Top Advisors Corner

November 2016

Top Advisors Corner

Tom McClellan: Peculiar Move by Dollar and Small Caps

by Tom McClellan

The two big stories since the Nov. 8 presidential election have been a surge higher for the US dollar, and a big outperformance by small cap stocks. The two can be seen in this week’s chart, although understanding what is happening takes a little bit of explanation... Read More 

Top Advisors Corner

Mary Ellen McGonagle: Pre-Thanksgiving is the New Black Friday Which is Now the New Cyber Monday - (And Lasts a Whole Week). And What About Super Saturday?

by Mary Ellen McGonagle

Struggling retailers are scrambling to find new ways to get their discounted merchandise in front of consumers. With the holiday season accounting for 20-40% of annual sales, the need to get it right is critical... Read More 

Top Advisors Corner

Gene Inger: The Inger Letter- November 23. 2016

by Gene Inger

Harvesting gains - on a short-term basis approaches, but isn't quite at that point yet; as I've indicated higher prices every day with pullbacks in context of the uptrend consistently projected (since the Election) to hit S&P 2200 or higher, before Thanksgiving... Read More 

Top Advisors Corner

Tom McClellan: Copper Spike

by Tom McClellan

Investors worldwide have suddenly caught a whiff of inflation, and have overreacted in response. That overreaction can be seen quite well in the big spike higher in copper prices, a rally which is now starting to be dismantled... Read More 

Top Advisors Corner

Mary Ellen McGonagle: Who Says Yield Stocks Are Out of Favor?

by Mary Ellen McGonagle

The biggest winners over the last week have offered abundant yields as well as high returns. It’s been an exciting time to be in the markets over the last week or so... Read More 

Top Advisors Corner

Tom McClellan: The Market, Under a New President

by Tom McClellan

Investors get fearful ahead of a big election, because the outcome is unknown. Unknown risks are what investors fear most. Now that the result is decided, we have known risks to deal with... Read More 

Top Advisors Corner

Gene Inger: The Inger Letter November 11, 2016

by Gene Inger

Financial transmission - is creating velocity all over the place now... Read More 

Top Advisors Corner

Tom McClellan: My Final 2016 Poll Analysis

by Tom McClellan

Since the 2000 election, I have been tracking how the presidential election poll numbers follow in the footsteps of the stock market, with the key insight that we can gauge how the popular vote is likely to turn out based on how the stock market was moving the week before the ele... Read More 

Top Advisors Corner

Alan Newman: Crosscurrents - November 3, 2016

by Alan Newman

Healthcare Cost Dilemma The most recent numbers show healthcare costs have climbed to 17.5% of our GDP, better than one dollar of every six. By the way, Happy Halloween—the snapshot at center is quite frightening... Read More 

Top Advisors Corner

Gene Inger: The Inger Letter November 3, 2016

by Gene Inger

Defensive stances across the Board - remain appropriate for investor portfolio structures, as tough as that is for the impatient eager to get into the game anew and given year-end strategies often contemplated about this time of year... Read More