SPVU

Bill Ackman Makes U-Turn, Bets On Rate Cuts, Possible Hard Landing

Billionaire investor bill ackman made a u-turn and is betting big on rate cuts as fears of an economic hard landing mount. Ackman placed a big bet on long-term interest rates surging in august before cashing out in october. The hedge fund manager is now betting on the fed to cut rates as soon as q1.

Sentiment Speaks: Santa May Be Bringing Coal For Christmas

Market may decline just when most are expecting a santa rally, says avi gilburt. The market presents investors with a game based in psychology, says ugurhan. Most market participants are playing a game of go-fish, he says. The market's ultimate goal is to divine the correct direction of the stock market.

Time For Markets To Break Free?

Terence reilly says the s&p 500 has been stuck in a trading range for two years. He says investors seem to be chasing higher-risk assets or "beta" right now. The market is primed for a selloff, he says, but conditions are not in place for a significant selloff.

CDT Insider Sentiment Ratio November 2023: Normal-Positive Sentiment

Cdt capital management says november was the best month for insider activity since july of 2022. The positive trend in insider activity is consistent with the broadening-out of the 2023 stock market rally. The market had a buyer's strike in october, but activity quickly rebounded in november. Insider sentiment appears to be in favor of the market.

Weekly Commentary: Rule Of Thumb

The s&p 500 returned 9.13% during november, with the nasdaq 100 returning 10.82%. The nyse arca gold bugs index (hui) surged 11.20% in november. Market expectations for the fed funds rate at the january 2025 meeting collapsed 52 bps this week.

Weekly Report: what happened at SPVU last week (1127-1201)?

S&P 500: Bullish, Unless - Week Starting 4th December (Technical Analysis)

S&p 500 is bullish in all timeframes but the 4607 level is major resistance. A consolidation is likely into christmas with no major catalyst in sight. The s&p is approaching the 2023 high and is set to make new highs in december. The weekly and monthly charts are bullish, but the rally is unlikely to last.

The Stock Market: Ready For A Move?

John m. Mason says the future of the stock market seems to rest with the federal reserve. He says investors are expecting interest rates to come down. The fed's policy rate of interest is expected to stay at 5.33 percent, he says. Mason: investors are looking to the future to see what the fed will do with interest rates.