The Weekly Top 10: The Key Investment Issues for the Upcoming Week & Beyond


In the weekend version of my newsletter, Beyond the Fundamentals Now (BTFNow.com), I try to focus on issues that most people are not focusing on...and look at the mainstream issues from a unique angle. In the full premium edition of "The Weekly Top 10" that we send out to subscribers on the weekends, we provide three versions (a "Table of Contents", a "Short Version" and a "Long Version"). This allows people to read as much...or as little...as they'd like to about each point.) Click here to subscribe...and get the kind of insights that have allowed me to make countless money-making calls at key turning points in many different stocks, ETF's, markets and asset classes for more than a decade.


THE WEEKLY TOP 10


Table of Contents:

1) The Fed must be joking.....The pundits can’t have it both ways.

2) The Fed frequently tries to hide the real reasons for their actions.

3) Most credit spreads remain benign…but not all stress indicators are subdued.

4) Having said all this, a break above 3030 on the S&P will be VERY bullish.

5) However, investors still need to remain nimble…as the Fed’s “insurance” record is quite uneven.

6) Banks act poorly after positive earnings (again), BUT Goldman is breaking out.

7) Gold looks great longer-term, but it's very overbought and very over-owned.

7a) A move below $1,400, however, should provide another buying opportunity.

8) The European banks are starting to roll-over again. What are the key levels to watch?

9) Facebook just raised the odds dramatically that they face some substantial regulation.

10) Crude oil…could China have a big impact on the commodity over the next 18 months?

10a) “Symmetrical triangle” pattern for WTI, but $50 (support) & $67 (resistance) are the more ...

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Morning Comment: The Fed is Scared....Can the SMH Breakout?


  • The Fed's Williams walked back his extremely dovish tone, but.....
  • What does the Fed know that the rest of us don't know?
  • "Insurance" rate cuts have an uneven record of success.
  • That said...the chip stocks act well ...
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Morning Comment: Big Momentum Shift for NFLX?


  • CSX raises serious concerns about the economy.
  • Gold is overbought, but still has a lot of upside potential.
  • NFLX: Below $320, the stock has little downside support.


Rough day yesterday, but no major concerns (yet).

It was a pretty rough ...

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Morning Comment: When The Fed Speaks, Sometimes It's Pure BS

The Fed tends to sugarcoat their explanations.

We have great respect for the Fed and its individual members. However, sometimes when they speak, they are full of baloney. A better way to describe my feelings is to say that I ...

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Morning Comment: A technical look at GS, JPM & CSX.


Boring day yesterday, but earnings should change all that

It was quite an uneventful day yesterday in the markets…as we saw little movement in stocks and bonds…as well as in crude oil, gold, the dollar, etc. There was some minor ...

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Morning Comment: Market Overbought as Earnings Season Begins


Recent late-day rallies are bullish

The stock market advanced further into record territory on Friday…as the Fed’s dovishness continues to fuel the rally. Friday’s gains came on meager volume (less than 2.4bn shares in the composite volume). It also ...

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Morning Comment: Powell Confirms an "Insurance" Rate-Cut


I'm surprised we didn't rally more yesterday

I must admit, I was surprised that the stock market did not rally more than it did yesterday. Chairman Powell certainly did not do anything to change expectations about a July ...

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Morning Comment: Earnings DO matter.


Weakening economy? Trump has nobody to blame but himself.

Needless to say, the focus today will be on Chairman Powell’s testimony in front of Congress…which begins at 10:00. Of course, President Trump is desperately trying to pressure the Fed ...

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Morning Comment: Nasdaq at key juncture as well.


Stocks repriced Friday's reaction to the NFP report yesterday

The stock market saw a bit of a decline yesterday….and when you combine that move with the decline in the S&P futures this morning…and we have a situation where ...

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Morning Comment: Waiting For Godot (and Chairman Powell)


Waiting for Powell (and then earnings)

The activity in the stock market was obviously very low on the Wednesday and Friday surrounding the 4th of July…and it’s a good bet that things will remain that way over the next ...

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The Weekly Top 10:


THE WEEKLY TOP 10


Table of Contents:

1) New uncertainties surrounding a July rate cut, but that will be resolved next week.

1a) The recent rally has not been fueled by economic or earnings growth…nor by an impending trade deal ...

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Morning Comment: Chip Stock Rally Fading


Lots of volatility away from the stock market

The closing numbers on the three major averages disguised some decent activity in the markets yesterday. In fact, if you looked at everything EXCEPT the major stock averages, you would have thought ...

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