• Jul 21, 2021

    SHAKY MARKETS IN JULY NOT NECESSARILY A CAUSE FOR CONCERN

    Bond yields were falling on Monday’s equity selloff, with the selloff helping to push a flight to the relative safety of bonds. The 10-Year Treasury yield fell below its 200-day moving average to the lowest level since February, and that is hurting financial stocks.
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  • Jul 15, 2021

    VANCE HOWARD ON CNBC WORLDWIDE EXCHANGE

    Vance Howard joins Brian Sullivan on CNBC Worldwide Exchange to discuss his outlook on inflation and how the semiconductor shortage has effected the market.
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  • Jul 14, 2021

    SEMICONDUCTORS SET TO BOOM AMID COMPONENT SHORTAGES

    The market is overbought, and a correction is warranted. But again, as long as the HCM-BuyLine® is positive, which it clearly is, any pullback should be bought. We do expect the market to be even higher than it is now by year-end.
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  • Jul 08, 2021

    FAANG STOCKS LOOK TO MOVE HIGHER WHILE BOND YIELDS DROP

    The market is pulling back, but my take is that it is no more than a technical pullback that should be shallow and should be bought into. Amazon broke out from a nine-month base and should be moving higher, and this should push the FAANG stocks even higher.
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  • Jul 01, 2021

    RECORD HIGHS LEFT AND RIGHT! EXPECT BUYING OPPORTUNITIES IN JULY

    The HCM-BuyLine® is positive, but we are a bit overbought and a pullback is warranted. If we do get some selling, this could be another buying opportunity. Technology has really picked up recently, and we added additional exposure two weeks ago which is panning out very well for us.
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  • Jun 24, 2021

    DON’T RUN FROM RISK, EMBRACE IT

    One of the riskiest things anyone can do is not take risk…You have to take a risk in every aspect of your life if you are to have any success at all. I had an advisor state to me the other day “the market is just too risky.” Come to find out, he has been sitting in short-term bonds and cash for over a year.
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  • Jun 17, 2021

    QUARTERLY OPTIONS EXPIRATION AND FED MEETING LEADING TO MARKET UNCERTAINTY

    The Fed meeting yesterday shed a bit of light on the current monetary situation with inflation rising. We are somewhat concerned that inflation and inflation expectations are running above the Fed’s long-term target of 2%, but we have not hit maximum employment yet.
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  • Jun 09, 2021

    RECORD JOB OPENINGS, VERY FEW HIRES

    Biotechnology is starting to break out, and a few weeks back we started taking a position in our Ultra portfolio along with one of our mutual funds. This trade has more room to run. The S&P 500 is trading in the box, just churning with no real direction over the last few weeks.
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