Plus, the original story of alibaba is one of both greed and redemption right now the same could be said about the internet stock mike khouw explains how to avoid the fees its time to risk less and make more options action starts right now. Lets get right to it. Its been a wild ride for the markets since the march bottom but gold and silver seeing big gains as some investors fly to safety could now be the time to take a harder look at the soft commodities . Carter, what are you looking at . Its true its been very dynamic for precious metals. Crude went negative, negative almost 40 a barrel, then bounced back other industrial commodities like copper, as you said, are in play if indeed theres a recovery the grains a little bit weak, soybeans, corn, wheat. Sugar has been strong, coffee. The first chart is a broad commodity soft index its a disaster. Essentially down to the right, an unmitigated mess. Weve just broken above the established down trend line in effect for essentially five or
That finally tiny tim once crooned tiptoe through the tulips with me but mike khouws tune is about tiptoeing through tips. Lets begin with the Material World that we are living in. Materials making a big comeback in the past few months that has carter eyeing an even bigger rally for the group carter, what are you looking at . Well, in the sense that if one wants to really talk about the whole notion of value growth and what is working and what isnt working, what we do know of course is of the four highly cyclical sectors, materials, energy, industrials and financials, its actually materials that have done the best the first chart is simply looking at those four from the march low, from the markets low. What we see here is that materials are leading the way. Its a small sector, but its an important sector nonetheless look at the second slide what about year to date . Not from the march low, since we began the year everyone is down. While materials are down, albeit barely take a look at
Week of earnings season. Afraid computers might crash your i. T. Guy mike khouw has some patches for your portfolio. It is time to risk less and make more options action starts right now. Lets get right to it. Despite the weak selloff in the market, one group of stocks managed to lay down some strong foundations for a rally. The itb managed to rally 4 this week carter says there is one name in that that would make for a particularly sturdy trade. Whats the name . Its Sherwin Williams its the right environment its the one area within consumer discretion that is holding up so well and yet not extended and not overbought. So a lot of characteristics that make this desirable. Lets look at a few tables and charts talking about Sherwin Williams, this is one of the best performing stocks in the market regardless of its line of business here youre looking at a comparative chart. Going back to the beginning of data in 1985, youre talking about a sixfold increase over the general market if i int
Finally tiny tim once crooned tiptoe through the tulips with me but mike khouws tune is about tiptoeing through tips. Try to harmonize with that one yeah it is trial to risk less and take more. Options action begins now. Lets begin with the Material World that we are living in. Materials making a big comeback in the past few months that has carter eyeing an even bigger rally for the group carter, what are you looking at . Well, in the sense that if one wants to really talk about the whole notion of value growth and what is working and what isnt working, what we do know of course is of the four highly cyclical sectors, materials, energy, industrials and financials, its actually materials that have done the best the first chart is simply looking at those four from the march low, from the markets low. What we see here is that materials are leading the way. Its a small sector, but its an important sector nonetheless look at the second slide what about year to date . Not from the march low,
Earnings season. Afraid computers might crash item your helpful i. T. Guy, mike khouw has some patches for your portfolio. Its time to risk less and make more options action starts right now. And lets get right to it despite the weak selloff in the market, one group of stocks managed to lay down some strong foundations for a rally. The itv Home Construction etf managed to rally 4 this week. And carter says there is one name in that that would make for a particularly sturdy trade. So carter, whats the name right, its Sherwin Williams. Well look at a couple of charts, but this is all weve discussed this on other shows, its the rate environment, its the one area within consumer discretion that is holding up so well and yet, not extended and not overbought, so a lot of characteristics that make this desirable. Lets look at a few tables and charts the first is, talking about Sherwin Williams, this is one of the best performing stocks in the market, regardless of its line of business here yo