Top Advisors Corner

September 2019

Top Advisors Corner

Tim Taschler: Why I Watch the COT Report

by Tim Taschler

I got my start in the markets as a floor trader on the Chicago Board of Options Exchange (CBOE) and Chicago Board of Trade (CBOT) in 1986. Since those early days on the floor, I've paid close attention to the Commitment of Traders Report (COT) that comes out every Friday... Read More 

Top Advisors Corner

Tim Ord: The Ord Oracle September 24, 2019

by Tim Ord

SPX Monitoring purposes: SPX on 9/18/19 at 3006.73. Monitor Purposes GOLD: Long GDX on 1/29/19 at 21.96. Long Term Trend SPX monitor purposes: Sold SPX 7/5/19 & 2990.41= gain 2.63%... Read More 

Top Advisors Corner

Tim Taschler: Gold - A Crowded Trade

by Tim Taschler

Last Friday's release of the Commitment of Traders report (COT) showed that, in the gold market, commercials are at a near-record short position (futures and options) while large speculators (hedge funds) are at a near-record long position... Read More 

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Tom McClellan: Yield Curve and Small Caps

by Tom McClellan

Back on August 22, I wrote here about how the spread between the 10-year T-Note yield and the 3-month T-Bill yield gave us a leading indication that is relevant for small-cap relative performance... Read More 

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Tim Ord: The Ord Oracle September 17, 2019

by Tim Ord

SPX Monitoring purposes: Sold SPX on 8/27/19 at 2869.16= gain .77%; long 8/23/19 at 2847.60. Monitor purposes GOLD: Long GDX on 1/29/19 at 21.96. Long Term Trend SPX monitor purposes: Sold SPX 7/5/19 & 2990.41= gain 2.63%... Read More 

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Tim Taschler: 5 Troubling Charts - Revisited

by Tim Taschler

On August 4th, I wrote 5 Troubling Charts, where I said that "from a macro perspective, there are 5 key charts that I find troubling..." Six weeks have passed and I thought it worthwhile to see how things have changed (all charts courtesy of StockCharts.com, 9/15/19)... Read More 

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Tom McClellan: Trump Thinks He Wants Low Rates Like Europe, But Be Careful What You Ask For

by Tom McClellan

President Trump has been articulating his wish on Twitter and elsewhere that the U.S. have interest rates as low as other countries. That's an understandable wish, as no one likes to pay more than the other guy is paying for something... Read More 

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Tim Ord: The Ord Oracle September 10, 2019

by Tim Ord

SPX Monitoring purposes: Sold SPX on 8/27/19 at 2869.16= gain .77%; long 8/23/19 at 2847.60. Monitor purposes GOLD: Long GDX on 1/29/19 at 21.96. Long Term Trend SPX monitor purposes: Sold SPX 7/5/19 & 2990.41= gain 2.63%... Read More 

Top Advisors Corner

Tom McClellan: Bond Yields Stretched Far From Oil's Message

by Tom McClellan

Back on July 10, I wrote in a Chart In Focus article that there was an "Upturn Ahead for T-Bond Yields." And we got a small upturn then. But that small upturn in yields was more than eclipsed by a huge drop in bond yields to historic lows, as U.S... Read More 

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Tim Ord: The Ord Oracle September 3, 2019

by Tim Ord

SPX Monitoring purposes: Sold SPX on 8/27/19 at 2869.16= gain .77%; long 8/23/19 at 2847.60. Monitor purposes GOLD: Long GDX on 1/29/19 at 21.96. Long Term Trend SPX monitor purposes: Sold SPX 7/5/19 & 2990.41= gain 2.63%... Read More 

Top Advisors Corner

Tim Taschler: Looking at Gold

by Tim Taschler

I pay close attention to the weekly COT report, especially when any of the reporting groups (commercial hedgers, large speculators, small speculators) are at a record position, long or short... Read More