News

 

China data are strong

posted 23 Oct 2020, 14:14 by Ronald Bewley

A raft of good China dropped at the start of the week. Read our take in our weekly that we just posted under the market updates tab.

US earnings season off to the races

posted 16 Oct 2020, 13:47 by Ronald Bewley

Again we find upside surprises! How good will it get? Read our take in our Weekly that we just posted

S&P 500 near all-time high

posted 9 Oct 2020, 13:58 by Ronald Bewley

The S&P 500 is only 3% away from its all-time high and we see it continuing to powers away. At last we are following suite. Read our analysis in our Weekly that we just posted under Market Updates

Budget Day and RBA Board Meeting on Tuesday

posted 2 Oct 2020, 15:55 by Ronald Bewley

It's going to be a big day for our market on October 6th. Read our take in our weekly that we just posted under the Market Updates tab

Big overnight rally on Wall St

posted 25 Sep 2020, 13:56 by Ronald Bewley

With our mis-pricing signals for Wall St now looking good, perhaps this could be the start of a rally but volatility between now and the US election has to be factored in. Read our take in our Weekly that we just posted under Market Updates

Upside surprise for Aus unemployment

posted 18 Sep 2020, 14:07 by Ronald Bewley

Our unemployment rate actually fell quite a bit in August. Read our interpretation in our Weekly that we just posted.

Mega-tech sell-off

posted 11 Sep 2020, 14:08 by Ronald Bewley

The tech sector brought Wall Street down over the week. Read our analysis in our Weekly that we just posted under Market Updates

Told you so!

posted 4 Sep 2020, 14:53 by Ronald Bewley

For reasons stated last week, we didn't sell but it's nice to know our metrics still work. Read all about it in our Weekly that we just posted under  Market Updates

Time to watch the SP 500

posted 28 Aug 2020, 14:17 by Ronald Bewley

New highs on Wall Street but our measure suggests the S&P 500 got a bit toppy overnight. Read our take in our Weekly that we just posted.

Are markets over-valued?

posted 21 Aug 2020, 14:00 by Ronald Bewley

We think not by much as we argue in our Weekly that we just posted under the Market Updates tab

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