MV Weekly Market Flash: Earnings Season Darling Or Another Dead Cat Bounce?
The world of finance has its own particular lexicon, handed down from generation to generation of Wall Street and City folk. “Dead cat bounce” is one of the more... Read More
MV Weekly Market Flash: Our 2019 Market Outlook
In May 2018 the US economy achieved a milestone of sorts, outlasting the growth cycle of 1961 to 1969 to become the second-longest expansion in the country’s history. In... Read More
MV Weekly Market Flash: The Rule of 19.8 Percent
If you are a regular reader of our weekly column you may recall a somewhat nitpicky piece we penned back in August called “What Record Bull?” where we took issue... Read More
MV Weekly Market Flash: Breathe In, Breathe Out, Repeat
The month of December opened with the continuation of a relief rally that started just after Thanksgiving. The S&P 500 had dipped into correction territory but was clawing... Read More
MV Weekly Market Flash: China’s Rebalancing, Interrupted
The Lunar New Year in 2019 falls on February 5, a bit shy of two months from now. According to a New York Times article today, managers in some factories in China – where... Read More
MV Weekly Market Flash: Slowdown, Recession or Recession-Plus?
Financial markets move to the metronome of data, but not only data. Optics and perception also factor into the equation. Experience tells us that perception can quite easily... Read More
MV Weekly Market Flash: Does the Fed Put Still Exist?
In the canons of Fed Scripture there was the Greenspan put, which begat the Bernanke put, which begat the Yellen put, and the Governors saw that it was good, and the Governors... Read More
MV Weekly Market Flash: Theresa May and the Turkeys
It’s not Thanksgiving week over in London, but British prime minister Theresa May is likely in a mood to give thanks anyway. The object of May’s thankfulness would... Read More
MV Weekly Market Flash: The Defensive Rotation’s Uphill Climb
Earlier this fall we coined the phrase “sector spaghetti” to describe a phenomenon we observed in the US equity market, namely the absence of any sector leadership.... Read More
MV Weekly Market Flash: Relief, Risk and the Big Unknown
There were lots of think pieces leading into the US midterm elections earlier this week. We didn’t contribute to the genre, mostly because there is nothing statistically... Read More