Market Structure Insights

SPGlobal 2024 Capital Flows
February 5, 2025

“Really? That’s all the time you spent?” I said,”Yessir. It doesn’t take long to pull weeds.” I think I was twelve.  The mailman had suggested to Walker Fry, the richest guy in Huntington, Oregon, population 530, where I grew up that the Quast kid would...

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January 29, 2025

DeepSeek would be a great name for a rock band. As would Rapeseed, an alternative offered by the helpful Whole Foods staff when I asked for canola oil. Canola so far as I know is unrelated to Nvidia, which is in 756 Exchange Traded Funds....

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January 8, 2025

We were in Nashville and Keith Urban wished us a happy new year. If you like country music, that’s a good start to 2025. More on that in a moment. It was December 18 when I last wrote. I talked then about how the market...

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December 18, 2024

Willie Nelson plays Johnny Dean in the 1997 Barry Levinson movie Wag the Dog, who is hired to write a patriotic song as part of a fake war designed to divert public attention. I don’t recall it but Microsoft Copilot tells me the character struggles...

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December 11, 2024

Microsoft is in 766 Exchange Traded Funds including a Utilities ETF. It’s in about a third of the nearly 1,800 domestic equity ETFs comprising a US-traded universe of 3,500 ETFs, adding in bond, commodity and international funds. Says the Investment Company Institute. Is that a...

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July 31, 2024

What about the stock market can we believe? You can’t believe prices. At least, during the day. If you’re a trader, how do you know if the price will move favorably? Yet prices are the core ingredient of technical signals, and the way we value...

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