US Equities – simply momentum or something more fundamental
The momentum run in the US market continues to be very strong. It resembles in many ways the peak rally in 1999 to early 2000, just before the “dot com” crash.
Like that historic era, earnings growth in the tech sector today is outpacing the growth of the rest of the US economy. As I review the trading screens of the S&P500 index last week they were screening expensive, at the extreme end of the two standard deviation range. In a chartist’s world, it is a signal to sell and reduce exposure to the over-priced assets.
But hold on;...MORE»
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