Aug 16, 2024 | Blog, Blog Home Others, Fireside Charts
Written by Volmageddon, Rebounding Markets, AI Investment August 16, 2024 | FIRESIDE CHARTS Volmageddon isn’t what it used to be. Perhaps increased interest in the index has made the VIX an example of Goodhart’s Law—when a measure becomes a target, it ceases to be a...
Aug 9, 2024 | Blog, Blog Home Others, Fireside Charts
Written by Bank of Japan, the Sahm Rule, Earnings Season August 9, 2024 | FIRESIDE CHARTS On Sunday night the Bank of Japan (BOJ) unexpectedly raised interest rates, adding fuel to the fire in already skittish equity markets. Investors were on edge after the prior...
Jul 30, 2024 | Blog, Blog Home Others, Fireside Charts
Written by The Struggling Seven, Market Rotation, the Olympics July 30, 2024 | FIRESIDE CHARTS After a remarkable stretch of outperformance, the magnificent seven are finally taking a break. Recent selling pressure has been concentrated in the largest stocks, dragging...
Jul 12, 2024 | Blog, Blog Home Others, Fireside Charts
Written by Price Declines, Rising Unemployment, Robust Travel July 12, 2024 | FIRESIDE CHARTS A surprise decline in the Consumer Price Index (CPI) set off a massive rotation in the equity markets. Only time will tell whether this is a change in trend or a...
Jun 28, 2024 | Blog, Blog Home Others, Fireside Charts
Written by Momentum, Energy, India June 28, 2024 | FIRESIDE CHARTS Performance of the technology sector vs the broad market is reaching extremes, as investors continue to pile into the momentum trade. Recent price action has been bizarre, with the S&P 500 price...
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