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Weekly Chart flow

Overview: Relative performance of EM and cyclical based economies are not confirming a bottom in growthEM currencies are not showing similar strength to the economic bottom in 2016Copper, aluminum, steel, and auto PMIs are also not confirming the pick up… Continue Reading

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Knowledge Leaders ETF

The technology is changing dramatically and rapid innovation will mean that the companies and industries that do not understand this phenomenon and more importantly do not invest a significant part of their budgets in R&D will have hard time competing.… Continue Reading

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Flat Fed

On 26th of February, 2019 Fed’s chair, Powell testified to Senate Banking Committee and indicated an accommodative monetary policy to be in play now on. Well, here is a classic case of efficient markets. Traders had already priced in the… Continue Reading

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Tug of War

With the S&P 500 now trading at 16 times its 2019 consensus earnings estimate in a declining earnings environment, it is now time for the fundamental valuation anchor to begin to resist the very strong pull of a technical bounce… Continue Reading