Inside The Stock Market ...trends, cross-currents, and outlook

In our most recent update of our defensive group work, we examined industry group performance within the last four bear market cycles in order to determine which groups delivered consistent leadership.

• Read more

Best looking groups based on current Insider Buying Selling patterns include: Gas Utilities, Aluminum, Brewers and Auto Manufacturers.

• Read more

The twenty biggest Tech stocks were flat in April, but remain up 7% YTD on a median basis.

• Read more

On a YTD basis, flow into domestic focused stock funds significantly trails the record-breaking amount of flow going into international and global equity funds.

• Read more

On a YTD basis, flow into domestic focused stock funds significantly trails the record-breaking amount of flow going into international and global equity funds— similar to what we saw for much of 2005.

• Read more

Steve presents the transcript of his April 3rd interview with Barron's Senior Editor, Sandra Ward.

• Read more

Stocks continued to move higher in the first quarter, with many of the broad market indexes finishing out Q1 near their cyclical highs.

• Read more

Data from the last seven tightening cycles suggests that too way much attention is currently being given as to when the Fed will be finished tightening. The direction of the stock market after the last rate hike has much more to do with prevailing economic and stock market conditions.

• Read more

At the market lows, the Tech insiders while not net buyers clearly slowed their aggressive selling.

• Read more

In recent years cash acquisition activity has run highest when stock prices are high, and lowest when stock prices are down.

• Read more

Capex spending on the rise. Eric Bjorgen segments the spending areas and theorizes about which groups will be the most significant beneficiaries of spending. Great idea generator for those looking for ways to play the rising capex spending.

• Read more

Energy sector earnings growth has helped keep overall S&P earnings advancing at a relatively strong rate. Growth would be about 9% to 10% below reported growth if Energy stocks were excluded.

• Read more

The persistent rise in short term rates could have a big impact on the consumer. The rising prime rate has boosted debt service costs substantially, and “Financial Death Traps” may be on the horizon.

• Read more

To us, the infatuation with foreign funds is looking pretty frothy and certainly raises a contrarian red flag.

• Read more

For the month of February, the majority of broad stock market indexes ended roughly where they began.

• Read more

Conventional wisdom states that inverted yield curves are bad for Financial groups. Doug Ramsey looks at the history of past inversions.

• Read more

An examination of Financial groups with respect to insider selling/buying. At the extremes, this tool (which is employed in our GS Scores) works pretty well.

• Read more

It was looking to be a fairly good month in terms of net cash flow until the third week of January when domestic equity ETFs were socked with nearly $7.5 billion of outflow (which we are certain was institutional activity).

• Read more

Real GDP in Q4 was not too robust, but the numbers will likely be revised upward.

• Read more

Small caps and large caps had a nice bounce in January, so-so for mid caps.

• Read more