The sudden explosion of student demonstrations on US campuses to this old hand looks like 1968 history, while not exactly repeating, it is certainly rhyming. Back then, it was the Vietnam War that was the centrepiece of the unrest. Today, it is the Israel/Gaza War.
Last week we saw one of the largest losses in Big Tech shares for a very long time capped by Friday’s plunge. I have been forewarning of this and should come as little surprise to Tramline Traders! Last week I pointed out the annualised gain
On the date of the Spring Equinox March 21, the Dow made a new ATH at 40,355 off the October 2023 low following the scorching six-month rally phase off the 29,000 area for a massive 11,400 pt gain (40%). And that is The Top (so
At certain points in the progress of the financial markets we can get a light switch moment from an unlikely source that is off the radar for most. I am always looking for trend changes as a natural contrarian and I had a glimmer of
How do you make money in the markets? It’s simple: a) choose the right direction and b) get your entry timing as perfect as you can. It’s no good if you get the direction right and get your timing wrong. Sitting on a losing trade
The Soybean market rarely hits the headlines as often as Nvidia (to put it mildly), but savvy investors always take note of promising setups in all large and liquid markets, especially when the upside potential appears so attractive. Yes, I know it can be hard
We are in a major transition between two roughly 100-year long eras. Already, we have seen major changes in society – and markets – that were most definitely off the radar a few years ago from NFTs to cryptos to AI in markets and in
Everywhere you look you see the word ‘bubble’ associated with the booming stock markets. I say ‘booming’ selectively as the word accurately describes anything to do with AI, but not to some other sectors, including EV makers (see last week’s blog for the disaster there).
The much-watched US personal Consumption Expenditure data for January was released on Thursday. While the headline rate was about in line, under the hood/bonnet there are signs some critical prices are not falling at all. For instance, services inflation is actually rising while goods prices
That was some week with Nvidia and AI taking centre stage (as usual) with its record-breaking surge in cap on Thursday following results. In recent blogs I have been kicking around the idea that AI is either in a bubble and about to suffer a
I derive little satisfaction in not being alone in my frustration at today’s so-called ‘broken’ markets. Yes. I know the markets are not the same thing as the economy, but when you have for example the EU Stocks 50 index making new ATHs this week
I have in my many years never witnessed such fractured stock markets as these. Many US indexes are advancing exponentially and are making new ATHs while at the same time, the internals are flashing a deep red. For instance, the number of new highs are
