Weekly Investment Outlook: August 14, 2017

Investment Outlook | Financial Services | Certified B Corp | Buffalo, NY     It's funny what rhetoric headlines could do to the market! Well last week, the USA-North Korea standoff comments led to the similar sell-off we saw earlier this year in May, with the pattern in the VIX index mirroring too. I am not sure whether this sell-off is done with, or there is more to come as the bread…
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Weekly Investment Outlook: August 1, 2017

Investment Outlook | Financial Services | Certified B Corp | Buffalo, NY     In the recent months there have been many divergences in various indexes such as underperformance of Dow Jones Transportation index, which is up by  about 2.6% and just held its 200 moving average, compared to the Dow Jones industrials which is up by almost 12% year-to-date. There is also a abnormal divergenc…
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Weekly Investment Outlook: July 31, 2017

Investment Outlook | Financial Services | Certified B Corp | Buffalo, NY     The earnings for the S&P 500 have been coming in thick, fast and strong for the second quarter of 2017. With about 57% of the S&P 500 companies reporting, about 70% have reported sales above estimates and 73% have reported earnings above the estimates according to Factset. Given the current trajectory, the ea…
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Weekly Investment Outlook: July 24, 2017

Investment Outlook | Financial Services | Certified B Corp | Buffalo, NY     The current environment in the investing world indicates that of extreme calmness. The equity markets remain elevated as the VIX is at all-time low, the high yield spreads about 3.63%, consumer confidence  and the bullish sentiment level about 35.5% (higher than week before but below long term average, accord…
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Weekly Investment Outlook: July 17, 2017

Investment Outlook | Financial Services | Certified B Corp | Buffalo, NY   Investment Outlook | Financial Services | Certified B Corp | Buffalo, NY   In last weeks note I mentioned that better than expected bank earnings may propel the S&P 500 to all-time high. Most of the banks reporting earnings last Friday did report better than expected earnings, however the retail sales (dropped by 0.2 in June) and consumer price index (at 1.7% ex-food and energy) cam…
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Weekly Investment Outlook: July 10, 2017

Investment Outlook | Financial Services | Certified B Corp | Buffalo, NY     The nonfarm payrolls increased by over 200K, much higher than the expectations and the previous two months number was revised higher by about 47000. The 10 year yield inched further higher to 2.37% from its recent lows at about 2.14%. Probably the only data point putting a tab on the yield is the inflation. T…
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Weekly Investment Outlook: July 3, 2017

Investment Outlook | Financial Services | Certified B Corp | Buffalo, NY   Investment Outlook | Financial Services | Certified B Corp | Buffalo, NY   I mentioned about increased volatility in near future in my newsletter dated June 14th 2017, which you might say, was bound to shoot up because how low could volatility index (VIX) go? We saw one huge spike in June last year, then followed by one just before election, since then the markets have been relative…
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Weekly Investment Outlook: June 12, 2017

Investment Outlook | Financial Services | Certified B Corp | Buffalo, NY   Investment Outlook | Financial Services | Certified B Corp | Buffalo, NY   "Investing is the only business I know that when things go on sale, people run out of the store." - Mark Yusko   This quote very well reflects the market psychology for what happened on last Friday and continued on Monday. The returns in the so called ‘FANG’ stocks (Facebook, Amazon, Netflix and Google)…
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