Don Vialoux notes on his blog that seasonal influences can be magnified during mid-term elections. I might add my own observations unique for this year—that is the influence the current trade talks. Markets might see lots of uncertainty for as trade wars escalate over the scary months of September and/or October – which are the Read More
Idea’s for seasonal and technical rotation
In about 2 months, we enter into the best six months “buy” season. Officially, it arrives about the end of October/early November, but you can get a buy point any time between August and early November. Some sectors are affected by seasonal trends to a greater degree than others. As the “worst six months” season Read More
Are the FANG’s still sharp?
FANG stocks (Facebook, Apple/Amazon, Netflix, Google) have been market leaders for the past few years. There was nothing any of them could do that would go wrong. However, you have to keep an eye on these market darlings. Things can change – As noted in a few of my recent blogs, it is my opinion Read More
Will the trade deal launch the European markets?
We pulled most of our non-North American exposure from the ValueTrend Equity Platform at the beginning of the year—and disposed of our final European position a month or so ago. We’re happy to have done so. Major world economies such as the larger European block, Japan, and China have suffered since the New Year. Today Read More
Sectors to consider in a rotational market
Through this blog, I have long recommended that readers consider using a trading strategy utilizing various technical analysis methodologies. As I have often noted to readers: Everyone is a hero in a bull market. It’s the bear markets that separate the competent investors (and Money Managers) from the wanna-be’s. It is in the current sideways Read More
Comparing Canadian REIT’s to US REIT’s
Technically, the Canadian REIT scene is in pretty decent shape. The iShares REIT ETF (XRE-T) seems to be happily moving up in a nice uptrend. Its following my key trending rules of making higher highs and higher lows on the weekly chart. That, and its above its 200 day SMA. However, the sector is coming Read More
You got to know when to hold ’em, know when to fold ’em, know when to walk away, and know when to run
To start this blog, I thought I’d move away from my frequent references to rock n roll songs, and bring a classic Country Western song into focus. By the title of this blog, you know the song (Kenny Rogers, The Gambler ). Here’s the clip to this timeless classic: Kenny Rogers – The Gambler The Read More
Rotation of the guard?
Given the correction we seem to be getting – which was indicated as likely on my blog last week – I thought I’d look at the major US sectors to see how the defensive names are doing. That is, how the utilities and staples, might be faring. Sometimes you will see an initial move into Read More
Canadian sectors: In search of trending or sideways stocks
A quick shout-out to reader Bill, who rattled my cage and reminded me to write this blog – which I had promised to write after doing an April 18th blog on the major US sectors. So….Let’s have at it, shall we? The TSX composite is comprised of 9 main sectors. They are, with their Read More
Sectors – some to hold, and some to fold
There are 9 SPDR ETF’s trading on US markets. These ETF’s represent the most actively traded industry sectors. I thought I’d take a very high-level look at the trends and formation on all 9 of these ETF’s. This might afford a more informed approach to our buy/hold/sell decisions on these sectors, and the stocks contained Read More