The Divergence Is Real
The rally is on, or at least so it seems. While the vast majority of
July 13, 2023
Hi friends,Just a brief notice that after my first child being born, I took a 'leave of absence' on this blog for the first year of his life. Now that things are calming down, expect new content soon again!Yours truly, TGS
Trend-followers are enjoying the current rally in U.S. equity indices, with the S&P 500 and Nasdaq continuing to grind higher, painting a picture of resilience. But beneath the index-level strength, individual stock trading remains erratic. Traders are grappling with choppy setups, navigating between punishing whipsaws and euphoric surges. This is
A few months back, before the April tariff crash (did people actually think 2025 Trump was going to be different than 2021 Trump?), I wrote a number of articles of how the US markets are trading in a choppy fashion, full of air pockets, climactic pump and dump, and blue-chip
Hi friends,Navigating global markets in the last few weeks has been an interesting affair, to say the least. After the April tariff crash, popular large-cap indices across the globe have recovered back to or near old price Highs made back Feb/March, staging a mind-bending power rally rivaling 2023 Nov/Dec and
The rally is on, or at least so it seems. While the vast majority of
Hi friends, Another week has come and gone, and a hot summer is approaching. Stock
What do 1929, 1973, 2000 and 2023 have in common? They are and were all
Hello friends, The NASDAQ Composite had its strongest half-year performance sine 1983, posting a 31%
As every year, Boston Consulting Group (BCG) recently came up with their own ideas of
Hi friends, Due to the short last week, and the relative lack of volatility and
Hi friends, I’m currently on holiday, so this report will be rather brief. In essence,
As this thin ice-sheet of a market a.k.a. the mega-9 rally continues to grind higher
Hi friends – Overall, the US markets are stuck in a liquidity-driven rally fueled by
You gotta love a good media buzz. Even people who were up until recently completely
