Global Mail Archive
7-23-24: It is Starting to Look like an Intermediate-Term Sell-Off
by Ivan Martchev July 23, 2024 That was quick. The S&P 500 Index registered a fresh all-time high on Tuesday and proceeded to sell off by 179 points (-3%), high to low, [...]
7-16-24: An Assassination Attempt + The Curse of the Mega-Caps
by Ivan Martchev July 16, 2024 I am writing this on Sunday before stock index futures open at 6 pm. Because the attack on President Trump’s life was unsuccessful, it should not [...]
7-9-24: Macron’s Gamble Pays Off
by Ivan Martchev July 9, 2024 As I write, on Sunday, it is still unclear what the final tally will be from the second round of voting in the French parliamentary election. [...]
7-2-24: The Stock Market is Acting a Little Tired
by Ivan Martchev July 2, 2024 I was not happy to see so much selling into strength last Friday, the last day of the quarter – following what should have been encouraging [...]
6-25-24: More European Political Fireworks Are Coming
by Ivan Martchev June 25, 2024 Readers of this column may be disturbed reading The New York Times article titled, “The Man Softening the Ground for an Extremist Germany,” about Bjorn Hocke, [...]
6-18-24: Beware the Franco-German Spread
by Ivan Martchev June 18, 2024 Elections for the EU parliament are sending shock waves throughout financial markets in Europe. The national elections still matter more, when it comes to the politics [...]
6-11-24: Fresh All Time Highs, Now What?
by Ivan Martchev June 11, 2024 Because the stock market moved sharply and registered fresh all-time highs in the S&P 500 and NASDAQ, many wonder if they have missed the boat. The [...]
6-4-24: The Reversal of the Reversal
by Ivan Martchev June 4, 2024 Once again, stocks did not disappoint on Friday as the S&P 500 Index delivered another rare 100 point plus daily range. In fact, based on futures [...]
5-29-24: The Stock Market is Channeling Yogi Berra
by Ivan Martchev May 29, 2024 The legendary baseball catcher Yogi Berra could sure help us out in understanding the current investing environment. He famously said, when giving directions, “When you come [...]
5-21-24: The Big NVIDIA News Arrives Tomorrow
by Ivan Martchev May 21, 2024 Nvidia reports earnings tomorrow, May 22, after the close. It doesn't take a genius to figure out that May 23 will see huge swings in the [...]
5-14-24: The Big Inflation Week Starts Today
by Ivan Martchev May 14, 2024 While oversimplifying any formula in the financial markets tends to backfire more often than not, good inflation numbers tend to deliver new highs for the S&P [...]
5-7-24: It Looks Like That Was “It” for the April Correction
by Ivan Martchev May 7, 2024 I am sure we will have more corrections in 2024, but as far as the April edition is concerned, it appears to be over, with the [...]