Market Commentary Archive
The Likely Narrative Through Year End, The Bear Market Rally of 1929-30, Historic Overvaluation
November 23, 2020 · Category: Federal Reserve, Fundamental Analysis, History, Macro Economics, Market Commentary, Seasonality, Stocks, Technical Analysis
The vaccine announcement has given bullish investors a put option - Jim Paulsen, CIO, The Leuthold Group on "The Vaccine Put", quoted in Ben Levishon, Barron's, The Trader Column, November 21, 2020
For the last 6 weeks ...
Posted by Greg Feirman · No Comments »
Minervini on Tops and Selling, The Indexes Are Topping, Adding SPG & XOP to the Year End Trade
November 22, 2020 · Category: Books, Energy, Japan, Mark Minervini, Market Commentary, Stocks, Technical Analysis
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#NailedIt @AndrewThrasher, IWM & EWJ Year End Trade Plan, NVDA Earnings
November 19, 2020 · Category: Coronavirus, Everything Bubble, Fundamental Analysis, Japan, Market Commentary, Stocks, Technical Analysis
Making short term market forecasts is extremely dicey but I have a roadmap into year end. With 6 data light weeks left in the year after this week, two of them holiday shortened, I believe ...
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Is The Market Too Strong?, WMT & HD Earnings, Copper & Bitcoin
November 18, 2020 · Category: Bitcoin, Copper, Coronavirus, Fundamental Analysis, Japan, Market Commentary, Stocks, Technical Analysis
Note: A few months ago I started writing a daily morning market email for clients, friends and family. I recently decided to start making this email more broadly available. Email me at gfeirman@topgunfp.com if you’d ...
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The Rotation From Growth To Value Continues, Buffett’s 3Q Moves, Japan & TSLA
Note: A few months ago I started writing a daily morning market email for clients, friends and family. I recently decided to start making this email more broadly available. Email me at gfeirman@topgunfp.com if you’d ...
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The Return of Value?, Breaking My Value Trap Habit / Mark Minervini on Leaders vs Laggards, Integrating Not Imitating Minervini
November 16, 2020 · Category: Books, Business and Investment Philosophy, Coronavirus, Mark Minervini, Market Commentary, Philosophy, Risk Management, Stocks, Technical Analysis, Warren Buffett
Note: A few months ago I started writing a daily morning market email for clients, friends and family. I recently decided to start making this email more broadly available. Email me at gfeirman@topgunfp.com if you’d ...
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Interpreting the Disconnect Between Earnings and Stock Prices: The Cases of DIS & MCD
November 13, 2020 · Category: Coronavirus, Federal Reserve, Fundamental Analysis, Howard Marks, Macro Economics, Market Commentary, Ray Dalio, Stocks, Technical Analysis
Note: A few months ago I started writing a daily morning market email for clients, friends and family. I recently decided to start making this email more broadly available. Email me at gfeirman@topgunfp.com if you’d ...
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An “Inside Day” / “Dueling Tails” Still Define The Range, GDX & GDXJ, Bigger Picture Issues Through Year End
November 12, 2020 · Category: Coronavirus, Election - 2020, Federal Reserve, Gold, Market Commentary, Seasonality, Technical Analysis
Note: A few months ago I started writing a daily morning market email for clients, friends and family. I recently decided to start making this email more broadly available. Email me at gfeirman@topgunfp.com if you’d ...
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Historic #Rotation, Charley Grant on the Path Forward for the #COVIDVaccine, The Technicals Vs the Fundamentals, “Dueling Tails”
November 11, 2020 · Category: Coronavirus, Fundamental Analysis, Market Commentary, Stocks, Technical Analysis, Top Gun Financial Planning
Note: A few months ago I started writing a daily morning market email for clients, friends and family. I recently decided to start making this email more broadly available. Email me at gfeirman@topgunfp.com if you'd ...
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The Hallmark of a Bubble, The Long Term Consequences of Massive Government Stimulus and Bank Earnings
October 14, 2020 · Category: Everything Bubble, Federal Reserve, Fundamental Analysis, Government, History, Howard Marks, Inflation, Interest Rates, Macro Economics, Market Commentary, Short Selling, Stocks, The Big 5
Yesterday, the great Howard Marks came out with one of his memos. I consider Marks one of the Top 15 investors of all-time and I try to read most of his memos. Yesterday's memo, "Coming ...
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