After the initial post election jet propulsion pushing stocks to all time highs, we seem to have settled into a wait and see trading range until we get more clarity on Trump’s policy push.

The postelection rotation into cyclical and financial stocks has been nothing short of stunning.  Shares of companies such U.S Steel (X) and Goldman Sachs (GS) have gained some 55% and 35% in the past two months. Meanwhile former market leaders in the technology sector, from Facebook (FB) to Amazon (AMZN) and Netflix (NFLX) have gone […]

In the spirit of this being the first day of Festivus https://en.wikipedia.org/wiki/Festivus I’d thought it would be fun to share “Costanza Trades for 2017 ” which come courtesy of Zerohedge. For those unfamiliar, George Constanza was the lovable loser on Seinfeld who so distrusted his own instincts and lack of lack that he decided since […]

Gold prices have been sliding for the past few months but the selling pressure accelerated this week following Wednesday’s FOMC meeting when Yellen & Co. indicated they plan on hiking rates three times during 2017.

It’s well known the post election monster rally has favored financials and cyclicals at the expense of technology shares.