Greed is Good? All Time Highs, AI and NVidia Mania – Traders Market Weekly

Feb 25-March 2, 2024 FEAR NOT Brave Investors Where have we been and where are we going? Join our weekly market thread on Traders Community… The Week That Was – What Lies Ahead? Contents Click on the links below to navigate to the relevant section. Editorial We are reminded of Gordon Gekko and his phrase Greed is Good in these manic FOMO times. The obsessions du jour that gripped the world this week were NVidia earnings and Taylor Swift, too … Continue reading “Greed is Good? All Time Highs, AI and NVidia Mania – Traders Market Weekly”

AI Swinging for The Fences – Traders Market Weekly

Feb 18-24, 2024 FEAR NOT Brave Investors Where have we been and where are we going? Join our weekly market thread on Traders Community… The Week That Was – What Lies Ahead? Contents Click on the links below to navigate to the relevant section. Editorial Hallmarks of previous manias were in abundance this week, from the shrugging off violent selloffs on Tuesday in bonds and stocks after a hot CPI to ramped stocks like SMCI, NVDA and ARM to name … Continue reading “AI Swinging for The Fences – Traders Market Weekly”

China and America, a Tale of Two Markets – Traders Market Weekly

Feb 11-17, 2024 FEAR NOT Brave Investors Where have we been and where are we going? Join our weekly market thread on Traders Community… The Week That Was – What Lies Ahead? Contents Click on the links below to navigate to the relevant section. Editorial While stock markets in America, Australia, France and Germany have all tagged record highs in this thrust higher a huge point of difference is while U.S. equities are in the throes of a major speculative … Continue reading “China and America, a Tale of Two Markets – Traders Market Weekly”

The Dislocation of War and Markets – Traders Market Weekly

Feb 6-12, 2024 FEAR NOT Brave Investors Where have we been and where are we going? Join our weekly market thread on Traders Community… The Week That Was – What Lies Ahead? Contents Click on the links below to navigate to the relevant section. Editorial This week brought a powerful reminder how disconnected financial markets can be, particularly those in the US are from factors that either don’t directly affect them or unrelated to stock prices. The world was at … Continue reading “The Dislocation of War and Markets – Traders Market Weekly”

Traders Market Weekly: America on Show; Big Oil, Apple, FOMC and Boeing

Jan 28 to Feb 5, 2024 FEAR NOT Brave Investors Where have we been and where are we going? Join our weekly market thread on Traders Community… The Week That Was – What Lies Ahead? Contents Click on the links below to navigate to the relevant section. Editorial The S&P 500 reset its intraday record high Friday 4906.69 then drifted modestly lower to close the week 4890.97 ending the S&P 500’s six consecutive record closing highs. With so many headwinds … Continue reading “Traders Market Weekly: America on Show; Big Oil, Apple, FOMC and Boeing”

ECB Leaves Key Interest Rates Unchanged, Short of Markets Hawkish Expectations

ECB kept key rates unchanged in its January monetary policy decision at 4.50%, multi-year highs for the third consecutive meeting, with the closely watched deposit facility rate 4.00%, in line with markets thoughts. The ECB broke their record streak of rate hikes with the pause and markets are also convinced that they aren’t going to add any more considering the state of the economy at the moment. The ECB’s Lagarde did not push back, failing to make use of Middle … Continue reading “ECB Leaves Key Interest Rates Unchanged, Short of Markets Hawkish Expectations”

Traders Market Weekly: Record Highs with Netflix, PCE & Tesla Risk

Jan 21 to 27, 2024 FEAR NOT Brave Investors Where have we been and where are we going? Join our weekly market thread on Traders Community… The Week That Was – What Lies Ahead? Contents Click on the links below to navigate to the relevant section. Editorial A shortened week but with above-average volume at the NYSE with U.S. stock indices trading at or near their highest levels ever. The S&P 500 closed Friday at 4,839, a new record high. … Continue reading “Traders Market Weekly: Record Highs with Netflix, PCE & Tesla Risk”

Traders Market Weekly: Geopolitics and Stormy Weather

Jan 14 to 20, 2024 FEAR NOT Brave Investors Where have we been and where are we going? Join our weekly market thread on Traders Community… The Week That Was – What Lies Ahead? Contents Click on the links below to navigate to the relevant section. Editorial Shrugging off last week’s selling the stock market closed higher, the tenth week of gains in eleven weeks. The S&P 500 finally tagged a new all-time high close on Friday, recovering all of … Continue reading “Traders Market Weekly: Geopolitics and Stormy Weather”

Traders Market Weekly: Hello 2024, Unexpected Opportunity on The Menu

Jan 8 to 14, 2024 FEAR NOT Brave Investors Where have we been and where are we going? Join our weekly market thread on Traders Community… The Week That Was – What Lies Ahead? Contents Click on the links below to navigate to the relevant section. Editorial Global markets wasted no time signaling 2024 liquidity concerns, bonds and stocks spent the week selling off as expected with the short covering and bonus enthused rally of 2023 fully sated for now. … Continue reading “Traders Market Weekly: Hello 2024, Unexpected Opportunity on The Menu”

Traders Market Weekly: Brand New Year, what is Ahead?

Jan 1 to 7, 2024 FEAR NOT Brave Investors Where have we been and where are we going? Join our weekly market thread on Traders Community… The Week That Was – What Lies Ahead? Contents Click on the links below to navigate to the relevant section. Editorial The Santa rally marched on with all three major US Indices closing 2023 with a nine-week winning streak. The Nasdaq and Dow Jones both notching all-time highs in a run that found it’s … Continue reading “Traders Market Weekly: Brand New Year, what is Ahead?”