


Goodluck Next Week -RH Intra-Week Post: Last Week's Post:
Historically has been a pretty reliable leading indicator. Short Term Sentiment measures are at extremes, expecting a mild-moderate pullback to manifest in the next 2-10 days.
Market's at all time highs. Fed cut again, came out, saw their shadow and said 6 more weeks of summer. I think it's decision time for whether or not you want to be bullish or bearish for the medium term. Seasonality on the bull side over the next two months. But we're up 24% YTD... Volatility is very low. - Small caps look like a place that's rather...
Got a Vanguard notification of a purchase this morning. I'd like to attempt to document, on the same day, all individual stock purchases for future reference and timing studies. Vanguard purchases are my Long-to-Ultra Long term holdings. Companies purchased reflect positive outlooks on - Valuation, Growth potential, Technicals, and Future trends. I want to make...
Expected Move contracted from last week and I'm not buying it. Earnings, economic data, trade war, Brexit. Dollar is weakening, Gold being buoyed, Foreign being buoyed. High beta vs. Low volatility has Low volatility at a historical extreme in terms of outperformance, expecting reversal. High beta>Low Vol? Growth vs. Value is breaking down. That shockwave...
Goodluck - RH
Got a Vanguard notification of a purchase this morning. I'd like to attempt to document, on the same day , all individual stock purchases for future reference and timing studies. Vanguard purchases are my Long-to-Ultra Long term holdings. Companies purchased reflect positive outlooks on - Valuation, Growth potential, Technicals, and Future trends. I want to...
ISCA Expecting Unemployment to rise Occurs 2.5 years after Fed Funds begin a rate hike cycle on average The way the economy slows down AFTER a Fed tightening cycle tends to be fairly consistent across time. First housing slows, then we see leading economic indicators like PMIs begin to turn lower. This is always followed by a broader profit slowdown. It is...
Blue Moon Short or not, it's not just going to just waltz right through the $85-$86 level.
TLRD 550 Shares x $3.80 19% Dividend www.gurufocus.com High Risk High Reward
Best of luck next week. -RH
Longer term 30 minute view vs typical 2 week view. What do you prefer?
This has got to be the tightest range on a monthly chart for any sector. The direction it goes is crucial for the market.
Play the 5-yr range. Yes, the secular outlook for retail is negative, but it's not going to go away.
Energy is now historically low in regards to it's percentage allocation in the S&P 500 components. Likely going to build a long term position if we reach the target, likely early 2020 XOP 3x levered GUSH is trading in the $2's haha... going to need to split soon
Think there are actually some very positive secular trends in real estate's favor going forward, could continue to perform in the years ahead.