Author Archives: Marc Pado

Pado’s Perceptions

Friends, Colleagues, and Media After 22 years as a US Market Strategist for a couple Wall Street firms including 10 years at Cantor Fitzgerald, producing a daily market commentary called “Pado’s Perceptions”, I am providing independent market and economic research, … Continue reading

Posted in Market Review | Leave a comment

April 5, 2017

Trump Bump Concerns After the ACA failed to be repealed, Trump shifted focus to the budget, which is set to hit its ceiling by the end of the month. It is already on life support and would face a government … Continue reading

Posted in Market Review | Leave a comment

March 22, 2017

March 22, 2017 Damned If You Do, Damned If You Don’t Republicans face their first real test in the House. While a “repeal” would have been easy, a “replace” reveals a chasm within the Republican party. The Tea Party Republicans … Continue reading

Posted in Market Review | Leave a comment

February 4, 2017

February 4, 2017   Financials Lead   Institutional investors always like it when the Financials lead. The implication is that Financials do well when expectations that the economy is about to improve. This was the case off of the Trump … Continue reading

Posted in Market Review | Leave a comment

February 13, 2017

Expectations Driven Market The “Trump Bump” into December was followed by mostly sideways action, as investors digested earnings and the potential benefits of a Trump administration. At the heart of the action has been the anticipation that the administration will … Continue reading

Posted in Market Review | Leave a comment

February 4, 2017

The Thick Of It It’s earnings season, and the generally positive mood about forward-looking earnings potential is keeping the averages afloat after the significant post-election run. As of the last day of January, the Dow Jones Industrials have gained 8.35% … Continue reading

Posted in Market Review | Leave a comment

August 26, 2016

August 26, 2016 Yellen In Focus The divergence between price and the momentum indicator, MACD, continues to suggest a pullback is likely. Add this to the seasonal tendency for markets to correct in September, and it is logical to remain … Continue reading

Posted in Market Review | Leave a comment

August 17, 2016

August 17, 2016 Unwinding The Negatives The last two weeks of July managed to extend the run into record territory, despite oil falling from $45 to $40, but when oil broke $40, it ignited concerns and projections for sub-$30 oil. … Continue reading

Posted in Market Review | Leave a comment

Consumer Discretionary (6/5/15)

The Vanguard Consumer Discretionary Sector (6/5/15) Short-term (Neutral) : Intermediate Term (Neutral) : Long-term (Positive) The Consumer Discretionary group is holding up extremely well here, but we have to be a bit cautious short term because it is flirting with … Continue reading

Posted in Market Review | Leave a comment

August 2, 2016

August 2, 2016 Pullback Time On July 29th, we were willing to “let profits run” with a tight stop on the S & P 500 at 2159. We are breaking that today. Note the definitive break in the high, tight … Continue reading

Posted in Market Review | Leave a comment