In this month’s video, I look at key trends developing in global stock and bond markets. Chart review includes analysis of large-cap, small cap, emerging market, high yield, interest rates, and gold prices. Observations of risk and reward are noted throughout with an emphasis on caution for new money at this phase of the rally in stocks. Recorded on March 7, 2017.
This month’s video takes an in-depth look at the closed-end fund marketplace. Charts include both diversified CEF indexes and single fund names. Overall the trend remains solid, however we are starting to see stretched premiums and tight discounts across the entire spectrum. Risk is high and caution should be warranted at this stage of the cycle. Video recorded after the market close on February 8, 2017.
The churning in the stock market has created little net gain in the major domestic indices over the last four months. In this video, I look at areas of the market that are showing strong momentum, alongside those that should be viewed with caution. Charts include: large cap stocks, technology stocks, U.S. dollar index, emerging markets, interest rates, and municipal bonds. Recorded on October 25, 2016.
Despite a slow start to the month, the major domestic indices have recovered in kind and now sit in the middle of their consolidation range. In this video, I look at areas of the market that are showing a high degree of strength and those that are appearing weaker. Observations of risk and reward are noted throughout. Charts include: large cap stocks, small cap stocks, biotech, REITs, interest rates, and more. Recorded on September 21, 2016.
The structural bull market is still intact for large-cap U.S. stocks as several benchmarks hit new all-time highs. In this video, I look at areas of the market that are showing a high degree of momentum and also sluggish price action. Observations of risk and reward are noted throughout. Charts include: large cap stocks, international stocks, defensive indexes, emerging market bonds, interest rates, and more. Recorded on August 11, 2016.