NIFE News and Press, Direxion Fallen Knives From 09/06/22

Summary Business activity has a reliable cycle. Outlandish stimulus in 2020 has made the economic system unstable. The Fed is now draining liquidity, causing the markets to become more volatile. In January 2021 I published "Market And Earning Cycles Point To A Pa...

Summary The Institute for Supply Management’s composite services index increased to 56.9 percent in August, rising 0.2 points from 56.7 percent in the prior month. The services employment index improved in August, rising just above the neutral 50 level, coming in at 50.2 pe...

Summary Policymakers are recognizing a new macro regime but are ignoring the trade-off between inflation and growth. A resulting recession is bad news for risk assets. Stocks fell last week after hawkish comments by Fed Chair Jerome Powell and data showing another month of jobs ga...

Summary The market has been following a relatively clear structure over these last few months. We are now coming to the apex of that clarity. Over the coming several weeks, the market will provide us with the structure as to which direction the next 500+ point move will take u...

Summary The economic data released last week continued to show a modest improvement in the economy since July. The 10-year Treasury yield has been rising since the summer of 2020 although there was a pullback in rates that lasted from April to August of last year. Best-perform...

Summary The recent jitters in markets have been due to economic data being too strong. Fixed income markets are likely to settle down when central banks signal that financial conditions are sufficiently tight. The current uncertainty may turn out to be worse than the slowdown ...

Summary In November of ’21, stock price momentum started to slow. I was precisely wrong or premature in labeling the first half of ’22 a recession. Falling stock prices had a direct and indirect impact, probably hurting the average American by about 10%. ...

Summary The latest data from the weekly AAII survey showed bearish sentiment cross back above 50% while bullish sentiment is back below 25%. With bullish sentiment having averaged a reading of only 24.22% in 2022, it is below the previous runner-up and record low of 27.29% and 27....

Summary There are nearly 70 U.S. Value ETFs trading today. Sorting through them all is a huge task unreasonable for most investors. This article will help you narrow down your choices based on strategy, weighting scheme, fees, diversification, assets under management, volatility, ...

Summary Apartment rents are a classic "sticky price;" the rent is fixed in dollar terms for a year. So, landlords decide how much rent to charge, and people decide how much they're willing to pay, balance rents now vs. higher rents in the future. Inflation should not be a surp...