2016 September

24 Sep: Is frequent stock market trading portfolio good or bad

Stock market and frequent trading

Is frequent stock market trading portfolio good or bad?Is the idea how to make more money in the stock market not a top one?

In this article the concept is simple, do not trade very often to make more money in the stock market.This concept is interesting especially for the long term to avoid a lot of trading costs and commissions.But financial and economic conditions are not constant.So a frequent change of the stock market portfolio maybe necessary.The question is how frequent?Ok not daily or even weekly or maybe montly.But each quarter or when specific conditions change such as news that are important, then changing the composition of the stock market portfolio is almost necessary.But it all adds up to each individual personal investment policy statement and how risk averse the investor is.

07 Sep: Apple gave a huge boost to Nintendo stock today

Stock market is unpredictable

It is very hard to predict stock market moves.Technical analysis and fundamental analysis try to predict how stock market will move.But if we could predict with accuracy stock market movements we would all make money.Today Apple gave a huge boost to Nintendo stock.
At live Apple event it was revealed that Nintendo(NTDOY) will partner with Apple on two of its popular games,Super Mario and Pokemon Go.At the time of release share of Nintendo very soon gained almost 26 percent up $7.35 at $35.55.A great and very quick profit as stocks often react with volatility in good or bad news.Apple shares(AAPL) also gain after the release of new products.

06 Sep: ISM non-manufacturing index for August 2016 is bad

Stock market and ISM non-manufacturing index

The stock market relies on fundamentals and broader economy.This is common sense.Today ISM non-manufacturing index for August 2016 was released.A major negative surprise,yet above 50 indicating expansion.
Initially the US dollar was weakened significantly against major currency pairs.The US stock market shows little movement to this negative surprise.

05 Sep: At some point quantitative easing will end in Europe and the US

Stock market and quantitative easing

An interesting article on Europe and quantitative easing.At some point this quantitative easing will stop.What will be the implications for stock market and bonds?In the article JPMorgan says this may push debt yields up from record lows.A change in spreads for long term and short term bonds is very possible.But stocks will benefit or not from an end to quantitative easing?

It is mainly about fundamentals first,then supply and demand.If we focus on fundamentals then the end of quantitative easing should have little effect on stocks.But supply and demand will probably play a role.

03 Sep: September 2016 investing

Stock market ends up after weaker US jobs reports

With US job reports for the month of August 2016 now released the US stock market ended up yesterday.Crude oil gained also on a weaker dollar.They often say bad news lead to gains.The report was not too bad.As we mentioned seasonality in jobs during summer is not so indicative about the labor market.We are entering in September with FED rate hike expectations but as US elections are near maybe the FED will prefer not take action until then.