With the government shutdown in the US now resolved, focus shifts towards the state of liquidity available to the market, which had tightened rather notably in the past month and a half.
Read Full ReportThe big re-balance trade away from Technology is underway…but likely not for a prolonged period of time.
Read Full ReportPursuing an “emerging” seasonal opportunity into year end now that volatility is coming in and headwinds that threatened previous alleviate.
Read Full ReportLooking at November 20th as a potentially important day to buy stocks.
Read Full ReportMind the gaps, particularly in semiconductors.
Read Full ReportMarket bouncing between gaps as tariff-burdened segments rebound.
Read Full ReportA number of signals are indicating risk aversion, contrary to seasonal norms at this time of year.
Read Full ReportUS Supreme Court ruling on tariffs could be highly influential to the performance of the dollar, stocks, and bonds in the near-term.
Read Full Report
With the government shutdown in the US now resolved, focus shifts towards the state of liquidity available to the market, which had tightened rather notably in the past month and a half.
11.13.2025 | On This Day | Tech Talk
The big re-balance trade away from Technology is underway…but likely not for a prolonged period of time.
11.12.2025 | On This Day | Tech Talk
Pursuing an “emerging” seasonal opportunity into year end now that volatility is coming in and headwinds that threatened previous alleviate.
11.10.2025 | On This Day | Tech Talk
Looking at November 20th as a potentially important day to buy stocks.
11.8.2025 | On This Day | Tech Talk
Mind the gaps, particularly in semiconductors.
11.6.2025 | On This Day | Tech Talk
Market bouncing between gaps as tariff-burdened segments rebound.
11.5.2025 | On This Day | Tech Talk
A number of signals are indicating risk aversion, contrary to seasonal norms at this time of year.
11.4.2025 | On This Day | Tech Talk
US Supreme Court ruling on tariffs could be highly influential to the performance of the dollar, stocks, and bonds in the near-term.
11.3.2025 | On This Day | Tech Talk
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Disclaimer:Jon Vialoux is a registered Associate Portfolio Manager at CastleMoore Inc. Comments and opinions offered in this website are for information only. They should not be considered as advice to purchase or to sell mentioned securities. Data offered in this report is believed to be accurate, but is not guaranteed. |
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