Morning thoughts 1/27

AdamAdam Grimes's blogs, General CommentsLeave a Comment

Good morning traders, Not a lot to write this morning, because the scenarios we need to watch are fairly simple and clearly defined. First of all, world equity markets are most higher overnight.  China, at 1.6% is leading Asia higher, and nearly all of Europe is roughly 0.5% higher.  The real winners in Europe are troubled Italy (+1.5%) and Spain … Read More

Morning thoughts 1/24/11

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Good morning traders, Note a lot happening overnight, as markets seem to kind of be in a wait and see mode.  Asia ex China is up roughly 0.5%, while China is down -2%.  Europe is also a mixed bag.  Ireland up a full percent (check news on Ireland this morning if you haven’t seen it), while the other European indexes … Read More

Morning thoughts 1/20

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Good morning traders, This is somewhat lengthly, but I thought it might be interesting to republish my comments on equities from my morning Waverly Advisors report.  Keep in mind that most of the readers of that report are working on a significantly longer timeframe, but this does help to keep yesterday’s moves in context: Equities: Equities are in the spotlight … Read More

Morning thoughts 1/19

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Good morning traders, (this was written about 5:30 AM.  Check marks to see if anything has changed by the time you read this.) Big picture on equities from my morning Waverly Advisors report: There is very little new to be said with regard to domestic equities.  Volatility is compressed, volume is low, trading interest appears to be muted, but all … Read More

Morning Thoughts 1/18/11

AdamAdam Grimes's blogs, General CommentsLeave a Comment

Good Morning Traders, World equity markets are higher across the board.  Asia up roughly 0.6% on average, Europe and UK up 1.4%.  A number of world markets, including our S&P futures, made new 52 week highs overnight. S&P futures have backed off from their highs after the C earnings, but we now have a range of rougthly 1287 – 1292 … Read More