Market Blog » The Arora Report Stock Market News

MOMO CROWD’S FAVORITE BANK SENDS SHOCK WAVES ACROSS THE GLOBE, WAGES COOL

March 10, 2023

By Nigam Arora & Dr. Natasha Arora To gain an edge, this is what you need to know today. Classic Run On The Bank Please click here for a chart of the stock of SVB Financial Group (SIVB), owner of Silicon Valley Bank. Note the following: The Morning Capsule is about the big picture and not an individual stock. The chart of SIVB is being used to illustrate the point. A classic run on the bank is happening at Silicon Valley Bank (SIVB). Contagion fears have spread not only across other banks in the U.S. but also among banks in Asia and Europe. Bank stocks all across

INVESTORS BE CAREFUL ABOUT FLAWED RECESSION ANALYSIS

March 9, 2023

By Nigam Arora & Dr. Natasha Arora To gain an edge, this is what you need to know today. Flawed Recession Analysis Please click here for a chart of industrial select sector ETF XLI. Note the following: The chart shows the high that industrial stocks made in January 2022. The chart shows that industrials are only 5% from the high even though the stock market is down significantly more. There are four parts to the business cycle: Early cycle Mid cycle Late cycle Recession Right now, the economy is in the late cycle. Historically, industrial stocks do poorly in the late cycle. The reason

POWELL’S HAWKISHNESS SPARKS SELLOFF DUE TO POSITIVE POSITIONING

March 8, 2023

By Nigam Arora & Dr. Natasha Arora Hawkish Powell Please click here for a chart of Nasdaq 100 ETF (QQQ). Note the following: In the Morning Capsule, we shared with you that Wall Street was positioned for a rally going into Powell’s testimony. The chart shows when Powell began testifying before the Senate committee. In the Interim Capsule, we wrote: Powell’s prepared statement is hawkish. The statement is carefully written, leaving little room to twist Powell’s words. Powell caught Wall Street on the wrong foot. The hope that momo gurus would be able to twist Powell’s words to persuade the momo crowd

OPPORTUNITY IN INDIA FROM APPLE’S DECISION TO EXPAND IPHONE MANUFACTURING

March 7, 2023

By Nigam Arora & Dr. Natasha Arora Signal(s) to enter, add, reduce, exit, hold or change. Historically, iPhones have been manufactured in China. Tension between the U.S. and China is prompting companies to diversify out of China. Many emerging markets will benefit. We previously shared with you how Vietnam is benefiting from moves by Apple and Dell Computer (DELL). India will also be a large beneficiary of diversification out of China. Foxconn, a Taiwanese company that manufactures iPhones for Apple (AAPL), is building a new $700M parts plant in India. Apple aims to produce 25% of all iPhones out of India by 2025. Currently,

STOCK MARKET WAITING FOR POWELL TESTIMONY AND JOBS REPORT, ARTIFICIAL INTELLIGENCE HYPE, OPEC SPLIT

March 6, 2023

By Nigam Arora & Dr. Natasha Arora To gain an edge, this is what you need to know today. Artificial Intelligence Please click here for a chart of semiconductor ETF SMH. Note the following: Artificial intelligence (AI) hype is in full bloom as more and more people use ChatGPT. A good way to play the AI boom is by buying certain semiconductor stocks such as Nvidia (NVDA) and AMD (AMD). There is a list of 18 stocks that will benefit from AI that merit close watching. You can access the list from the top menu in ZYX Buy and ZYX Short. Those that focus on ETFs are buying

WEEKLY STOCK MARKET DIGEST: AGGRESSIVE STOCK BUYING BY 200-DAY MOVING AVERAGE BELIEVERS, KEY ISM SERVICES DATA

March 4, 2023

By Nigam Arora & Dr. Natasha Arora Weekly Digest from The Arora Report is popular among serious investors and money managers because they have found studying insights from the prior week gives them an edge over the coming weeks. Here is the day by day rundown from the morning capsules made available every morning before the market open in the Real Time Feeds to the paying subscribers of The Arora Report. Please scroll down for the section ‘Protection Bands and What To Do Now.’ To gain an edge, this is what you need to know today. Editor’s Note: ISM Services

BOSTIC HELPS THE STOCK MARKET DODGE A BULLET

March 3, 2023

By Nigam Arora & Dr. Natasha Arora To gain an edge, this is what you need to know now. Stock Market Dodged A Bullet Please click here for a chart of S&P 500 ETF (SPY) which represents the benchmark stock market index S&P 500 (SPX). Note the following: In the Morning Capsule, we wrote: S&P 500 futures have fallen below the key level of 3950. Nasdaq futures have fallen below the key level of 11,900. The chart shows the stock market was consolidating before Atlanta Fed President Bostic spoke. The chart shows when Bostic spoke. The momo crowd was encouraged by what

SMART MONEY IN THE STOCK MARKET TAKES THE HINT FROM ISM DATA, MOMO CROWD IGNORES

March 2, 2023

By Nigam Arora & Dr. Natasha Arora To gain an edge, this is what you need to know now. ISM Data Please click here for a chart of S&P 500 ETF (SPY) which represents the benchmark stock market index S&P 500 (SPX). Note the following: In the Morning Capsule, we wrote: ISM Manufacturing Index will be released at 10am ET. This data has the potential to move the markets. The concern about the ISM data has brought selling into the strength generated by China PMI. Without the excellent China PMI number, this morning the stock market would have likely been down several