Markets – Macro – Technicals

Tag: banks

$XLF: Financials Need a Rally

Financials were one of the sectors that benefitted the most from the post Trump election rally. After all the promises of tax cuts, infrastructure spending, a growing economy with yields rising, and coming deregulation all made for a powerful story. So far the story has been just that as policy uncertainty appears to be growing… Read More ›

America’s Dirty Little Secret

Disclaimer: I’m a market and technical analyst and not a political analyst. However, given how poorly political analysts have faired in 2016, most notably getting both Brexit and the US election completely wrong, I’ll give you my perspective on the US election, especially as it pertains to markets and the macro environment. And before I… Read More ›

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