Chris Ciovacco

Contributor since: 26 Feb 2010

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• Fed Considering Even More Stimulus For Economy

  Published 11 December 2013 | viewed 0 times

  Minutes Show Another Stimulative Tool Being Considered We made the case on July 30 the Fed's desire to taper is about bubble management rather than…

• What Are The Credit Markets Telling Us About Stock Market Risk?

  Published 10 December 2013 | viewed 0 times

  Default Risk vs. Interest Rate Risk When bond investors are worried about the economy and default risks, it is concerning for stock investors. When bond…

• Why Fed Will Keep Markets Guessing On Taper

  Published 09 December 2013 | viewed 0 times

  Conflicting Statements And Mixed Messages If you follow the markets closely, you have probably asked yourself at some point why does the Fed keep sending…

• Economy And Fed Providing 2014 Tailwind For Stocks

  Published 06 December 2013 | viewed 0 times

  Good News Is Finally Good News Earlier this week, we covered the good news is bad news logic that dominated the markets Monday through Thursday.…

• How Much Damage To Stocks From Taper Fears?

  Published 05 December 2013 | viewed 0 times

  Good News, Bad News Markets can get somewhat confused when the economy begins to strengthen. On one hand, economic growth is good for earnings. On…

• Why Fed Will Print Longer Than Market Expects

  Published 04 December 2013 | viewed 0 times

  Central Banks Are Terrified Of Deflation On December 29, 1989 a massive inflationary bubble began to pop in Japan. As prices dropped, investors with cash…

• 'Don't Fight Central Banks, But Be Afraid'

  Published 03 December 2013 | viewed 0 times

  Central Banks Are Not Going Away Every once in a while someone summarizes the big picture in a simple way. Bill Gross of PIMCO noted…

• 2008-Like Plunge In Stocks Not Likely

  Published 02 December 2013 | viewed 0 times

  Labor Market Keeps Presses Rolling The table below puts some context around the impact of the Fed's bond buying program. It tells us several billion…

• Is A Stock Correction About To Catch Complacent Bulls By Surprise?

  Published 27 November 2013 | viewed 0 times

  Wednesday's News Was Good, But How Does Big Picture Look? With some better than expected economic news to digest, the S&P 500 was up 5…

• Can Stocks Continue To Rise With Tepid Economic Growth?

  Published 26 November 2013 | viewed 0 times

  Rally Killers? In recent weeks, we have covered numerous misconceptions relative to rally killers: Stocks cannot continue to rise with PE ratios elevated. Rallies not…

• Should Investors Be Shorting Stocks Instead Of Buying?

  Published 25 November 2013 | viewed 0 times

  Central Banks Provide Headwind For Bears If you have been around the financial markets for any length of time, you are familiar with the expression…

• 3 Ominous Bear Market Signals

  Published 22 November 2013 | viewed 0 times

  All Present Near Major Stock Market Tops Waning momentum Bad breadth Defensive credit markets Central Banks Are Part Of Markets Before we examine the bear…

• Supply And Demand Continues To Support Bullish Case For Stocks

  Published 21 November 2013 | viewed 0 times

  Fed Brings Uncertainty On Wednesday, the Fed minutes hinted at tapering in the months ahead. The stock market sold off on the news. Less than…

• Bubble Talk Rarely, If Ever, Coincides With Major Top In Stocks

  Published 19 November 2013 | viewed 0 times

  If you work around or trade the financial markets, it is impossible to insulate yourself from the never-ending use of the term bubble. Barron's, a…

• 5 Reasons Stocks Could Continue To Push Higher

  Published 18 November 2013 | viewed 0 times

  China's major policy shift Concerns are not showstoppers Tech bubble case not convincing Fractals lean bullish Fed providing liquidity Policy Shift Turns Laggard Into Leader…

• Fed Will Continue QE To Protect Seat At Power Table

  Published 15 November 2013 | viewed 0 times

  Ongoing QE-Tailwind For Stocks Using simple principles of human nature, we can conclude the Fed, and central banks around the world, will continue to print…

• Should The Fed End QE With Low Inflation/High Unemployment?

  Published 14 November 2013 | viewed 0 times

  The Fed Significantly Impacts Markets The longer you are involved with the financial markets, the more you respect the market's obsession with the Fed. The…

• ETF Leaders Align With Risk-On Allocations

  Published 14 November 2013 | viewed 0 times

  Market's Pricing Mechanism As we outlined using an example with Facebook on October 25, the value of the ETFs in your portfolio are determined by…

• Yellen's Confirmation and Stocks

  Published 13 November 2013 | viewed 0 times

  It's Always About The Fed We are not big fans of quantitative easing (QE), but a fair question is where would the markets, economy, and…

• Stocks: Facts Do Not Support Euphoria/Everyone Is In Case

  Published 12 November 2013 | viewed 0 times

  Twitter Sentiment We were very reluctant to "get on Twitter" a few years back, but have found it to be a great source of anecdotal…