Apple, Amazon, Microsoft and Google have all been crushed post earnings. Apple is the ‘best’ performer – down approx 13% the past two weeks. What’s next for large cap tech? I see more downside… and this post explains why.
"Interest Rates / Bonds"
Powell: ‘A Long Way to Go’
No pause. No pivot. It’s enough to make “doves cry”. However, Fed said there will be a time when they will slow down rate hikes. But we’re not there yet… expect rates to be higher than previously expected.
‘Fed Whisperer’ Spurs Market
The rally is on… but how far can it go? I will share my thoughts. And whilst we’re likely to see a short-term shift in sentiment… longer-term headwinds remain.
Short Term Rip… Then a Bigger Dip
Another bear market rally or something else? My view is the former until proven otherwise. For me, we need to see yields and the dollar peak. But in the meantime – don’t be surprised to see this market add 10%+ before pulling back.
For a full list of posts from 2017…