Tag Archives for: Knowledge Leaders Capital
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How Much More Will Stocks Bounce?

From Bryce Coward, CFA: The selling over recent weeks has been fast and intense, providing investors almost no relief. This type of short-term selling pressure has reached fever pitch levels that is usually indicative of some sort of relief rally, even if the ultimate lows are still ahead of us.
NYSE:IVV November 1, 2018 6:57am

Energy Remains The Strongest Sector Around The World

Image of oil derricks
From Steven Vannelli, CFA: Energy is the best performing sector in four of six market-regions. (From two market groups, Developed and Emerging, and three regions, Americas, EMEA, Asia, we get six market-regions.)
NYSE:VDE October 31, 2018 7:12am

Latest GDP Report Shows Effects Of Trade Wars, Government Spending

From Bryce Coward, CFA: Third quarter real GDP came in at a 3.5% QoQ annualized rate for the third quarter, above expectations for a 3.3% growth rate. The growth rate itself wasn't much of a surprise, and frankly, neither were the drivers of growth. But, the report is reminder of a GDP report that was, to some extent, manufactured by trade war concerns and late cycle fiscal stimulus.
NYSE:IVV October 29, 2018 6:59am

The Investment Consequences of a Normalization in Long Rates

From Knowledge Leaders Capital: On this quarter's conference call, Steve and Bryce from Knowledge Leaders Capital dissected US Treasury bonds, discussing the message of the rates market and how this is directing asset allocation.
NYSE:IVV October 26, 2018 6:46am

U.S. Housing Market Continues To Deteriorate

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From Bryce Coward, CFA: Today, economy watchers were treated to more of the same from the housing market. That is, more weak numbers suggesting we may have seen the peak in housing activity for the cycle.
NYSE:XHB October 22, 2018 6:22am

Trade Wars Have Been Good For The U.S. Economy — For Now

president trump photo
From Steven Vannelli, CFA: Overnight, new data released in China suggests businesses are having a tough time lately. Cheung Kong University produces an alternate PMI Business Conditions Index in association with the China Federation of Logistics and Purchasing.
NYSE:SPY October 12, 2018 7:12am

Is A Bond-pocalypse Coming?

From Knowledge Leaders Capital: Is last week's 18 basis point selloff in 10 year government bonds the start of a bond bear market or a market adjusting to the realities of the time, albeit in a somewhat disorderly way?
NASDAQ:TLT October 11, 2018 7:15am

Three Hints On The Direction of Chinese Assets

Image of a traditional Chinese building
From Steven Vannelli, CFA: The Chinese stock market is closed this week for the Golden Week holiday. On this side of the Pacific the markets have been busy this week with US Treasury bond yields breaking out and stocks selling off--especially technology--based on the revelation that China implanted devices in technology products shipped to the US.
NASDAQ:MCHI October 5, 2018 6:19am

Housing Market Starts To Suffer Amid Higher Interest Rates

From Knowledge Leaders Capital: Sooner or later, higher mortgage rates (which are keyed off of the 10-year treasury yield) were always bound to start slowing the housing market.
NYSE:XHB September 30, 2018 6:48am

Small Caps Fail To Break Out

From Steven Vannelli, CFA: Among the major groups of stocks around the world that we follow, US small-cap stocks have been the best performer over the last decade as the USD experienced a strong bull market. US small caps have outperformed our mid/large group of developed companies by almost 40% over the last 10 years.
NYSE:IWM September 28, 2018 6:13am

What Sectors In Emerging Markets Will Bounce First?

Image of a globe
From Steven Vannelli, CFA: Over the summer, some groups within the global equity market sold off sharply, leading to the current trends of poor performance and weak breadth. Foreign stocks, cyclicals and value-oriented sectors were the hardest hit. From here, we expect better trends from these groups as they have become statistically washed out.
NYSE:EEM September 21, 2018 6:08am

Wages Are Suddenly Rising — Here’s What It Means For The Markets (SPY)

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From Bryce Coward, CFA: The Phillips Curve (the relationship between wages and the unemployment rate) finally awoke from its slumber with today's unemployment report showing private sector wages rising 2.9% year-over-year and non-supervisory wages rising 2.8% year-over-year, the fastest growth rate since 2009.
NYSE:SPY September 10, 2018 6:29am

Non-U.S. Markets Are Looking Awful These Days (EFA)

From Knowledge Leaders Capital: Chalk it up to strength of the US dollar, trade, policy risk, or whatever, stocks outside of the US are in bad shape. 
NYSE:EFA September 2, 2018 7:05am

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