Weekly Economic Update 12-02-2016

Why is the market falling despite relatively good headline economic data? In this week’s update we’ll cover that, the highly anticipated Nonfarm Payrolls report, why risk levels are high, how the next leg of the market is upon us, what asset classes should benefit and our rotation strategy when the next market bottom occurs.

Weekly Update (15 min):

  • Good News, Markets Down?
  • November Nonfarm Payrolls
  • Defensive Assets Dive
  • Yet Risk Level is High
  • And Average Investor Bought In
  • Next Leg Down is Upon Us
  • Gold & Treasuries Should Benefit
  • Rotate to Risk Assets at the Bottom

Bonus (6 min) –

  • S&P 500 vs M1 Money Stock
  • iShares 20+ Year Treasury Bonds (TLT) vs M2 Money Stock
  • S&P 500 Volume Analysis
  • S&P 500 vs % of S&P 500 Stocks Above 50-day MA
  • S&P 500 vs % of S&P 500 Stocks Above 200-day MA
  • S&P 500 vs Total Put/Call Ratio Relative to its 20-day MA
  • Commitments of Traders – S&P 500
  • Commitments of Traders – 10 Year Treasury Yield
  • Commitments of Traders – US Dollar