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Posted on January 12, 2025 by bhah2014
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Posted on January 7, 2025 by bhah2014
This isn’t turning out to be the January that many investors hoped for after Santa refused to visit Wall Street. For quite some time I’ve advised to keep an eye on WTI Crude Oil and the effect it has on rates. Rates will have an effect on stock multiples, and the Fed – in the latter’s […]
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Posted on December 6, 2024 by bhah2014
This was going to be the Afternoon Update, but I think we’ll call it the Daily Wrap. Last week Small Caps were the winner, gaining +1.3% on the week and +5.85% over the last 2 weeks as Small Caps made an effort to seemingly rotate in. By way of comparison, last week Nasda-100 lagged with […]
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Posted on November 16, 2024 by bhah2014
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Posted on November 5, 2024 by bhah2014
9:51 p.m. ET Looking at asset classes, the moves tonight are very positive for Trump. Of course it will be a long night and a lot will change, but I saw a big move in markets when Decision Desk HQ is projecting that Trump is to win battleground state, North Carolina. The long bond sank. […]
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