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Video of the 2018 Trade-Ideas Summit
19 days ago by

USE THE TIMECODE LINKS BELOW TO JUMP TO A SEGMENT 43:24 – Dan Mirkin - Innovation Pipeline 49:00 - Don Hensley - Speedtrader 52:00 – David Aferiat - State of the Company 1:00:55 – Dr. Brett Steenbarger - Boosting Your Cognitive Development 2:19:30 – Brian Shannon - Do you VWAP? 4:14:47 – Dan Mirkin - Trade Ideas IPO 4:19:03 – JC Parets - All Star Charts 5:04:55 – Kunal Desai - Bulls on Wall Street 5:51:35 – Trade Ideas Podcast Live – Dan Mirkin & Max Madaz 6:52:15 – Dr. Brett Steenbarger - Group Mentorship Session 7:44:14 – Panel: Industry Market Outlook for 2019 8:19:21 – Panel: Active Trader Outlook for 2019

The stock market crashed (again). What’s next
20 days ago by Troy @ BullMarkets.co

In yesterday’s “Is the stock market’s bottom in“, I wrote The stock market’s medium term is decisively bullish, while the short term is a 50-50 bet. Focus on risk reward […]The post The stock market crashed (again). What’s next appeared first on Bull Markets.

The Second Derivative Is Here for the Stock Market (New Oversold Extremes)
20 days ago by Dr. Duru @ Dr. Duru

AT40 = 11.0% of stocks are trading above their respective 40-day moving averages (DMAs) – 6th day of oversold period following 4-day oversold period (as low as 10.6%) AT200 = 25.5% of stocks are trading above their respective 200DMAs (as low as 26.7%) VIX = 25.2 Short-term Trading Call: bullish Commentary Time to take a ... Read more

Stock Prices Falling Is Perfectly Normal
20 days ago by JC @ All Star Charts

When the stock market is not going up, the blame game gets played. It’s a combination of shareholders losing money and media types needing something to say. It’s always someone or something’s fault and rarely described as a normal occurrence. The truth, however, is that yes, stocks falling in price is part of the regular […]The post Stock Prices Falling Is Perfectly Normal appeared first on All Star Charts.

A Classic Oversold Bounce Leaves Behind Critical Breakdowns
21 days ago by Dr. Duru @ Dr. Duru

AT40 = 13.7% of stocks are trading above their respective 40-day moving averages (DMAs) – 5th day of oversold period following 4-day oversold period (as low as 10.6%) AT200 = 30.0% of stocks are trading above their respective 200DMAs (as low as 26.7%) VIX = 20.7 (as high as 24.7) Short-term Trading Call: bullish Commentary ... Read more

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Wednesday: CPI
about 4 hours ago by Bill McBride @ Calculated Risk

From Matthew Graham at Mortgage News Daily: Token Improvement For Mortgage Rates Mortgage rates improved by what could only be described as a token amount today. In other words, we're not talking about any major changes. In fact, mortgage rates themselves will be unchanged from Friday for almost any scenario. As is so often the case, we can only measure the change in terms of "effective rates" (which take upfront costs into consideration). [30YR FIXED - 5.0%]emphasis addedWednesday:• At 7:00 AM ET, The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index.• At 8:30 AM, The Consumer Price Index for October from the BLS. The consensus is for a 0.3% increase in CPI, and a 0.2% increase in core CPI.• During the day, The AIA's Arch...

A Bear On Crude Asks: Is A Crash Just Getting Going?
about 4 hours ago by SA Editor's Picks

Singles’ Day Catches China’s Idol Fever
about 5 hours ago by Liz Flora @ Gartner L2

The "idol effect" loomed large over brands on Singles' Day, China's largest annual e-commerce event.

Seasonal Retail Hiring
about 6 hours ago by Bill McBride @ Calculated Risk

According to the BLS employment report, retailers hired seasonal workers in October at the lowest pace since the great recession.Typically retail companies start hiring for the holiday season in October, and really increase hiring in November. Here is a graph that shows the historical net retail jobs added for October, November and December by year.This graph really shows the collapse in retail hiring in 2008. Since then seasonal hiring has increased back close to more normal levels. Note: I expect the long term trend will be down with more and more internet holiday shopping.<img alt="Seasonal Retail Hiring" border="0" src="https://3.bp.blogspot.com/-F8OLe-fZatk/W-tBvBUSwhI/AAAAAAAAwhU/QT6wG3ZQGkkDP3hxBC2wtJh-VWUJIQH-QCLcBGAs/s320/RetailSeason...

Rallies intact despite recent losses
about 6 hours ago by Declan Fallon @ Fallond Picks

After returning from my brief vacation markets enjoyed decent gains which - over the last 3 days - have given back some of the advances. However, markets remain well positioned to confirm a swing low (even if October lows are breached) and investors should be buying stocks, particularly on days where losses of over1% or more are registered. Remember, this is buying for 5 years+ down the road - don't fret the daily noise.For pessimists, there is the Semiconductor Index and Copper prices.  Copper prices broke before Semiconductors as lower demand for the base metal ultimately reflected itself in lower demand for chips, which is hurting and will continue to hurt the Nasdaq and Nasdaq 100. Keep an eye on this chart for a bottom. The likelihood is that more losses are on the cards for both copper and semiconductors.<a href="https://1.bp.blogspot.com/-XiX-xI1mXtE/W-s6H-dD26I/AAAAAAAAqaI/RpNNffFYO3oIBtt...

MWL: Current State of Industry Groups (11.13.18)
about 7 hours ago by StockCharts @ StockCharts.com YouTube Channel

Tom presented an excellent analysis of the major industry groups and where they might be headed. He looked a which groups have the most strength or are showing weakness as well as the stocks within those groups. The show finished with Erin reviewing Technical Scanning using StockCharts.

On Trend: Analyzing Long-term Breadth and Trends (11.13.18)
about 7 hours ago by StockCharts @ StockCharts.com YouTube Channel

Big Advances and Big Ranges Failing in Key Retracement Zones Appetite for Risk Remains Low Charting Weekly Breadth Indicators What’s Up (Down) with the Big Banks Bloomberg Commodity Indexes

Moderna Seeks $500 Million In IPO
about 8 hours ago by SA IPO Analysis

Apple: Not A Repeat Of 2015-16
about 8 hours ago by SA Most Popular

Goldman: Unemployment rate down to 3% in early-to-mid 2020
about 9 hours ago by Bill McBride @ Calculated Risk

A few brief excerpts from a Goldman Sachs research note: Following the remarkable momentum in job growth, we update our estimate of the breakeven payroll pace that stabilizes the unemployment rate and estimate how long it will likely take before we get there.We estimate the pace of breakeven payrolls at 90k per month, less than half the pace of realized job growth in recent months. ... Combined with our GDP forecasts, the analysis suggests that job creation will reach its breakeven pace in early/mid-2020, when the unemployment rate in our forecast is down to just 3%.CR Note: Goldman also thinks the Fed will raise rates by 25bps five more times in this cycle (maybe more).

Tuesday links: managing money based on whims
about 10 hours ago by abnormalreturns @ Abnormal Returns

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How to end your trading frustration by actually profiting on your awesome trading ideas
about 11 hours ago by Bella @ SMB Capital

You develop an idea before the open.  No, you develop an awesome trading idea before the open. You wait for the entry and take it.  You get stopped out.  And then the stock does EXACTLY what you thought it would. So this is the part where some would tell you to be calm and “trade in the zone”.  Who are ... Read More The post How to end your trading frustration by actually profiting on your awesome trading ideas appeared first on SMB Training Blog.

CoreLogic: "Mortgage Delinquency Rate the Lowest Level in More Than 12 Years"
about 11 hours ago by Bill McBride @ Calculated Risk

From CoreLogic: CoreLogic Loan Performance Insights Find the Overall US Mortgage Delinquency Rate in August Fell to the Lowest Level in More Than 12 YearsThe report shows that, nationally, 4 percent of mortgages were in some stage of delinquency (30 days or more past due, including those in foreclosure) in August 2018, representing a 0.6 percentage point decline in the overall delinquency rate compared with August 2017, when it was 4.6 percent.As of August 2018, the foreclosure inventory rate – which measures the share of mortgages in some stage of the foreclosure process – was 0.5 percent, down 0.1 percentage point since August 2017. The August 2018 foreclosure inventory rate tied with the April, May, June and July rates this year as the lowest for any month since September 2006, when it ...

It’s Good to Be Bad If You’re a Bank
about 11 hours ago by Matt Levine @ Bloomberg View

Also Palantir, unicorn indexes, Google hedge funds and turkey blockchains.

Why Do Asset Bubbles Form and Bust?
about 11 hours ago by Steve Burns @ New Trader U

This is a Guest Post by AK of Fallible AK has been an analyst at long/short equity investment firms, global macro funds, and corporate economics departments. He co-founded Macro Ops and is the host of Fallible.     Why are people so shocked when financial asset bubbles pop? That’s what bubbles are supposed to do […]

How You Measure Up in Marketing
about 12 hours ago by Alizah Farooqi @ Gartner L2

Here's how the biggest brands across industries are sculpting their marketing strategies.

Research links: squeezing alpha
about 12 hours ago by abnormalreturns @ Abnormal Returns

Tuesdays are all about academic (and practitioner) literature at Abnormal Returns. You can check out last week’s links including a look at...