Morning thoughts 1/13

AdamAdam Grimes's blogsLeave a Comment

Good Morning traders, I’m moving a little more slowly than usual this morning (probably due to the 1AM blog posting lol), so I’m going to steal more heavily than usual from my morning note for Waverly Advisors.  Keep in mind that most of our perspectives there are aimed more at swing traders or investors, but I think they also serve … Read More

Morning Thoughts 1/11/10

AdamAdam Grimes's blogsLeave a Comment

Good Morning Traders, We are coming in this morning to find world markets up strongly overnight.  Asia is mixed (Taiwan +1.6%, Hong Kong +0.7%, Japan – 0.5%), Europe up across the board (Europe Broad +1/2%, Portugal 2%, UK 1.2%).  South Pacific lagging a bit (Philippines -1.4%, Australia -0.5%), but these have been world relative strength leaders for several months.  The … Read More

Morning Thoughts 1/10

AdamAdam Grimes's blogsLeave a Comment

Good morning traders, From my weekend note for Waverly Advisors: We see many conflicting tactical factors in Equities, which is typical of price action in consolidation areas.  On one hand, our sector themes remain largely intact as the sectors recently underperforming are actually the traditionally defensive Staples.  Another indication of a potentially supportive psychological backdrop is the continued outperformance of … Read More

Morning thoughts 1/7

AdamAdam Grimes's blogs, General CommentsLeave a Comment

Good morning and happy Friday, traders! Volatility has returned after the holidays, but in a muted, non-directional context.  This is a little unusual as the market often would have made a strong trend move (over the course of several days) by this point after the holiday.  This week, we have had a series of economic numbers that could potentially have … Read More

Morning Thoughts 1/5

AdamAdam Grimes's blogsLeave a Comment

Good morning traders, Pretty much across the board, from domestic to international stocks, currencies, commodities and financial futures, we are seeing volatility return to the markets.  Also, as we look at world markets, (and this is a gross generalization) most of the moves that have emerged over the 2 and a half trading days have been against the trends that … Read More

Morning thoughts 1/4

AdamAdam Grimes's blogsLeave a Comment

Good morning traders, A few important things happening this morning: Europe is strong at +1.3% (2 standard devs).  UK is much stronger and is up 3.2% (4.5 standard devs) on followthrough from very hot manufacturing data.  We are also seeing corresponding moves in Cable and Euro compared to Pacific currencies (GBPAUD +2%, etc). Chile is intervening with a 12B FX … Read More