The Weekly MOTR Report
Weekly MOTR Report (WMR): “We Buy & Sell the S&P, Not GDP.”
Highlights We have outlined our tactically cautious view for several months now, so we won't rehash it here. ...
Weekly MOTR Report (WMR): “The Much Prophesized ‘Financial End Times’ is Not Here Yet.”
Highlights Despite the growing chorus from those prophesizing the "Financial End Times", Mr. Market continues to say,...
Weekly MOTR Report (WMR): “The Equity Caboose Likes Where the Train is Headed.”
Highlights As the caboose on the asset class train behind the dollar, commodities, and rates (in that order), equities...
Weekly MOTR Report (WMR): “What Doesn’t Kill Them Makes Them Stronger.”
Highlights While volatility surges can be distracting, it is critical to pay attention to stocks that are proving...
Weekly MOTR Report (WMR): “Not All Volatility Shocks Catalyze Change.”
Highlights Western culture clings to the notion that 'crisis' in China means the presence of 'danger' and...
Weekly MOTR Report (WMR): “Friday’s Volatility Spike Was an Average ‘Freakout’.”
Highlights On Friday, the VIX index surged 59% from Thursday's close to Friday's high, before settling in with a 25.82%...
Weekly MOTR Report (WMR): “Banks and Biotechs in the Lead.”
Highlights Overall, market conditions remain 'good and getting better', but rotation is taking place on several...
Weekly MOTR Report (WMR): “Crypto & Crypto Stocks Leading the Way.”
Highlights As the S&P takes a pause, burdened by a near -10% setback in NVDA last week, crypto and crypto stocks...
Weekly MOTR Report (WMR): “Robust Bull Market Finally Getting Closer.”
Highlights In Friday's CMI note, we said we needed to see an improvement in our trend model readings before spinning...
Weekly MOTR Report (WMR): “Bullish, But Cautiously So.”
Highlights Market conditions continue to diverge, with leadership itself getting more and more narrow. Whether or...
Weekly MOTR Report (WMR): “The ‘Haves’ and the ‘Have-Nots’ Grow Further Apart.”
Highlights Despite the strong showing by the S&P ETF (SPY) last month (+3.4%), the average stock was actually down...
Weekly MOTR Report (WMR): “More Potholes on Backroads Than Highways.”
Highlights Since March, our commentary has been focused on the narrowing character of market breadth, and the prospects...