Company Fundamentals have been resilient despite softer economic conditions. We continue to watch the level of interest rates, believing the bull market narrative is dependent on rates staying lower to support any sustained consumer recovery.
Narrations of a Sector ETF Operator | Weekly Market Letter, August 25, 2024 Read More »
Interest Rates and Housing are the Key to the Consumer
Narrations of a Sector ETF Operator | Weekly Market Letter, August 18, 2024 Read More »
A review of the Technical Setup has us continuing to favor lower vol. sectors XLU, XLP, XLV and XLRE coming into the week
Narrations of a Sector ETF Operator | Weekly Market Letter, August 11, 2024 Read More »
An inverted yield curve will make navigating the economic cycle different than we are accustomed to this time around.
Narrations of a Sector ETF Operator | Weekly Market Letter, August 4, 2024 Read More »
Nearing a buyable near-term low in Technology Sector shares. Keep an eye on what Commodities prices do as they trade at support.
Narrations of a Sector ETF Operator | Weekly Market Letter, July 28, 2024 Read More »
Cyclical Sectors have the advantage in the near-term, but the XLK correction is likely a buying opportunity even if it extends another month or more.
Narrations of a Sector ETF Operator | Weekly Market Letter, July 21, 2024 Read More »
XLC on the cusp of a sell signal. As violence erupted in our politics this weekend, a call to stand together and find strength in each other!!
Narrations of a Sector ETF Operator | Weekly Market Letter, July 14, 2024 Read More »
We continue to explore whether we are in the midst of an AI driven “Tech Bubble”. We continue to reject that notion for the present. Please come read why!
Narrations of a Sector ETF Operator | Weekly Market Letter, July 7, 2024 Read More »
Narrations of a Sector ETF Operator | Weekly Market Letter, June 23, 2024 I want to talk about time this week. Yes, the ubiquitous kind on which all our lives flow, but also of course the discrete kind, like the humble trading day, or the even more humble day. Depending on perspective and position, time
Narrations of a Sector ETF Operator | Weekly Market Letter, June 23, 2024 Read More »
The last 5 day % return and the MTD % return columns tell the story of 2024. The Tech sector is big and it is beating the market, and it is basically the only thing that is (with a nod to XLC which has been the very good YTD itself). Bearish strategists are starting to call “bubble” and will likely try to line-up against XLK, NVDA and anything else that is valued “too richly”. I was around back then in the “Tech Bubble” days. It was a very low-tech time compared to now, but it was also a time where the valuation gages of the stock market were far more stretched than they are now.
Narrations of a Sector ETF Operator | Weekly Market Letter, June17, 2024 Read More »
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