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It Might Take a Recession to Slow Down the Consumer
over 1 year ago by Ben Carlson @ A Wealth of Common Sense

Prosecuting a chart crime....

[PLUS] Weekly Market Perspectives – Macro Stability Offers Support
over 1 year ago by Peter @ All Star Charts

From the desk of Willie Delwiche. The yield curve is getting a lot of attention right now, and deservedly so. An inversion in the spread between the 10-year and 3-month Treasury yields has an unblemished record in anticipating recessions. But beyond that suite of indicators, there is actually evidence that macro conditions have stopped deteriorating.       […] The post [PLUS] Weekly Market Perspectives – Macro Stability Offers Support appeared first on All Star Charts.

PLUS

Energy Price Volatility Adds Uncertainty for Producers and Consumers
over 1 year ago by IBKR Traders’ Insight

After a few volatile years occurring after the beginning of the COVID-19 Pandemic, oil prices have retreated modestly with a weaker energy demand outlook partially offsetting concerns about tight supplies. The post Energy Price Volatility Adds Uncertainty for Producers and Consumers appeared first on Traders' Insight.

Black Knight: Mortgage Delinquency Rate Increased in October, Impacted by Hurricane
over 1 year ago by Calculated Risk @ Calculated Risk

From Black Knight: Black Knight’s First Look: Prepayment Activity Hit Record Low in October as Rates Topped 7%; Mortgage Delinquencies Up 4.5% in First Signs of Hurricane Ian Impact• Prepayments fell 16.5% to a single-month mortality (SMM) rate of 0.48%, well below the previous record of 0.55% and the lowest recorded since at least 2000 when Black Knight began reporting the metric• The national delinquency rate rose 4.5% in October to 2.91% – up 12 basis points since September – driven by a sharp 9.4% rise in 30-day delinquencies• Florida led the jump in new early delinquencies (+19K) – with the state delinquency rate rising 53 basis points to 3.42% -- giving an initial indication of Hurricane Ian impact• Loans 60 days past due ticked up 2.9% nationally, while those 90 or more days delinquent saw continued – if modest – improvement, inching...

FREE TRADING LESSONS 20+ HOURS OF FINANCIAL EDUCATION
over 1 year ago by Akil Stokes (Trading Coach at Tier On... @ Trading Coach Podcast

Elon Musk Sees Record Net Worth Erosion Amid Tesla Headwinds, Twitter Missteps — Here’s How Much He Lost In 2022
over 1 year ago by IBKR Traders’ Insight

Elon Musk’s fortunes suffered a serious dent this year, as the shares of his electric vehicle venture Tesla Inc. anguish. The post Elon Musk Sees Record Net Worth Erosion Amid Tesla Headwinds, Twitter Missteps — Here’s How Much He Lost In 2022 appeared first on Traders' Insight.

A Dynamic Tape, Crosswinds of Newsflow
over 1 year ago by IBKR Traders’ Insight

Supportive tailwinds yesterday came from Cleveland Fed President Mester and San Francisco Fed President Daly who reiterated the Fed is likely to move to a slower pace of rate hikes. The post A Dynamic Tape, Crosswinds of Newsflow appeared first on Traders' Insight.

GOLD

2023 Thematic Outlook: Rethink Growth
over 1 year ago by IBKR Traders’ Insight

In 2023, the potential for performance dispersion among equities could mean it finally pays for growth and tech equity investors to consider getting selective again. The post 2023 Thematic Outlook: Rethink Growth appeared first on Traders' Insight.

[Options P2P] Trade Alert: Exited ITB Position
over 1 year ago by Sean McLaughlin @ All Star Charts

We had a resting GTC order filled in the Paid-to-Play portfolio today: The post [Options P2P] Trade Alert: Exited ITB Position appeared first on All Star Charts.

AMZN & TSLA Causing Weak Sector Rotation For XLY | Julius de Kempenaer | Sector Spotlight (11.22.22)
over 1 year ago by StockCharts @ StockCharts.com YouTube Channel

In this episode, Julius presents a big sector special for the Consumer Discretionary sector. After a very brief review of Asset Classes and, more specifically, BTC, followed by a quick look at general sector rotation, Julius dives into Consumer Discretionary. He highlights the difference in rotation between XLY and its Equal Weight counterpart, then picks some of the more interesting charts in the sector. Clearly AMZN and TSLA are the party poopers here, but, when we look beyond these two big boys, there are actually quite a few good-looking charts that offer opportunities for investors. 00:00 - Intro 01:34 - Asset Class Rotation 04:55 - Sector Rotation 10:23 - Sector Special: Consumer Discretionary 26:28 - Conclusion Julius' articles: This Stock Trades At a 70% Discount In a Sector That Shows Strong Rotation - https://schrts.co/yAXRfJYg Connect with Julius: https://www.relativerotationgraphs.com/ Email Juliusdk@stockcharts.com Twitter - https://twitter.com/RRGresearch Facebook...

Football and Future Trends
over 1 year ago by IBKR Traders’ Insight

Throughout, Iain’s message was clear: give people inspiring projects, get them to collaborate, but also learn when to move on – and the planet’s problems can begin to get solved. The post Football and Future Trends appeared first on Traders' Insight.

U.S. Equities Stall As Tesla Fades | Tom Bowley | Trading Places (11.22.22)
over 1 year ago by StockCharts @ StockCharts.com YouTube Channel

Tom discusses the current back-and-forth action, providing key levels of support and resistance on the S&P 500 and NASDAQ. He then explores the industry group leadership since the Q4 rally began. Tom shares a little-known secret about the StockCharts Technical Rank (SCTR), before wrapping up the show with key earnings and the 3 You Must See. 0:00 - Introduction 2:38 - Daily Market Recap 10:55 - Talking Technically 20:33 - Sentiment Update 26:59 - Earnings Spotlight 28:29 - 3 You Must See Connect with Tom - Website: https://www.earningsbeats.com/ Blog: https://www.stockcharts.com/articles/tradingplaces ––––– Enjoy this video? Subscribe to StockCharts on YouTube to watch more great content from top financial experts, with new content posted daily: https://tinyurl.com/wvet7qj See what better financial charting can do for you! Start your FREE 1-month trial today at https://stockcharts.com FOLLOW US Twitter: @StockCharts : https://tinyurl.com/tt7429e @StockChartsTV : https://twitt...

Knowing When to Change Your Investment Process
over 1 year ago by IBKR Traders’ Insight

The market changes over time. Strategies that work for very long periods of time will sometimes stop working. As an investor, you need a framework to deal with that. The post Knowing When to Change Your Investment Process appeared first on Traders' Insight.

Research links: economic forecasts
over 1 year ago by abnormalreturns @ Abnormal Returns

Tuesdays are all about academic (and practitioner) literature at Abnormal Returns. You can check out including a look at why our understanding...