A Comment -- General Comments From an Expert (A Commentary)

Related posts

Nervous markets await Nvidia

Most recent Opinions go here

Be up to date, don’t miss your chance.

COMMENT

Stocks and bonds move in tandem. However, the TLT bond ETF has been falling as the S&P has been rising. Over time, this divergence will change, the gap will shrink in the future. For years, the S&P and bonds were in fact moving in tandem, but around 2024 they separated (S&P up, TLT down). It's a healthy market for the two to move in synch.

COMMENT
Bitcoin

The chart looks fine, just breaking its last high. A revival in gold's strength would mean Bitcoin pausing, though.

COMMENT
What indicators to use to evaluate an ETF?

Basically, moving averages, higher highs and higher lows, sentiment and breadth. Also look at sector rotation. 

COMMENT
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

The Benefits of Long Term Investing: Compounding returns and wealth building

One of the most powerful aspects of long-term investing is the ability to benefit from compounding returns. By holding investments for years or decades and reinvesting dividends or profits, your money grows exponentially over time. Compounding is less effective in day trading because positions are rarely held long enough to accumulate significant returns from reinvested gains. Gains are typically re-deployed into new positions, which, more often than not, are not as good as the position just sold.
Unlock Premium - Try 5i Free 

COMMENT

The U.S. market is overcrowded. Going back to 1968 there have been 3 major peaks in the U.S. market of high household ownership of stocks. 1968 saw 28% household ownership, 2000 saw 25%. In both cases they were followed by a 50% drop. Now the household ownership is 30% compounded with foreign ownership of U.S. stocks being more than the previous two times, although this year there has been somewhat of an exodus to other markets. When the S&P 500 reaches this level the following historical return is close to 0%. However U.S. tech stocks have a greater portion of the market now so this pattern may not repeat. This all means investors should be more vigilant and make sure the fundamentals justify what they own.

COMMENT

Today is a sell the news event with oil down sharply. Oil in recent weeks rose because it was anticipating what would happen in the Middle East. Made sense. Today's events de-escalated the tension, but this isn't over by a long shot. Israel wants to delay Iran as much as possible Iran getting a nuclear weapon. Also, no nuclear reactors were hit to avoid spreading radiation. Don't adjust your portfolios, because the wild cards are vast. No idea what will happen.

COMMENT
educational segment:

Last week, the FOMC had an update of the dot plots (where the FOMC feels interest rates are going). A few Fed members believe the Fed won't cut any more rates this year, but the consensus remains of 2 cuts. For 2026: a few who predicted more cuts next year now feel there will be fewer, worried about inflation, stickier because of tariffs. Higher for longer. The average rate on US treasuries will rise from 3.36% now to 3.5%-3.7% to fund all that debt that Trump's bill will create when it is eventually signed in July.

COMMENT
Markets.

Hasn't really noticed any new trends from the Iran-Israeli situation. The trade issues with the US and the rest of the world have been the biggest cause of the decline that started in February down to April. We've seen a big rebound in the markets, with a lot of money going back in. Perhaps people regretted selling.

We're at the top now, pretty close to where we were at the peak earlier in the year. Where we go from here will be determined by how some of the geopolitical and trade issues are resolved. It'll be very important to watch.

COMMENT
S&P 500.

In technical analysis, there's a pattern called the double top. A chart will hit a top, pull back, and then hit another top. People are deciding whether or not they're going to buy.

People are going to be looking at earnings, rather than at geopolitical and trade events. Not known yet how those events will affect the economy. Second quarter results will be coming out in the next few weeks to a month. Those will drive markets one way or the other. If you have cash to deploy into the market, he'd wait to see if we break that 6050 or so level on the S&P.

Technical analysts don't predict. They look at the patterns and trade them. He has about 15% cash in his diversified NA portfolio. If markets maintain or break above the resistance level, he'll invest. If markets decline, he'll raise more cash.

COMMENT
Investor sentiment.

Lots of pessimism. Beyond the markets, people are pessimistic because of what's going on in the US. People are thinking about how they don't want to go south of the border for travel. Investors are surprised to learn that their portfolios are more or less where they were at the beginning of the year. They're aware of the decline, but not of the rally.

It's interesting to see how market's have recovered. He's a bit surprised to see that last month was a very strong month, driven mainly by a lot of the tech names we see at the top of the S&P 500. 

Markets have done well, but a big decision point coming. We're now at a big resistance point. If we can break above that, we should continue on for the rest of the year.

COMMENT
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

The Benefits of Long Term Investing: Lower Risk and Greater Stability

Long-term investing allows you to ride out market fluctuations and avoid the volatility that day traders must constantly navigate. Over extended periods, markets have historically trended upward, so even if you experience temporary losses, you are more likely to recover and see growth if you invest for the long term. Day trading, by contrast, exposes you to the risk of significant losses within minutes or hours due to rapid price movements, and most retail day traders lose money. Many day traders use stop loss orders to limit their damage on bad days. This protects them, but most investors know that the very best stocks tend to have very high volatility. Selling on a downtick of course can take you out of a long-term huge winner.
Unlock Premium - Try 5i Free 

COMMENT
Inflation from tariffs yet to show up.

Yes, we had confirmation yesterday through the Fed meeting. When they released their comments, they used really aggressive language in terms of what they were expecting. We're a few months into tariffs, and we haven't seen any inflation yet, but it's in the pipeline.

Different estimates he's been reading indicate that it could take anywhere from 12-18 months for tariffs to be fully reflected in prices. It's expected to be quite severe. Along with unemployment, inflation is front and centre when it comes to the Fed moving on rates.

COMMENT
Markets near record highs.

Consumers and businesses have been relying on credit to drive economic growth. More and more, over time, it's the stock market that's been a crucial factor in driving consumption. In view of the less-than-rosy economic backdrop, for markets to be where they are is a little bit surprising.

That's what people need to keep in mind. There is potential for some downward volatility.

COMMENT
What to look for.

It's a good habit to focus on companies that can control their own destiny on financing. Use the volatility that can come up in the market in your favour. From time to time, when markets are going to be very volatile, really good companies will sell off. It helps to know ahead of time what you might like to buy.

He tends to focus on cashflow. Companies that can generate good cashflow, and with strong balance sheets, have a lot of options in tough markets.

Showing 1 to 15 of 20,487 entries

A Comment -- General Comments From an Expert(A Commentary) Rating

Ranking : 5 out of 5

Star iconStar iconStar iconStar iconStar icon

Bullish - Buy Signals / Votes : 15

Neutral - Hold Signals / Votes : 15

Bearish - Sell Signals / Votes : 10

Total Signals / Votes : 40

Stockchase rating for A Comment -- General Comments From an Expert is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

A Comment -- General Comments From an Expert(A Commentary) Frequently Asked Questions

What is A Comment -- General Comments From an Expert stock symbol?

A Comment -- General Comments From an Expert is a OTC stock, trading under the symbol A Commentary on the (). It is usually referred to as or A Commentary

Is A Comment -- General Comments From an Expert a buy or a sell?

In the last year, 40 stock analysts published opinions about A Commentary. 15 analysts recommended to BUY the stock. 10 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for A Comment -- General Comments From an Expert.

Is A Comment -- General Comments From an Expert a good investment or a top pick?

A Comment -- General Comments From an Expert was recommended as a Top Pick by on . Read the latest stock experts ratings for A Comment -- General Comments From an Expert.

Why is A Comment -- General Comments From an Expert stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is A Comment -- General Comments From an Expert worth watching?

40 stock analysts on Stockchase covered A Comment -- General Comments From an Expert In the last year. It is a trending stock that is worth watching.

What is A Comment -- General Comments From an Expert stock price?

On , A Comment -- General Comments From an Expert (A Commentary) stock closed at a price of $.