Tycuda Group’s Monthly Report

At the Tycuda Group we promote transparency and try to keep our clients updated every step of the way. In hopes that we can continue to provide useful information, we have created a monthly investment report that will be included in our monthly newsletter and posted below. In this investment report you can expect highlights of important themes in the market, trade spotlights from our models and whatever else is on our minds!

 
 
 
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Fear and greed

Global markets have remained volatile over the last week as we have moved into quarterly earnings season. North American stocks have seen violent adjustments in reaction to earnings reports….

 
 
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Bubbles and Cannabis

Almost daily, there are headlines about pot stocks. The stocks are much akin to a roller coaster ride given the price swings. Most cannabis stocks only trade in Canada plus some that trade via American Depository Receipts (ADRs) in the USA….

 
 
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Trump and Trade

Mexico agrees to Trump’s terms. The media reports Trudeau had a constructive call with Trump and that Foreign Affairs Minister Chrystia Freeland has gone to Washington….

 
 
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What’s up with the seasonality of investing?

Though not always the case, the chart below shows the weakest time to invest is usually between May and October, with the most extreme being mid-August to mid-October…

 
 
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What’s the best thing about the end of June?      

I read the following recently. Lessons for investors to date in 2018 have been that its dangerous to be complacent and risks may hide for a while, but they don’t go away. And we are reminded of the old saying that history doesn’t repeat, it rhymes ….

 
 
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Currency and Oil

Expectations are building that OPEC will end an output deal that has been in place since the start of 2017 due to concerns about supplies from Venezuela and Iran. Venezuela’s output has fallen amid an economic crisis, while Iran’s supply is threatened by U.S. sanctions….

 
 
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Tragedy too close to home.

The recent madness of an individual stole 10 innocent lives and injures 14 more on Yonge Street in Toronto.  The countless friends and relatives are in mourning and grieving along with a country in shock….

 
 
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Volatility, and lots of it!

Our universe will eventually fade to darkness as the stars run out of energy, theorized Stephen Hawking only weeks before his death. Steven Hawking was famous for not only being a brilliant theoretical physicist, but for simply living a long life….

 
 
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Markets Got You Down? Technically, They Shouldn’t!

In February, we got a wakeup call. The S&P/TSX Composite dropped about 8.5% and the S&P500 dropped just over 10%. These markets have rallied back about 50% from the selloff. Despite all this, Technical Analysts note that looking at recent “internals”….