SentimenTrader Blog


2020-08-13 | Jason Goepfert | Basic

The IPO market is heating up again. The total amount raised in new issues might exceed prior records. The amount that stocks are popping on their first day of trading is on pace to exceed most other years, outside of the 1999-2000 bubble. There have been 8 "doubles" so far in 2020, and it's only August.; Over a 50-day span, gold rallied more than 20% while real 10-year interest rates tumbled. The two have a tight inverse relationship, but that was a very large rally for that level of decline in rates.

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2020-08-13 | Jason Goepfert | Basic

The IPO market is heating up again. The total amount raised in new issues might exceed prior records. The amount that stocks are popping on their first day of trading is on pace to exceed most other years, outside of the 1999-2000 bubble. There have been 8 "doubles" so far in 2020, and it's only August.

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2020-08-13 | Jason Goepfert | Basic

Over a 50-day span, gold rallied more than 20% while real 10-year interest rates tumbled. The two have a tight inverse relationship, but that was a very large rally for that level of decline in rates.

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2020-08-13 | Jason Goepfert | Lite

The market capitalization of U.S. stocks is larger than more than 40% of global gross domestic product (GDP), the 2nd-highest amount in 60 years.

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2020-08-13 | Troy Bombardia | Premium



2020-08-12 | Jason Goepfert | Basic

Optimism on gold, silver, and miners was extremely high in late July and early August. Their punishing losses in recent days has caused a tumble in sentiment, which usually has meant that there is more room to go before the excesses are unwound.; Global stock market capitalization is higher than global GDP for one of the few times ever. Even just the valuation of U.S. stocks is nearing half of global output, a level seen only twice before in the past 60 years. The other two preceded many years of U.S. underperformance relative to the rest of the world's markets.

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2020-08-12 | Jason Goepfert | Basic

Optimism on gold, silver, and miners was extremely high in late July and early August. Their punishing losses in recent days has caused a tumble in sentiment, which usually has meant that there is more room to go before the excesses are unwound.

Signup / Login to read this post



2020-08-12 | Jason Goepfert | Basic

Global stock market capitalization is higher than global GDP for one of the few times ever. Even just the valuation of U.S. stocks is nearing half of global output, a level seen only twice before in the past 60 years. The other two preceded many years of U.S. underperformance relative to the rest of the world's markets.

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2020-08-12 | Jason Goepfert | Lite

The S&P 500 Total Return index has hit a new high, but the Equal Weight version of the index is still more than 7% below its own high.

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2020-08-12 | Troy Bombardia | Premium




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