Client LoginIntroduction History shows Sir Isaac Newton not only to have excelled as a Mathematician and physicist, but also to be a skilled astronomer, alchemist, theologian, and author. Many who have studied Newton’s history know that he published a book called “Opticks” back in 1704, expounding his corpuscular theory of light. He considered light to be made up of extremely subtle …
JOLTs instance “hard” converging towards improving “soft” data. At this pace, Fed gets 1.0 openings/worker ratio by Oct/Nov. Nasdaq 100 became “100% bid”. Since 1996, 6 of 6 times, saw further gains.
October 5, 2022 in FLASHWe publish on a 3-day a week schedule: – Sun eve/ Mon am– SKIP MON– Tue eve / Wed am– SKIP WED – Thu eve / Fri am After a tumultuous decline in the final weeks of September, market technicals were awful and sentiment and positioning bearish. But in each of the past two days, equities rallied strongly, adding >5% …
Treasury Yield and US Dollar decline directly coincided with US Equity gains
October 4, 2022 in Technical StrategyLooking back at the start of October, we’ve seen a very nice kickoff to Q4, and almost too nice of a start following over a 5% gain in Stock indices over the last two trading days. S&P gained more than 200 points, representing the best two-day S&P gain since April 2020. Breadth showed an even more impressive gain with nearly …
Boba Network: A Multichain Layer 2 Focused on Gaming
October 4, 2022 in Crypto Special ReportsClick HERE for the full copy of this report in PDF format. Executive Summary Growing demand for Layer 1 block space. Through 2021, the demand for Ethereum block space has exploded on all metrics. Post-merge, Ethereum will attempt to scale via execution layers, while alternate Layer 1s might continue gaining market share on different use cases. Bridging Web 2 to …
What Our Clients Are Talking About Behind The Scenes
in Wall Street WhispersFLASH COMMENTS: The oversold condition that I wrote about in my last note was combined over the weekend and this morning with some rumor and hope that the FOMC is about to cave in and end its inflation fight. No disrespect to the doves/bulls, but everything I look at suggests this is highly unlikely. Why do I have this view? …
Off The Chain Capital
October 3, 2022 in Crypto Special ReportsExecutive Summary Click Here for full report. Next week, we will host Off The Chain Capital (OTC) for an introductory webinar discussing their value-oriented fund which is well suited to capitalize on current market conditions. Off The Chain Capital is focused on outperforming Bitcoin while simultaneously cushioning downside risks. OTC has outperformed BTC in 8 of the last 12 quarters, …
Reversal looks important, and could extend 10-15%
October 3, 2022 in Technical StrategyQ4 got underway with a welcome 2%+ gain for the Bulls on very strong Advance/Decline data which should help prices extend in the days ahead. Nine sectors rose more than 2% while over four etched out 3%+ gains which looks constructive during a time when Equities are due to carve out an initial trading low. While many rightly require additional …
CR next deadline 12/16, Debates reviewed as midterms draw nearer
October 3, 2022 in US PolicyCongress completed action on a short-term Continuing Resolution (CR) that kicks the federal budget decisions until December 16, after the midterm elections. When Congress returns to pass a bill to prevent a government shutdown, the atmosphere may be very different if, as many anticipate, Republicans win control of the next Congress, which begins on January 3, 2023. One of the …
Inflation divergence between “soft” and “hard” data to resolve in coming weeks/month. Key yield curve not flashing recession.
October 3, 2022 in FLASHWe publish on a 3-day a week schedule: – Sun eve/ Mon am– SKIP MON– Tue eve / Wed am– SKIP WED – Thu eve / Fri am This week is the start of 4Q22. Since Jackson Hole, both Fed and markets have priced in a significant increase in Fed tightening and these actions have raised concerns about financial accidents …
Few Bulls Standing Amidst Rising Market Volatility
in Weekend AlphaGood Evening, There is an adage on Wall Street: Markets take the staircase up, and the elevator down. This week, however, markets got excited and took the elevator both ways in a rollercoaster tape for the stock market. The major averages took a unanimous tumble this week, with both the DOW and S&P 500 ending down -2.91% and the NASDAQ …
