Continue reading
Daily Market Intelligence 8/12/21
Industrials, Transports & Financials Basically a Dow driven rally. THO, ARCN and Yra’s UBS continue to do well It’s Wednesday and we don’t add risk into a strong close. Spreads are positive. Russell put in a bottoming pattern today. The … Continue reading
A.M. Look 8/12/21
Russell Napier and Yra https://youtu.be/qr5s-9BJGGY Gold rallied to the scene of the crime. I have no trading bias. Spoo/Bond has not backed off. Russell; looking at the Matrix # for upside bias. The less you do the happier you’ll be!
Daily Market Intelligence 8/11/21
We spent some time in the room speaking about Gold and the Equity rotation ahead of tomorrow’s inflation data. Follow the Bonds early. Higher Yields will hit the Gold and provide a further bounce in the Dollar. Euro… use 116.00 … Continue reading