This article is in response to emails I’m getting from investors who are trying hard not to panic in the face of fear mongering related to the inverted yield curve and economic data. What’s important to note is that investors ought to be aware that a potential scenario for new
When the stock market has a bad day, gurus make dire predictions, such as the stock market plunging 40%. On the other hand, when the stock market has a good day, they make rosy predictions. Both bullish and bearish gurus always put on a confident face. Do you find these
Momentum investors have abandoned common sense and gone mad over a new announcement in the world of video games. Alphabet’s Google GOOG, GOOG has announced a cloud-based gaming service called Stadia. Stadia is meant to be the Netflix NFLX of gaming. Gamers will be able to stream complex games to their screens without needing consoles
The short squeeze that, in part, propelled popular tech stocks higher this year is over. Thus, prudent investors should pay attention to the dichotomy that is developing now. The dichotomy is the interesting contrast between smart money flows and momo (momentum) crowd money flows. Money flows represent the final actions
In September, the momo (momentum) crowd was euphoric about popular tech stocks. In December, they were panicking about those same stocks and taking losses by aggressively selling. Now the momo crowd is aggressively buying tech stocks again. What if you were taking partial profits or selling in September? What if
100% Certainty You already know Arora’s Second Law: Nobody knows with certainty what is going to happen next. In the middle of the uncertainty of the markets, you have benefited from nuggets of wisdom from Nigam such as: There is not a whole lot we can say with 100% certainty
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
Semiconductors have often been a leading indicator for the stock market. Are they giving a bullish signal or is it just a head fake? Let’s explore with the help of a chart. Please click here for an annotated chart comparing semiconductor ETF SMH to S&P 500 ETF SPY. Please note the following: • Semiconductors gave
Human nature is such that nothing teaches us better than the school of hard knocks. Until the last quarter of 2018, many individual investors were fond of making contemptuous comments every time I wrote about the importance of gaining an edge. Of course, professional investors have always known better. In
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