• Jun 17, 2021

    QUARTERLY OPTIONS EXPIRATION AND FED MEETING LEADING TO MARKET UNCERTAINTY

    The Fed meeting yesterday shed a bit of light on the current monetary situation with inflation rising. We are somewhat concerned that inflation and inflation expectations are running above the Fed’s long-term target of 2%, but we have not hit maximum employment yet.
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  • Jun 09, 2021

    RECORD JOB OPENINGS, VERY FEW HIRES

    Biotechnology is starting to break out, and a few weeks back we started taking a position in our Ultra portfolio along with one of our mutual funds. This trade has more room to run. The S&P 500 is trading in the box, just churning with no real direction over the last few weeks.
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  • Jun 04, 2021

    DEMAND FOR TRAVEL/ENTERTAINMENT AS THE ECONOMY REOPENS AND ADP NUMBERS SURPRISE

    The S&P 500 has been basing for a few weeks and looks poised to break out now that the economy is reopening and should be fully open by June. Strong demand for travel and leisure is pushing up airline, restaurant, and entertainment equities.
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  • May 27, 2021

    Vance Howard on CNBC Worldwide Exchange

    Vance Howard joins Brian Sullivan on CNBC Worldwide Exchange to discuss how potential tax hikes could be affecting the job market and how equity markets will respond.
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  • May 26, 2021

    HARD-HIT INDUSTRIES STRENGTHING AMIDST MORE RE-OPENINGS

    The HCM-BuyLine® remains strong, and any pullback should be seen as a buying opportunity. We feel the S&P could move up to the 4400-4450 area before the end of summer. A good rotation is taking place as more sectors are participating in the bull market.
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  • May 19, 2021

    VOLATILE, INDECISIVE MARKETS CAN BE SCARY, BUT PROFITABLE

    The market has traded sloppily and continues to try to find short-term direction, but the HCM-BuyLine® remains strong, even with the volatility. It is always uncomfortable to buy when markets are trading like this, but think longer-term than just a week, and you might find some nice bargains in all the turmoil.
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  • May 04, 2021

    MARKETS TAKE A BREATH WHILE DIGESTING BIDEN TAX PROPOSAL

    The markets had a nice run-up in April, so expect things to slow down a bit. The trend is still decisively up, and we do not see this changing anytime soon. There is a mountain of cash on the sidelines that will make its way back into equities.
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  • Apr 28, 2021

    MARKETS SEEKING MOVEMENT, TIME WILL TELL WHICH DIRECTION

    As you can see from all three charts, the markets are about to breakout OR break down, and odds are high that it will be a breakout to the upside, but only time will tell. If the markets breakout, which we expect they will, we should see a nice new high in short order.
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