Articles

November 4, 2024

Client Newsletter Example: Inflation May Be the Only Way to Reduce the US Deficit - How It Should Impact Stocks - Updates On All Major Financial Instruments

Major indexes still remain near-term suspect heading into tomorrow's elections. The same goes for oil, Bitcoin, gold, Treasury yields, and most of the important financial instruments to these markets. Here's why, along with...

August 13, 2024

Client Newsletter Example: PPI Comes In Lower Than Expected - Long-Term Look at When the Best Buying Opportunities Occur - Major Indexes Keep Trying for Now

Producer Price Index (PPI) comes in lower than expected. Tomorrow, we get more inflation data via the Consumer Price Index (CPI). Although the markets like the lower inflation levels right now, it's actually more of a concern...

March 22, 2024

Client Newsletter Example: Important Macro Market Edition - Here's What the Major Indexes, Treasury Yields, and Cryptos are Telling Us

Big swings are becoming the name of the game with just about everything out there. All of the major indexes gapped higher yesterday but struggled to follow through. Today, they're somewhat wavering to do the same as Treasury...

January 5, 2024

Client Newsletter Example: Why ETFs Are Better Options for Traders/Investors Right Now - Key Bounce Levels for Index ETFs and Oil Trades Updated

Major index ETFs are approaching key bounce levels, while oil remains somewhat volatile for the time being. However, we received notice this morning that Israeli fighter jets are on their highest alert since the war started...

November 20, 2023

Client Newsletter Example: Markets Continue to Hold Gains for Now - Reading the Technical Tea Leaves of the Major Indexes, Treasury Yields, and US Dollar

Major indexes kicked off the new trading week a bit flat, with a slight bump in Treasury yields. Still, there are no real concerns or technical issues to suggest that these markets can't continue moving higher, despite any...

August 15, 2023

Client Newsletter Example: Retail Sales Jump for July - No Real Concerns Regarding the Consumer Yet - Major Indexes Achieve Key Levels Again

Retail sales for July jumped higher than expected, but it's all still within a pretty normal historical range, suggesting nothing alarming on either side of the equation. Your most important indexes bounced on cue yesterday...

June 29, 2023

Client Newsletter Example: First Quarter GDP Better Than Expected - Major Indexes Continue to Hunt for Something More Definitive

First-quarter GDP comes in higher than expected. The GDP Price Index comes in slightly lower than expected. Here are the details on both. Basically, more hurry up and wait for traders and investors looking to capture the...

May 12, 2023

Client Newsletter Example: Suggested Profit Taking In ZS, LTHM, CHWY, DT and PLTR - BMRN Trade Update - A Look at Metals, Oil and the Dollar

Suggested profit taking and removing ZS, LTHM, CHWY, DT and PLTR from our current open trading list, and moving up our previously suggested protective stop on BMRN. Based on where the major indexes are now, it's time to get...

February 2, 2023

Client Newsletter Example: Profit Taking/Removing FRSH, PATH, LYV, CRNC and FOUR - Indexes Achieve Targets - META and PENN Miss and Beat - Big Tech On Deck

META and PENN both miss bottom line estimates on better than expected revenue. Next on deck is AAPL, AMZN and GOOGL. The Fed delivers a modest increase to the Fed Funds Rate, while signaling inflation is coming down. However...

December 16, 2022

Client Newsletter Example: Trading the Index ETFs On a Go-Forward Basis - Discipline and Profit Taking Will Be Key - "Ultimate" Bottom Still Isn't In Yet

Must read edition for anyone serious about making money in this highly volatile market environment. All of the major indexes continued to unwind yesterday, but we can probably expect a pretty strong bounce starting as soon...

October 19, 2022

Client Newsletter Example: Indexes Back Off On Key Resistance - Important Info On Rates and the State of the Equity Markets

Please read today's newsletter to the end - very important info regarding interest rates. As expected, all of the major indexes backed off yesterday after achieving key short-term resistance levels. Here's what to look for...

July 12, 2022

Client Newsletter Example: Markets Vacillate Before the Biggest CPI Data Release All Year - A Look at Rates, the Dollar, Commodities and Metals

One day before one of the most important CPI data releases, the major indexes are more than likely going to put themselves in perfect technical positions to keep traders and investors honest on both sides of the trade. Here...

March 25, 2022

Client Newsletter Example: It's Still Far More About Technicals These Days - Major Index ETFs and Oil's Most Important Levels

It was yet another great day for equities across the board yesterday, and although we may run into some technical resistance soon enough, these markets are in a position to move sharply higher. Here's the technical reasons...

March 8, 2022

Client Newsletter Example: Must Read - Major Indexes Pause Right On Cue - Here's What To Expect and Consider In the Days/Weeks Ahead

Despite all of the ongoing volatility across the major indexes, they all ended up closing yesterday right around their most important support levels. Here's a very careful analysis of what to expect now, and where things...

January 27, 2022

Client Newsletter Example: Fed Remains Consistent - Indexes Achieved Short-Term Resistance - Managing Portfolios and Risk Tips

The Fed said nothing yesterday that we didn't already expect him to say, but the NASDAQ 100 and S&P 500 did run into short-term resistance. Bottoms are a process not an event, but once again here is a reiteration of certain...

December 31, 2021

Client Newsletter Example: A Rear View Look at 2021 and a Look Ahead Into 2022 - Happy New Year All!

Here's a look at the year past and the year ahead. Lesson to take away from 2021, and lessons to apply in 2022. What didn't do as well in 2021 may well be what does well in 2022. However, it's still going to be many of those...

December 22, 2021

Client Newsletter Example: Indexes Move Back Up to Key Short-Term Moving Averages - More Short-Term Trading Assistance

Major Indexes move back up to key short-term moving averages. Still more damage to mend if these markets are going to make new all-time highs, without first achieving those previously published downside targets. Also, more...

October 6, 2021

Client Newsletter Example: Important Price Support Levels for QQQ and SPY - Op--Ed On the Debt Ceiling, Deficit, Volatility, Media and Social Platforms

An op-ed on the debt ceiling, the deficit, the markets' volatility, the media and all of the rhetoric regarding Facebook (FB) and other social platforms. More back and forth volatility continues to plague the very short-term...

September 10, 2021

Want to Know What Our Recommendations Look Like? Here's an Example...

Adding Coursera, Inc. (COUR). Markets trip yet again to the downside. The S&P 500 and the DOW take out their Wednesday lows, while the NASDAQ and Russell 2000 manage to hold their lows for the time being. The beginning...

June 9, 2021

Client Newsletter Example: Making Sense of the Macro Market Landscape - Everyone's Perception is Their Own Reality

If you're trying to make sense of what's happening across the entire equity landscape, today's newsletter is worth the read, as perception is reality. Small caps continue to lead on a short-term basis - with the Russell 2000...

May 14, 2021

Client Newsletter Example: More On Why Stocks Do What They Do - Levels to Consider On QQQ, SPY, IWM, DIA, Ethereum and Bitcoin

I hope today's newsletter changes your perception of these markets, and how individual stocks do what they do, forever. A constructive day yesterday met with some bullish follow through this morning. However, we expect big...

March 26, 2021

Stop the Games and Learn to Trade with Real Analysis - A Perfect Example Here

NASDAQ bounces on cue off the 12,800 level. More follow through to roughly 13,200 is in order now. If we can't hold 12,800, then the 12,200 - 12,000 level is in the cards. Our suggested bullish oil trade yesterday is working...

February 2, 2021

Client Newsletter Example: Must Read Most Important Rules for Trading/Investing - WMG Reports - Markets Bounce

Warner Music Group Corp. (WMG) meets earnings estimates, but beats top line estimates. As expected, the major indexes bounced sharply yesterday after holding their last key short-term moving averages. Index traders looking...

December 23, 2020

Client Newsletter Example: Trader/Investor Psychology & Using Stops - Stretching Gains & Flirting with Overbought Conditions

The markets, as well as all of us, continue to stretch gains, while flirting with extremely overbought conditions on all of the major indexes. How should we all manage positions? By using protective stops. However, those...

November 12, 2020

Client Newsletter Example: Beware of the Value Trap - Tech Still the Play - Top Financial Stocks and Best of Big Tech

Recent popular questions answered for your education and consideration. Beware of the value trap, as the recent "rotation to value" likely won't last with most of them. NASDAQ leads again, but all eleven S&P 500 sectors...

August 28, 2020

Client Newsletter Example: Trading/Investing Lessons Shared - Fed Speak Didn't Matter - Pull Back Still Looms

Trading and investing rules and lessons shared. Post Fed trading suggests it was a buy the rumor sell the news type scenario, as all of the major indexes and the VIX still suggest a looming reversal. Here's a few very speculative...

August 20, 2020

Client Newsletter Example: Op-Ed On the Biggest Transitional Shift in 150 Years - VIX May Tell What's Next for the S&P 500

Provided in today's newsletter is a very important op-ed as to why these markets are behaving the way they are, and more importantly why investors should be aware of all of it on more of a long-term macro level. As for the...

July 8, 2020

Client Newsletter Example: State of the Markets - Precious Metals Break Out - Macro Fundamental and Technical Look at the Major Indexes - Why We're Concerned Now

No matter who you are (short-term trader or long-term buy and hold investor) I encourage everyone to read today's Investors Update, and even pass it along to anyone you care about who has a significant interest in the stock...

March 31, 2020

Client Newsletter Example: TQQQ and SPXL Back in Trading Focus - Adding GNRC, IHI and VHT

Case counts in Italy and Spain starting to flatten. We shouldn't be far behind with our first day of declining case counts yesterday since March 21st. Still, one day does not a trend make. Major averages work to bottom around...

February 21, 2020

See How We Consistently Help Investors and Traders Become More Profitable - Sample Newsletter View

A few important lessons to add to your trading and investing arsenals. Major averages stave off 30 minutes of sharp selling yesterday, as the NASDAQ Composite kept the bullish bias intact. However, the increase in volatility...

September 20, 2019

Want a Good Look at What Our Subs Receive Every Day? Here You Go...

No material change with major financial instruments. Major averages continue to hunt for near-term direction. Biggest portfolio killers and tips to drive short and long-term portfolio profits. A new small cap pick in Corcept...

August 12, 2019

Major Index Volatility Continues - Levels to Eye - Gold, Bitcoin, Oil and the Dollar Updated

Major averages move lower to kick off the week - more downside still in the cards. Various sectors technically point to lower levels. It's all about the close over the next few days. Commodities updated - gold, bitcoin, oil...

June 21, 2019

Rules are Imperative to Success - Especially in the Stock Market

Experience has taught us certain rules are well worth considering if you're looking to be successful in the stock market. Of course those rules can be very different depending on whether or not you're a short-term swing trader...

June 3, 2019

Markets Achieve Targets - Consider SPXL and/or This Investing Strategy - Oil Achieves Key Levels

Markets finally achieve levels to suggest a potential reversal looms. We'll need proof though. S&P 500 levels to eye. Any forward market strength will be a good time to exit any under performers. Oil also achieves levels...

May 13, 2019

DOW and S&P 500 Pick Up Downside Steam - Targets Reiterated - Leveraged ETFs Op-Ed

A new week, but no new theme for the broader markets. Legendary trade Jesse Livermore said, "Another lesson I learned early is that there is nothing new in Wall Street. There can't be because speculation is as old as the...

March 22, 2019

The Secrets of Successful Investing Revealed - Words from the Wise

TGIF all. A fierce reversal back to the upside yesterday put both the S&P 500 and the NASDAQ at new highs for the year yet again - all while the DOW and the Russell 2000 still haven't been able to get it done. However...

March 18, 2019

Equity Markets Continue to Grind Higher - Commodities and the Dollar Updated

A new week, a new options period and an ongoing technical landscape of mixed signals coming from all of the major indices on a near-term basis. Meaning, while the S&P 500 and the NASDAQ continue to lead these markets...

March 6, 2019

Even the Buy and Hold Bull Should Consider an Index Short Sometimes

A modestly lower day yesterday across all of the major indices continues to suggest the possibility of an increase in volatility soon, but other than the Russell 2000 there are still no clear objective signals to suggest...

February 26, 2019

Markets Stall But for How Long? Not Long

A gap up and a reversal yesterday may suggest these markets are finally on the verge of doing some backing and filling. In other words, now that all of the major indices are back up around levels not seen since last October...

December 10, 2018

Market Volatility Points to Bottom Soon - Cutting Gold - Oil Waffles

FREE ARTICLE - TRY THE REAL THING FREE FOR TWO WEEKS - NO CREDIT CARD REQUIRED: https://www.vikingcrest.com/register Volatility continued to close out last week with another sharp reversal back to the downside on Friday following...

November 19, 2018

Market Malaise - Building Argument for Commodities - Tech Fizzles

FREE ARTICLE - TRY THE REAL THING FREE FOR TWO WEEKS - NO CREDIT CARD REQUIRED: https://www.vikingcrest.com/register Not a bad day for the major indices on Friday, but not a great day either. Stocks just can't seem to get...

October 26, 2018

Markets Work to Bottom - GDP No Biggie - Dollar at Critical Pivot Point - FAANG Analysis

FREE ARTICLE - TRY THE REAL THING FREE FOR TWO WEEKS - NO CREDIT CARD REQUIRED: https://www.vikingcrest.com/register It's clearly been Mr. Toad's Wild Ride this week, but we're finally convinced these markets are in the ...

October 8, 2018

Markets Get the McGregor Smack Down - For Now

The broad-based selloff continued Friday, but it does appear to be fighting back so far on the morning today. Other than utilities and some already beaten down real estate ETFs, there's literally been nothing out there insulated...

September 14, 2018

The True State of the Economy - Rates, Consumers, Trade and S&P 500 Technical Tea Leaves

Yesterday marked the third consecutive constructive day for bulls across all of the major indices - further suggesting the markets' underlying bullish tone still remains intact. Today, however, is a fairly important day for...

September 5, 2018

Dollar Reverses - S&P 500 and DOW Updated - What's a DMA?

Stocks backed off for the third consecutive day in a row yesterday, but the major indices have only managed to find themselves slightly below some key displaced moving averages - the very same DMAs we like to use when predicting...

August 21, 2018

Shorts Losing War to the Bulls - Dollar Short

Yesterday, it was another day of bullish activity yesterday across all of the major indices - with tech and the NASDAQ lagging its major counterparts. Today, we're seeing even more follow through, as it appears the markets...

August 3, 2018

The Market Landscape is Changing - You Need to Change With It

As suspected, the markets are under pressure once again following a minor retracement back to the upside over the last few days. However, like we said in yesterday's edition, these markets may still want to move lower before...

July 23, 2018

Numbers Don't Lie - Stocks at Key Pivot Point - Technical Tea Leaves

We got more short-term consolidation across the major indices on Friday, as the markets prepare for what is arguably the most important earnings week this season. We've got GOOGL set to report today, LMT and T tomorrow, F...

July 17, 2018

Financial Sector Concerns - Oil Update and Near-Term Target for Gold

The markets stalled a bit on Friday following another new all-time high for the NASDAQ Composite, as the S&P 500 and the DOW continue to hover around potentially pivotal levels. Meaning, the S&P 500 and the DOW have...

June 13, 2018

Rates, Gold and the Markets' History On the Topic

The DOW still hasn't been able to move "convincingly" above our previously published target of 25,386, and it comes as Fed Chair Jerome Powell is scheduled to raise rates a quarter point today at 2:00 PM EST. Coincidence...

May 29, 2018

The Technical Tea Leaves - Oil, Gold and the Major Indices Updated

A malaise week for the markets last week, and now it's renewed concerns over in Italy and Spain - nothing new. Regardless, the markets have opened lower to kick off the final week of trading for May. And, based on the way...

April 25, 2018

Short-Term Trader or Long-Term Investor? You Need to Know

A dismal day for stocks yesterday following Alphabet's (GOOGL) earnings report on Monday, as the theme of selling off stocks on good earnings continues. Today, there are 218 stocks set to report - the largest number of companies...

April 16, 2018

CONFESSIONS OF A BUY AND HOLD INVESTOR

Next stop: The Twilight Zone, where what you see is never what it seems. Where what might happen is more revered than what actually happens. Only on Wall Street does the future carry greater weight than the present. Today...

April 11, 2018

Trump's Tweets and Defense Stocks - The Dollar, Oil and Gold Updated

First it was interest rates, then it was inflation, then it was trade tariffs, then it was data breaches and privacy concerns, and now it's Trump warning Russia to get ready for U.S. strikes on Syria. Yet still, we don't...

April 6, 2018

Trade Wars and Macro Market Analysis

Since trade seems to be the big topic of conversation these days, I thought we'd provide a few thoughts and a few facts on the subject today before we get into what we're seeing with the major indices today. The U.S. says...

March 9, 2018

NASDAQ Confirms Our Bullish Technical Trigger - Blue Skies Ahead

It's been much more than a minute, but we've finally got the big technical we've been looking for confirmed this morning - a break above the 7,440 February high on the NASDAQ Composite. This move also comes on the heels of...

March 1, 2018

Financial Media Works Hard with Scare Tactics - Truth About Interest Rates

The markets continued their short-term downtrend yesterday despite another gap up in early morning trading. That's the second consecutive day the major indices opened higher, only to close substantially lower. And, although...

February 13, 2018

True Tales of the Penny Stock Market - Buyer Beware

The Greek scribe HOMER wrote in the ODYSSEY, of ODYSSEUS' 10 year journey home after the Trojan Wars to regain his kingdom of Ithaca. ODYSSEUS heard a battlefield story of the ISLE of SIRENS and how the mysterious women's...

February 9, 2018

Macro Analysis of the Markets' Roller Coaster - Must Read Analysis

Hello everyone. I'm John Monroe, lead analyst here at Viking Crest. I'm sure many of you are glad it's Friday. It's been a heck of a week for the markets, and although most names out there are pretty much underwater since...

February 2, 2018

Stocks Slip - Updates On Oil, Gold, the Dollar, Bonds and the S&P 500

Inflation remains under the Fed's 2% target, wages jumped higher than expected, the U.S. economy added a better-than-expected 200,000 jobs in January, the unemployment rate held steady at 4.1%, its lowest level since December...

January 10, 2018

Bitcoin Analysis Intro - Major Indices Open Lower

The markets served up some modest weakness in the last few hours of trading yesterday - once again suggesting the possibility of a looming short-term reversal. And sure enough this morning, we're finally seeing the downside...

December 29, 2017

Knowing Who You Are - The Most Important Path to Profits

As 2017 comes to a close, we thought we'd take the opportunity today to answer many questions that come across our desks from time-to-time. In an effort to help all of you become better investors or traders - whatever it...

December 18, 2017

Copper's Stealth Rally - Major Indices and Commodities Updated

A big move to the upside Friday and an even bigger move today. Just goes to show the power of the 3X3 DMA when we mentioned early Friday the major indices were in a position to resume their moves higher following a pullback...

November 29, 2017

Index ETF's Roar - Macro View - Interest Rates, Commodities and the Dollar

Markets had a tremendous day yesterday with all of our currently open index ETF's up on the day. TQQQ, TNA, SPXL and DDM all had good days with TNA being the big winner, up almost $3 bucks on the day for just under a 5% return...

November 14, 2017

Important Lessons and Reminders for Every Investor and Trader

More volatility continues to plague short-term charts of all of the major indices. Remember though, volatility to us isn't necessarily always down - it's big swings back and forth, and that's how the averages continue to...

November 10, 2017

Commodity Boom Looms - How Investors Can Take Advantage Of It

We can always find value in the equity markets - no matter what the environment is. Fundamentals and technicals are the crux of our ability to identify individual company stocks and sector based ETF's for short and long-term...

October 30, 2017

NASDAQ Achieves Our Target - Oil, Gold and the Dollar

An incredible move Friday no doubt, as the NASDAQ and tech in general led the biggest single day rally of the year. More importantly, with our NASDAQ target now having finally been achieved, if the markets are going to back...

October 19, 2017

Markets Rollover As Expected - What To Do Now

Before we get into what's going on today - which looks to be extremely pivotal - we've gone ahead and closed out one of our open ideas in Medpace Holdings, Inc. (MEDP). We'll take the 12% gain, and free up more of an opportunity...

October 10, 2017

Markets Behaving Suspect - Potential Selloff Looming

We started to see a little weakness developing yesterday across the major indices now that the markets have gotten ever so close to our previously published targets of roughly 2,558 on the S&P 500 and just under 6,700...

September 29, 2017

Quarter Ends - Our Performance and Macro Market View Going Forward

Good Friday all. We've got another new all-time high on the S&P 500, and it appears the NASDAQ Composite is soon to follow. This shouldn't come as a surprise to any of you, as we've been pointing to this event even since...

September 20, 2017

Global Markets, the Fed and What Developing Tops Often Look Like

We finally got leadership from tech yesterday, only second to financials on the day - something we've suggested needed to happen if these markets are going to continue grinding higher. However, now we've got the Fed today...

September 11, 2017

Markets Roar On Day Of Remembrance - NASDAQ Target

Our thoughts and prayers go out to all of those affected by the recent hurricanes throughout the South, as well as those remembered from 9/11. It's one thing to observe from afar, but it's another to have been there. If there...

September 1, 2017

The Trend Is Still Your Friend - Until Proven Otherwise

Another tremendous day yesterday has now put the major indices in potential melt-up mode. However, in an effort to remain completely objective, the DOW does still need to close above the 22,000 level before there's going...

August 24, 2017

Macro Fundamental View and Short-Term Technical Outlook - Oil, Gold and the Dollar

Although the markets have had a few pretty good days, the recent downside momentum still favors the bearish side of the trade. As you can see in this daily chart of the NASDAQ, the highs have gotten lower despite the last...

August 18, 2017

We Saw It Coming - Now Here's Where the Markets are Headed

Good Friday everyone. Hopefully, you've all positioned yourself accordingly following yesterday's massive market meltdown. We saw it coming. We suggested some bearish index ETF's, and we've continued to communicate the strategy...

August 11, 2017

North Korea and Trump? No - Markets Were Already Set To Reverse

A horrific day for the markets yesterday, but you all know we saw this coming. Ex utilities, just about everything got clobbered. And, we do believe there could be more downside ahead before the markets could be in a position...

July 28, 2017

Markets Achieve Our Near-Term Target and Reverse

A big reversal yesterday was somewhat saved by day's end. Although the plunge protection team showed up to bring back the major indices on the day, it was a little concerning considering we achieved our near-term first line...

July 19, 2017

NASDAQ Rips Higher - Sector Updates

More ripping to the upside yesterday with the NASDAQ Composite finally leading the charge again - something we haven't seen in a while. Following a very modest pullback in early morning trading yesterday, the major indices...

July 5, 2017

Stocks and Commodities Hunt for Direction

Hope your 4th was well spent. We've got a little strength to kick off trading on the day, but it's not how we start these days, it's how we finish. With volatility continuing to plague the markets in recent weeks, the equity...

June 21, 2017

Winnebago and Aimmune Therapeutics Pop - Market Update

We got some great news this morning from one of our currently listed long-term ideas in Winnebago Industries Inc. (WGO). The Company reported a 75% surge in revenue and a 134% leap in gross profit even though it missed analyst...

June 12, 2017

NASDAQ Rolls Over - What To Expect

A disastrous Friday for big NASDAQ tech, which got hit hard all day. As a matter of fact, the NASDAQ Composite had its single worst day in a very long time. Cause for concern? Near-term yes, long-term no. These markets have...

June 6, 2017

Commodities and Dollar Update - Markets Waffle

The markets opened modestly lower this morning following a feeble attempt to keep moving higher yesterday. No surprise really considering how good of a week they had last week. However, we'll still need to be a little cautious...

May 26, 2017

Contrarian Sectors to Lead Next Big Market Move - Oil Breaks Down and Gold Rallies

Good Friday and good long weekend everyone. I hope you find some time to enjoy what you love to do most with the people you love most. This week's horrific event over in Manchester clearly proves life is precious - and can...

May 23, 2017

Macro Analysis Around - Major Index Targets, Oil and Gold

Our hearts go out to all of those families affected by the bombing in Manchester last evening. What a tragic event. It's unbelievable what these people are capable of doing. So many young teens and children. Just horrific...

May 3, 2017

S&P 500 Macro Earnings Update - Markets Pull Back

We've got a little weakness to kick off trading today following Apple's numbers last evening, which were actually pretty solid. However, the S&P 500's top performer so far this year is giving back a little ground on the...

April 26, 2017

NASDAQ Finally Achieves Near-Term Target - Lay Of The Land

Another tremendous day yesterday put us right smack up against our short-term target just above the 6,000 level on the NASDAQ Composite, and sure enough the index stalled to close out trading on the day. What makes yesterday...

April 19, 2017

Markets Still Can't Figure Themselves Out

If you watched trading activity across the major indices yesterday, you saw a microcosm of what has continued to take place for weeks - markets showing weakness only to be saved at the last minute. Yet again, the NASDAQ Composite...