CSM | Catching Up With Carter… January 31, 2017
This is what’s on our mind; what’s on yours? Trade well, -Carter *If you experience any issues with the above video link, please call (212) 257-4957 or email jnguyen@cormacteam.com to resolve.
View ArticleCSM |“Money In Motion”… February 2, 2017
This brief, mid-week piece regarding the Information Technology Sector… as represented by the Technology Select Sector SPDR Fund (XLK)… contains no commentary whatsoever. The charts herein speak for...
View ArticleCSM |“Money In Motion”… Friday, October 7th to Friday, February 3rd… a...
Today’s report examines the chart pattern of the S&P 500 and the course the Index has travelled these past four months. We’ve chosen the period Friday Oct 7th to Friday Feb 3rd because that...
View ArticleCSM |“Money In Motion”… Zeroing in on individual stocks that have yet to...
A “Conventional” Buy point, as long-time readers will know, is one of four “identifiable” junctures relied on by this market observer for determining when to commit capital on the long side in a...
View ArticleCSM |“Money In Motion”… SO THE LAST SHALL BE FIRST, AND THE FIRST LAST
And so it is… here in the early goings in 2017. Health Care, the worst performing Sector in 2016, is a top performer in 2017, second only to Information Technology… while Energy, the best performing...
View ArticleCSM | Catching Up With Carter… 2017 Year-to-Date: Taking Stock
This is what’s on our mind; what’s on yours? Trade well, -Carter *If you experience any issues with the above video link, please call (212) 257-4957 or email jnguyen@cormacteam.com to resolve.
View ArticleCSM |“Money In Motion”… Semiconductors
In the context of yesterday’s news-related weakness in Semiconductor stocks: (InterDigital, IDCC -13.2% on below-consensus quarterly results and NVIDIA, NVDA -9.3% on an analyst downgrade) we thought...
View ArticleCSM |“Money In Motion”… Industrials: The “Trump Trade” that never actually was
Industrials put on quite a show the week of the Presidential Election, jumping 8.0% in the 5-day period versus a gain of 3.8% for the S&P 500. And so exciting was the move that it was assigned...
View ArticleCSM |“Money In Motion”… Consumer Discretionary
In the context of yesterday’s news-related selloff in general merchandise discount store Target (TGT), we wanted to discuss our thinking on the overall Consumer Discretionary Sector. As all will...
View ArticleCSM |”Money In Motion”… Charts that make you go hmmmm
Today’s is an eclectic piece consisting of a dozen or so unrelated vignettes. Some vignettes consist of just one chart that tells a story, reveals a fact, or sheds light on a subject with little...
View ArticleCSM | Catching Up With Carter… March 7, 2017
This is what’s on our mind; what’s on yours? Trade well, -Carter *If you experience any issues with the above video link, please call (212) 257-4957 or email jnguyen@cormacteam.com to resolve.
View ArticleCSM |“Money In Motion”… US Transportation stocks and Global Transports…...
To start the year, eleven questions were posed in these pages on January 3rd, the first edition of “Money in Motion” for 2017. The 10th question is the subject of today’s report. The first page of...
View ArticleCSM |“Money In Motion”… The British Pound- Time To Get Long
The primary objective of these pages, as long-time readers will know, is to identify “items of interest”- individual equities, indices, commodities, or currencies judged to be timely (judged to be...
View ArticleCSM |“Money In Motion”… The quick succession of unfilled gaps in the S&P 500...
The title of this brief mid-week edition of “Money in Motion” summarizes the point of the piece; there is very little commentary beyond this sentence. Trade well, -Carter Note: We invite you to...
View ArticleCSM |“Money In Motion”… March 27, 2017
Not a whole lot new to say, frankly. Listed below are some of the major judgments featured in these pages this year, with the dates of specific editions of “Money in Motion” in which each judgment...
View ArticleCSM |“Money In Motion”… Something that worked out (when the odds were...
The November 21st edition of “Money in Motion” focused on the extreme 2-week performance spread between US equities and global equities following the US election, and why, if history was to be a...
View ArticleCSM |“Money In Motion”… April 3, 2017
On the subject of interest rates, and interest-rate sensitive stocks, the focus in these pages in the first quarter has been on the Financials Sector and interest rates themselves. The simple thesis...
View ArticleCSM |“Money In Motion”… Two “baskets” for your consideration…
Today’s edition of “Money in Motion” singles out stocks on one of two circumstances: “Vulnerable-Extended” Sells and… “Bearish-to-Bullish” Reversal Buys In principle, selling a strong stock is...
View ArticleCSM |“Money In Motion”… Gold and Gold Mining Stocks
To start the year, eleven questions were posed in these pages on January 3rd, the first edition of “Money in Motion” for 2017. The 11th question is the subject of today’s report. “A few key...
View ArticleCSM | Catching Up With Carter… April 20, 2017
This is what’s on our mind; what’s on yours? Trade well, -Carter *If you experience any issues with the above video link, please call (212) 257-4957 or email jnguyen@cormacteam.com to resolve.
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