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cyclicals

This tag is associated with 5 posts

D&D Note (11.2.2020) ~ Stocks Rally Ahead Of Election Although Tech Still Under Pressure As Money Rotates Into Cyclicals ~ #StockMarket

D&D Note (11.2.2020) ~ Stocks Rally Ahead Of Election Although Tech Still Under Pressure As Money Rotates Into Cyclicals ~ The market is pricing in a Joe Biden win ahead of tomorrow’s Presidential Election. A drawn-out contested election is not fully priced into the market and is a potential re-pricing event. A full Blue Wave … Continue reading

Todays Trade (10.28.2020) #StockMarket

With market weakness today ahead of the election D&D took advantage of some price discovery with a focus on cyclicals and India. BOUGHT: CAT (began position and will add on further weakness in coming trading days, on perceived infrastructure spending) SPCE (began position ahead of election and will add more on further weakness post election, … Continue reading

D&D Note (10.16.2020) ~ Retail Sales Spark Market Rally To End The Week ~ #StockMarket

D&D Note (10.16.2020) ~ Retail Sales Spark Market Rally To End The Week ~ Markets got a shot in the arm today with surprise Retail sales gaining 1.9% in September topping estimates of 0.7%. Excluding autos, the increase was 1.5% topping 0.4% estimates. The biggest gainers were clothing and accessories while electronics was the lone … Continue reading

D&D Note (9.28.2020) ~ Equities Rally Led By Cyclical Stocks All Sectors In The Green Today ~ #StockMarket

D&D Note (9.28.2020) ~ Equities Rally Led By Cyclical Stocks All Sectors In The Green Today ~ Friday’s rally carried over into todays cash trading with a broad based rally. Cyclicals led the rally today with Energy, Financials, and Industrials the biggest gainers. All sectors finished in the green on the day. The Dollar reversed … Continue reading

D&D Note (8-7-2012) ~ Major Rotation Into Cyclicals Fuels Rally

D&D Note (8-7-2012) The stock market rally continued today after stronger jobs number on Friday and hopes that the ECB will buy Spanish and Italian government debt. Boston FED President Eric Rosengren called for “more substantive action than we’ve taken to date.” Meaning a more open-ended monetary policy of bond purchasing – or commonly known … Continue reading