Comments for Equity Clock

Comment on The Consumer Switch Strategy by Stock Market Outlook for August 3, 2011 | Equity Clock

Stock Market Outlook for August 3, 2011 | Equity Clock — Wed, 03 Aug 2011 06:15:32 +0000

[...] Tuesday was clearly a risk-off day with cyclical sectors leading the declines, led by Materials, Industrials and Discretionary. One of the trades that we highlighted just yesterday on the TimingTheMarket.ca Forum was the Consumer Switch strategy. The spread between Staples and Discretionary seasonally appreciates into the end of summer. The trade performed exceptionally well on Tuesday as the Discretionary Sector SPDR ETF fell almost 4% on the news of contracting consumer spending. Same-store retail sales for the previous month are due out on Thursday, likely dictating the direction of the discretionary sector through to the end of the month. The article published previously regarding this Consumer Switch strategy can be found on this site at http://www.equityclock.com/2010/05/17/the-consumer-switch-strategy/ [...]

Comment on Market Update by Next Market Outlook report will be provided on Monday | Equity Clock

Next Market Outlook report will be provided on Monday | Equity Clock — Fri, 08 Jul 2011 04:36:18 +0000

[...] Market Update [...]

Comment on Market Update by Daily Reports will Continue Next Week | Equity Clock

Daily Reports will Continue Next Week | Equity Clock — Mon, 06 Jun 2011 19:53:17 +0000

[...] Market Update [...]

Comment on Market Update by On the Road | Equity Clock

On the Road | Equity Clock — Thu, 20 Jan 2011 08:42:27 +0000

[...] Market Update [...]

Comment on Market Update by Next Report On January 4, 2011 | Equity Clock

Next Report On January 4, 2011 | Equity Clock — Wed, 29 Dec 2010 06:21:10 +0000

[...] Market Update [...]

Comment on Seasonality Watch: Ralcorp Holdings, Inc. (NYSE:RAH) by Stock Market Outlook for October 5, 2010 | Equity Clock

Stock Market Outlook for October 5, 2010 | Equity Clock — Tue, 05 Oct 2010 07:07:59 +0000

[...] staples and consumer discretionary. If you are seeking a consumer staple play, consider Ralcorp Holdings. A technical buy signal appears imminent and a period of seasonal strength is [...]

Comment on Preparing for a year-long stock market rally by Stock Market Outlook for October 5, 2010 | Equity Clock

Stock Market Outlook for October 5, 2010 | Equity Clock — Tue, 05 Oct 2010 07:07:44 +0000

[...] Markets sold-off on Monday as the upcoming earnings season and pending employment report had investors taking profits following the lucrative month of September. Key indices made significant moves lower on the day as readings factory orders and pending home sales did little to create enthusiasm in the marketplace. Factory orders came in slightly lower than expected and reemphasized the slow growth environment that the economy is presently in. However, pending home sales came in quite a bit better than expected, providing further confirmation that a bottom with respect to housing is in. They key driver on the day was concerns of the approaching earnings season that had analysts downgrade their outlook for the results to come. Goldman Sachs pulled its buy ratings on Microsoft, JC Penney and Macy’s. Confidence is hanging by a thread and earning surprises over the next month could change everything (see the article entitled “Preparing for a year-long stock market rally”). [...]

Comment on Treasury Yield 30 Years (^TYX) Seasonal Chart by Chart of the Day: GDP Components – Investment and Consumption | Equity Clock

Mon, 04 Oct 2010 22:06:04 +0000

[...] directly proportional to that of the seasonal tendencies of fixed income yields (See the Treasury Yield 30 Years (^TYX) Seasonal Chart). The increased demand for investment spending drives yields higher to a seasonal peak [...]