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Tuesday links: the tragedy of DeFi
over 1 year ago by abnormalreturns @ Abnormal Returns

The End Is Near | Larry Williams Special Presentation (11.15.22)
over 1 year ago by StockCharts @ StockCharts.com YouTube Channel

The end of this year is close, so this will probably be the last special for Larry for 2022. But is the year going to close in a good or bad way? Larry thinks it will be in a good way, and explains why. Today, the focus is on his forecast for the stock market, gold, and bonds into the end of 2022 and into 2023. 00:00 Intro 01:43 Why Do Traders Lose Money? What Is The Wealth Killer? 04:10 Gross Domestic Product, Can Things Get Better? 06:24 Amazon Cycle Forecast (AMZN) 08:28 Bitcoin Gone Bust 09:37 Crude Oil 12:39 Tesla (TSLA) 14:19 FANG To Go Bang! 15:17 Microsoft (MSFT) 15:55 Apple (AAPL) 17:33 Long Term Stock Market Forecast 2022 18:30 Are We In A Recession? 20:35 Words To Live By 24:21 Larry's Master Inflation Cycle 25:34 Cycle Forecast For Gold 25:57 Cycle Charts 28:45 Keep This In Mind 29:32 William's Money Flow Index 30:04 Mid-Term Year Election Bias 30:59 How Larry Sees It - What To Do Now Connect with Larry: https://www.ireallytrade.com @CNBC Television @Bloombe...

RRG Shows Rotation from Discretionary to Energy | Julius de Kempenaer | Sector Spotlight (11.15.22)
over 1 year ago by StockCharts @ StockCharts.com YouTube Channel

This week's episode of Sector Spotlight is dedicated to a review of the current state of sector rotation in both asset classes and sectors. At Asset Class level, the rotations for the USD and its digital counterpart Bitcoin are worth a closer look as both are showing interesting technical developments. At sector level, the main takeaway is that many sectors are reaching resistance levels and so far have not been able to break these barriers. The exception is the Energy sector, which broke to new highs and seems to be attracting money from the Consumer Discretionary sector, which is close to breaking relative support. 00:00 - Intro 01:36 - Asset Class Rotation 15:45 - Sector Rotation 26:20 - Conclusion Julius' articles: Another Risk OFF Signal -- https://schrts.co/upzqIAWF Connect with Julius: https://www.relativerotationgraphs.com/ Email Juliusdk@stockcharts.com Twitter - https://twitter.com/RRGresearch Facebook - https://www.facebook.com/RRGresearch/ LinkedIn - https://www.linke...

Looking Back at Crypto’s Wild Ride
over 1 year ago by IBKR Traders’ Insight

In yesterday's piece, I noted the remarkable tendency for big market events to occur when I'm out of the office. Although I asserted that FTX would be proven to be more significant than Thursday's CPI driven rally (which continues this morning after today's PPI report), we proceeded to discuss the ramifications of the big moves in stocks and bonds. Today we focus on FTX and the crazy ride in bitcoin and other cryptocurrencies. The post Looking Back at Crypto’s Wild Ride appeared first on Traders' Insight.

BITO

Home Construction "Building" Momentum | Tom Bowley | Trading Places (11.15.22)
over 1 year ago by StockCharts @ StockCharts.com YouTube Channel

Tom recaps the action from Monday, highlighting the profit taking that took place. Overall action, however, remains quite bullish and an unexpected group - home construction ($DJUSHB) - could lead the way. Tom explains his strategy here and provides a simple scan at StockCharts.com to highlight the companies likely to benefit. He covers a strong Walmart (WMT) earnings report, before wrapping up the show with the 3 You Must See. 00:00 - Introduction 04:48 - Daily Market Recap 11:36 - Talking Technically 14:07 - Industry Focus 22:51 - Predefined Scans 24:15 - Earnings Spotlight 27:02 - 3 You Must See Connect with Tom - Website: https://www.earningsbeats.com/ Blog: https://www.stockcharts.com/articles/tradingplaces #homebuilders ––––– 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 tr...

NY Fed Q3 Report: Household Debt Increases, Delinquencies "very low"
over 1 year ago by Calculated Risk @ Calculated Risk

From the NY Fed: Total Household Debt Reaches $16.51 trillion in Q3 2022; Mortgage and Auto Loan Originations DeclineThe Federal Reserve Bank of New York's Center for Microeconomic Data today issued its Quarterly Report on Household Debt and Credit. The Report shows an increase in total household debt in the third quarter of 2022, increasing by $351 billion (2.2%) to $16.51 trillion. Balances now stand $2.36 trillion higher than at the end of 2019, before the pandemic recession. The report is based on data from the New York Fed's nationally representative Consumer Credit Panel.Mortgage balances rose by $282 billion in the third quarter of 2022 and stood at $11.67 trillion at the end of September, representing a $1 trillion increase from the previous year. Credit card balances also increased by $38 billion. The...

What Can We Expect From a Lula Presidency?
over 1 year ago by IBKR Traders’ Insight

Luiz Inácio Lula da Silva narrowly outran Jair Bolsonaro in a tight race for Brazil’s presidency and will take office on January 1, 2023. The post What Can We Expect From a Lula Presidency? appeared first on Traders' Insight.

Emotional Stops: How to avoid going on tilt
over 1 year ago by Michael Martin @ MartinKronicle

Hey there. Happy Tuesday mo fo’s. So part of going on tilt can be avoided. If you think of the following, as I’ve mentioned before, every trade has two payoffs. The financial payoff and the emotional payoff. Now, when those things diverge and you don’t get the financial payoff, the emotional one can send you […] The post Emotional Stops: How to avoid going on tilt appeared first on MartinKronicle.

Inflation, Recession and the Road Ahead
over 1 year ago by IBKR Traders’ Insight

PIMCO Economist Tiffany Wilding shares her economic outlook for the next 12 months, and some potential positive outcomes of today’s challenges over the long-term. The post Inflation, Recession and the Road Ahead appeared first on Traders' Insight.

Research links: misunderstanding complex systems
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 the intangible value...

Couple More Liquidations, Then Up Only?
over 1 year ago by Louis Sykes @ All Star Charts

We pride ourselves on never being dogmatic and always being open to any scenario. What often marks a great technical analyst is the ability to choose to be objective and not letting emotion get in the way of analyzing money flow. And we all have that choice. We can be driven by an immediate emotional […] The post Couple More Liquidations, Then Up Only? appeared first on All Star Charts.

Boring is Beautiful in Investing
over 1 year ago by Ben Carlson @ A Wealth of Common Sense

Why successful investing should be like watching paint dry....

REIT Watch – Industrial S-Reits See Resilience Despite Macro Challenges
over 1 year ago by IBKR Traders’ Insight

All eight of Singapore’s industrial S-Reits have reported their respective Q3 financial results or business updates. The post REIT Watch – Industrial S-Reits See Resilience Despite Macro Challenges appeared first on Traders' Insight.

Lawler: Are US Rents Falling?
over 1 year ago by Calculated Risk @ Calculated Risk

Today, in the Calculated Risk Real Estate Newsletter: Lawler: Are US Rents Falling?A brief excerpt: After increasing at a pace unseen in US history from the Spring of 2021 to the middle of 2022, it appears as if US rent growth has slowed sharply over the past few months. Indeed, the most “high frequency” data (meaning most timely) suggest that US rents may have stopped increasing this Fall, and may actually have begun to decline....Below is a table showing the monthly % changes in these rent indexes NOT adjusted for seasonal fluctuations.<img...

2 Solar Energy Stocks For Your November 2022 Watchlist
over 1 year ago by IBKR Traders’ Insight

Solar energy stocks have been on the rise in recent years. This comes as more and more companies and homeowners alike are looking for ways to reduce their carbon footprints. The post 2 Solar Energy Stocks For Your November 2022 Watchlist appeared first on Traders' Insight.

CoreLogic: Annual Single-Family Rent Growth Decelerates
over 1 year ago by Calculated Risk @ Calculated Risk

From CoreLogic: Annual Single-Family Rent Growth Decelerates for Fifth Consecutive Month and Seasonal Patterns Return Consistent evidence of a single-family rental market cooldown follows nearly two years of above-trend rental price hikes. Single-family rent growth in September 2022 slowed for the fifth consecutive month to 10.2% from a high of 13.9% in April 2022. Additionally, rent growth this September was slightly below that of September 2021. The rent increase slowdown comes as inflation stretches tenants’ pocketbooks.“Annual single-family rent growth decelerated for the fifth consecutive month in September but remained at more than twice the pre-pandemic growth rate,” said Molly Boesel, principal economist at CoreLogic. “High mortgage interest rates may be causing potential homebuyers to hit pause and remain renters, keeping pressure on rent prices. However...