In many ways the confusion of U.S. citizens relating to political allegiances in this presidential election cycle, and the difficult choice many will have to make, country over party, resembles the consternation many investors have faced in 2016 as …
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The relative outperformance of U.S. stocks on Friday was interesting. You know the ol’ saying, the cleanest shirt on a dirty block (or something). This week you’ll see a parade of strategists, fund managers and …
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In case you missed it, Chinese stocks had a day yesterday with the CSI 300 Index & the Shanghai Composite closing up 3.3% overnight, while the Shenzen was up 4% on rumors that the MSCI might start to …
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When I check up daily on charts of major risk assets, the S&P 500 (SPX) sticks out like a sore thumb, but not for the apparent relative strength to most equity indices the world over. …
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We spent a lot of time talking about the health of China’s economy in 2015, whether they would successfully avoid a hard landing, manage a currency devaluation without massively disrupting the bizarro financial world order …
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On CNBC’s Fast Money, my co-panelist Tim Seymour and I have had a little back and forth of late on the notion that some market participants/pundits (not me) confuse the volatility in the Chinese stock …
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I think we can all agree that the main culprit for the 6% decline last week in U.S. equity markets was the decline in China’s currency and the downward volatility in their stock market. What is …
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All things considered, yesterday’s 1.5% loss in the S&P 500 (SPX) wasn’t all that bad relative to the rout in global equities. Add to that the fact that investors in U.S. high growth / high valuation stocks …
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I’m not that impressed with the recent bounce in the Shanghai Composite. Some have called it a new Bull Market (it has risen 20% from its August lows). Bu to me it feels like a …
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I want to highlight just two charts this morning. The first having to do with the question you hear a lot this time of the year. Will the S&P 500 (SPX) make new highs in 2015? …
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