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Summary Overall semiconductor stocks and the broader IT sector appear to move in tandem. Semiconductors underperformed from 2002 to 2012 and then outperformed from 2013 to 2021. The newfound fragmentation of the semiconductor sector may be contributing to the recent underperfo...
Summary Europe’s energy security and decarbonization goals will spur R&D in cleantech, solar in particular. We expect further easing of monetary and fiscal policies to boost growth prospects and earnings expectations, and possibly trigger a rebound in Chinese equities. ...
Summary Energy sector volatility and surging oil prices have sharply boosted interest in energy trading this year. Clients can also obtain relative value, or alpha, by rotating between outperforming and underperforming sectors underlying a broad index, according to Woolman. Th...
Summary Persistent inflation spurred the US Federal Reserve to raise interest rates aggressively in the third quarter, with 0.75% hikes in both July and September. Earnings estimates for equities had continued to climb during the early part of the year and only started to moderate...
Summary How far will policy rates need to go to tame inflation and is a recession imminent? Until central banks see a significant decline in wage growth, they’re likely to keep conditions tighter for longer. There’s evidence that conditions may continue to suppor...
Summary We believe that investors will differentiate and favor stocks based on quality factors as companies with higher-quality and growth characteristics are more likely to weather the storm. We seek to identify industries whose profits are growing at least as fast, or ideally fa...
Summary PPI and CPI numbers came out last week, and both were higher than expected. Fed officials are concerned about the persistence of high inflation, and a 0.75% key interest rate hike at the November FOMC meeting is virtually certain. Worldwide demand for crude oil naturally r...
Summary The tech-heavy Nasdaq Composite index relapsed and is back to where it was in July 2020. The massive valuation overshoot in the recent everything bubble – and hence the downside now – is hard to appreciate until quantified and compared historically. Last ...
Summary Few sectors escaped this year’s global equity selloff in Q3. Those most vulnerable to the punishing effects of the recent spike in interest rates have paid an especially heavy toll. Real estate, telecom, utilities and tech were the worst performers in most marke...
Summary Coherent is seemingly massively undervalued from a fundamental perspective and now likely offers a short-term opportunity. The stock has recently bottomed after a steep and fast sell-off during September, likely being overextended and building some positive momentum. W...
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2024-05-21 06:14:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...
2024-05-01 11:44:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...
2024-03-12 17:44:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...