Market In A Minute Blog

PVG Market In A Minute - June 11, 2024

The Fed releases their Dot Plots, and we expect to see some major shifts in their expectations from their March meeting. The shifts are negative.

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PVG Market In A Minute - June 4, 2024

What has been frustrating the bears is the money supply, measured by M2 is down -5.4%, which has historically a reliable indicator for the stock market. A -5.4% decline in M2 is significant and generally should have had a major impact.

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PVG Market In A Minute - May 29, 2024

After the NVDA report the stock continues to plow higher but the market is mixed. We think NVDA is having a blow off to the upside or a parabolic move.

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PVG Market In A Minute - May 21, 2024

In our opinion, this is the most difficult part of a market cycle, compounded by having a car full of Federal Reserve children screaming to the world “Are we there yet?

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PVG Market In A Minute - May 14, 2024

The market corrected about -6% and has bounced back to close to the old highs. It is now back to a more overbought condition than it was before, as the market’s momentum has slowed.

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PVG Market In A Minute - May 7, 2024

We believe the question is how long this market cycle will last, which depends on the economy and making the earnings expectations for this year and next.

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PVG Market In A Minute - April 30, 2024

The market found its footing in this mini-downturn around the 100-day moving average. We got less defensive in our tactical strategies, a distinction we are making, not more aggressive.

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PVG Market In A Minute - April 23, 2024

From the recent market high, the S&P 500 is down about -5.4% in about 3 weeks, the Nasdaq down -7.1%, and the small cap index the Russell 2000 down about -8.5%.

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PVG Market In A Minute - April 16, 2024

Oil prices are an issue for the stock market as it will likely push inflation higher. We would expect the Israelis to respond against Iran’s oil fields, nuclear sites, or military installations.

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PVG Market In A Minute - April 2, 2024

PCE was reported on Friday, we generally do not bother talking about old data, but we think it is important to review as the inflation data is just not continuing to decline.

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