Month: September 2019

Last Friday, I picked up some shares of the KraneShares China Internet ETF (KWEB). It invests in a portfolio of China-based companies whose primary businesses are in the Internet and Internet-related sectors. Top holdings include Alibaba (BABA), […]

Stocks have mostly drifted gently downward over the past several trading days but most indicators are still suggesting the bulls are in control. Large-caps, with the exception of health care and energy, are all flashing […]

One of the biggest stories in the financial markets today is the White House contemplating limiting or completely choking off investment into China.   China stocks have plunged on the rumor with China ETFs down […]

The bleeding in Treasuries finally stopped last week but the question now is if this is just a snapback from an oversold drop or if this was a short-term correction in a Treasury bull that […]

Small-caps have staged an impressive rally over the past couple of weeks. Since trade tensions softened and Treasury yields soared, small-caps have smacked around large-caps returning 6.5% compared to just a 2% return for the S&P 500. […]

As you likely already know, Saudi Arabian oil fields were damaged in a drone attack over the weekend crippling roughly 5% of the world’s daily oil output. Both WTI and Brent crude oil prices are up […]

That’s what at least one market watcher thinks. A surprise drone strike on Saudi Arabian oil fields that figure to take half of the country’s oil production offline could send oil prices soaring in the […]

For the first time since the fourth quarter correction of last year, value stocks are taking market leadership. That instance was more that value stocks lost less than growth stocks. Right now, value stocks are […]

Bank stocks are back in rally mode after the spike in Treasury yields has resulted in the group gaining 10% in just the past couple of weeks.   Bank stocks have been suffering ever since […]

Cyclicals have taken over the lead from defensive stock over the past two weeks. The tech and consumer discretionary sectors are up more than 5% during that time while the core defensive sectors – real […]