Dragonfly Capital

Cadence Design Systems Inc (NASDAQ:CDNS) Cadence Design Systems, $CDNS, jumped in February 2017 and then trended higher for the rest of the year, making a top at the end of November. It pulled back...

Last week’s review of the macro market indicators noted heading into the 3 day weekend for Martin Luther King Day the equity markets continued to fire on all cylinders. Elsewhere looked for...

Mohamed El-Erian noted that the US Dollar Index fell by 10% in 2017 and has already lost another 1.5% this year. This went against every macro thinker’s belief that it should rise. Rising...

Today I add a new chapter to my life. Many of you know I have been teaching classes in Risk Management at Case Western Reserve’s Weatherhead School of Management for the past few years. I was...

Apple (NASDAQ:AAPL) started 2017 moving up out of consolidation at 115 and over the previous high. It continued higher all year reaching 177, nearly a 54% gain, in December. Along the way it paused...

5 Trade ideas excerpted from the detailed analysis and plan for premium subscribers:Allstate, Ticker: $ALL Allstate, $ALL, rose up form a pullback in September, breaking resistance at the end of...

A weekly excerpt from the Macro Review analysis sent to subscribers on 10 markets and two timeframes. Last week’s review of the macro market indicators noted with the first week of the New Year...

The bull market is in charge and holding court. Many believe that the latest charge has been going on since the cathartic sell off during the Financial Crisis that bottomed in 2009. Others will note...

Remember the Dotcom crash? Probably not. Fueled by fever driven sentiment and scare mongering around Y2K (remember that either?) companies were raising money in the equity market with no earnings, or...

How many of you can remember when US Treasury Bonds were physical pieces of paper, with coupons attached to them? I do not mean the Series E savings bonds you may have received at your birth, but the...

The US Dollar Index is bruised. It was beaten up badly in 2017 losing over 10% of its value. Not the kind of return reflecting a strong America. And not what you might expect in an environment where...

Here is your Bonus Idea with links to the full Top Ten:General Electric (NYSE:GE), $GE, was a true Dog of the Dow in 2017 with its stock losing over 45% of its value. Traders and investors alike could...

Boston Scientific (NYSE:BSX)Boston Scientific, $BSX, started higher after the November 2016 election, taking several steps to get to the top in October 2017. It then corrected in two steps to the...

A weekly excerpt from the Macro Review analysis sent to subscribers on 10 markets and two timeframes. Last week’s review of the macro market indicators noted as 2017 came to a close the equity...

China continues to be the land of potential opportunity. With its more capitalistic mindset, that view is exploding. Known for its cheap labor and manufacturing, more and more China's citizens are...

Cheers to the German market! After a mid-year swoon, it was able to recover and post a solid 11.5% gain for 2017. That said, much of the rest of the world's markets, including the US, were up...