Several strategists recently suggested markets had some digesting to do … as far as recent gains, in order to validate the record levels recently reached. With S&P earnings reporting now in full swing, we’ve so far had the best earnings growth since the third quarter of 2010 according to FactSet…
ETF Insight
By Credo Consulting ETF Insight
A few weeks back when I mentioned reviving ETFinsight, and backfilling my database, (a critical component as far as getting a good sense of what it going on, respectively what different product providers, methodologies, “engineering”, smart or otherwise bring to the table), I suggested a regime change in markets was…
By Credo Consulting ETF Insight
Little Doubt (TWTW – April 5-9, 2021) Blow out March 2021 Payroll and TESLA delivery numbers kicked off this past week on a positive note. These, however, did nothing to help Credit Suisse, which announced the damage sustained in that whole Archegos margin call episode. And that, well, isn’t…
By Credo Consulting ETF Insight
As this week kicks off on a positive – last Friday’s blow-off in US NFP, respectively Tesla deliveries spiking up nicely, I find myself reviewing what we just all went through in March. And that is where “another benefit ETFs bring to the table” comes in, namely as it is…
By Credo Consulting ETF Insight Releases
And if I had 3 Trillion Dollars … (TWTW – Mar 29- April 2, 2021) Hedge Fund Blow up – So the news entering this shortened workweek, aside from the Suez Canal saga heading for the history books, is that there was indeed some explanatory power to be found regarding…
By Credo Consulting ETF Insight Releases
One Year later – Markets bottomed March 23, 2020, after the fastest and most brutal Bear markets from highs reached barely a month prior, at the hands of a pandemic forcing total shutdowns across economies worldwide. Is this week’s Suez Canal saga – clogging world trade – a good illustration…
By Credo Consulting ETF Insight Releases
Another “interesting” week … with “headline” volatility (VIX) touching below 20% briefly, which in a way seems like a paradox, given market conditions appear, if anything, to be exhibiting signs of heightened volatility since about mid-February.
By Credo Consulting ETF Insight Releases
I suggest the following to you: How about while it is certainly no guarantee of future returns, it could in fact be a meaningful marker of what you might well want to pay attention to. +, well, when we consider “momentum” based strategies … isn’t the underlying principle that what has momentum (aka has been shown to work …) might continue to move in the direction it is already headed in until … well it stops. ERGO – I pay attention to past performance for what could be “signals” or “markers”.