There has been some considerable options action today in XOP.
Let's look closer at the charts and indicators.
I won't lose money for my clients by buying stocks in companies that are facing lower margins.
How do we invest for a probable slowdown but perhaps a mild one?
Xtrackers Harvest CSI 300 China A-Shares is the purest China ETF play, though there are others to consider, too.
My 2019 market prediction: This is the year in which European equities outperform those in the U.S.
The Fed is bending over backward to be dovish.
The ETF has been in a strong uptrend over the past month with the past week acting as consolidation from the most recent push higher.
You buy the companies that have told you things have bottomed.
There is strong precedent for aggressive rate cuts once the Fed gets started.
Consider buying these dirt cheap GLD puts.
Before I short aggressively I want to see a shift in the price action.
Financial advisors are usually referring to buying stocks and ETFs that have relatively high covariances in performance with the S&P 500.
More FOMO should lead to more MOMO for the S&P 500.
The champion of indexing transformed investing for many, but also impacted the structure of the stock market.
If you are investing in individual stocks you have to do individual research. It's that simple.
The S&P 500 might be in recovery mode, but China is another story.
This is the kind of reversal that happens in a bull market.
It might be time to fill your carriage with Kohl's again.
If the Fed pauses in March, that decision came after the December meeting.
Is all banking GS or is this a buying opportunity for XLF?
I'm still looking for a 'sell the news' reaction to occur as we hear about the trade negotiations with China.
It appears that the longer the selloff stops, the longer the rally will last.
Stocks look very reasonably valued to start the new year.
Conditions look much better now than they did a week ago, but don't rush out and load up on long positions. Remain selective.
Pharma companies that have cash are looking at what has happened to this stock market and buying.
For the first time in years we don't have to sacrifice quality to maintain income.
I am increasingly convinced the only way to generate sustainable trading profits is to wait until the market overreacts and take the opposite side.
A huge beat on the headline job gains plus a clear acceleration of wage growth puts the Fed in a very tough spot.
The wildcard on today's employment data will be if the sudden slowing of growth in manufacturing employment is emblematic of a broader problem.