Stocks have rallied and reached extremely stretched valuations despite earnings estimates falling.
Author: Michael Kramer
Stocks Ascend To The Summit Ahead of December OPEX
Stocks had a flattish day ahead of the big December Option Expiration
The Fed Just Went All In
Either the Fed knows something or they just aren't good at playing poker.
Stocks Reach Overbought Levels Ahead of The Fed
The stocks reached overbought as Credit spreads reached oversold levels one day ahead of the December FOMC meeting.
November CPI Report: Will It Make or Break the Stock Market Rally?
MICHAEL KRAMER AND THE CLIENTS OF MOTT CAPITAL OWN AAPL, MSFT, AMZN, AND GOOGL. Charts used with the permission of Bloomberg Finance L.P. This report contains independent commentary to be used for informational and educational purposes only. Michael Kramer is a member and investment adviser representative with Mott Capital Management. Mr. Kramer is not affiliated …
Here’s What Could Rattle Markets The Week of December 11, 2023
This will be the capstone week of 2023
Stocks Rally In Front of The November Job Report
Stocks rallied on December 7, 2023, in front of the November job report
Stocks Drop On December 6, 2023, As Growth Concerns Surface
Stocks dropped as oil and copper tanked on December 6, 2023.
Stocks Finish Flat, But The Smell of Fear Was In The Air
Stock fell slightly on December 5, 2023, but risk-off was the air.
Stocks Drop On December 4, 2023
Growth appears to fading as investor rotate into value names.
6.5 Billion Reasons Stocks Surged On November 30, 2023
Stocks rally was driven by an a large end of day imbalance.
Stocks Give Back Big Gains On November 29, 2023
Stocks finish the day lower despite a hot start on November 29, 2023.
Stocks Have No Juice As The 2-Year Rate Plunges On November 28, 2023
The 2-year rate fell by 15 bps on November 28, following weaker than expected German CPI data
Stocks Drop On November 27, 2023, As The Rally Stalls Out
Stocks fell slightly on Monday November 27, 2023 as momentum appear to be fading.
Stocks May Be Ready To Give Back November Gains As Financial Conditions Ease Too Much
It may be time for the Fed to push back on the recent easing of financial conditions with Powell due to speak on December 1.
Stocks Stall On November 21, 2023, As Systematic Flows Abate
Stocks stalled out on November 21, 2023 as the systematic flows abate.
Stocks Rally On November 20, 2023 Ahead of The Fed Minutes And Nvidia’s Results
Stocks rallied on November 20, 2023 ahead of the Fed Minutes and Nvidia quarterly results.
Nvidia’s Results Are More Important Than Most Investors Want To Believe
The bulls option flow may be what undoes Nvidia's results.
Stocks Are Weaker Than They Appear Ahead Of November OPEX
Stocks finished higher on November 16, 2023, but they were weaker then they appeared to be.
Stocks Stall As Yield Curve Normalization Process Takes Another Step Forward
Stocks stalled on November 15, as the yield curve continues to show signs of normalization.