In the past 3 elections when the president was elected the markets net flows into markets have been positive hence further upside in the markets. When 2020 election ends will it be the same?
Bond rates to Explode?
The rates are near a trend line and if it is to explode up this will be a reflation that the FED and many central banks have been trying to act upon. However the MOVE which is measuring the volatility in bonds is rising. Last time it rose the rates drop swiftly as seen in February and March.
S&P trading within a range still!!!
Up to the day of elections the S&P is trading in a range. What will happen next may be dependent of the results to move out of this range. we shall see?
Rotation...Rotation...Rotation
Small cap stocks appear to be rising while tech is lagging. Signs of a rotation in place but will it continue moving forward?
BABA smacked because of ANT IPO halted!
BABA is near the bottom of an uptrend channel but it happened all in one day. Now what? I am in the camp of buying more BABA but this is a very long term trade. There maybe more trouble ahead for BABA in the near term as it has taken a significant draw down relative to being one of China's biggest market cap stock.