Category Archives: American Pairs and Assets

Alpha.Dow 30 – Exxon worst, Boeing best starts to deliver

This is what we said on 1 Feb
“Boeing is at the top while Exxon is at the bottom. Boeing was also the fastest change in positive ranking. The stock is up 8% from start of the year. Exxon on the other side is down 7% from the start of the year. The pair delivered 15% [...]

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Alpha.global – dollar Index remains a buy, gold remains a sell

The latest Alpha Global carries pair updates (running and  anticipated reversal signals), numeric ranking for DOW 30 stocks, performance  cycles, alpha trackers (week over week and year to date) and long only – short only portfolio signals.
Pair signals update
1: Long Macdonald’s, Short Coca Cola, Reaching Reversal, 13% (121 days)
2: Long Kraft, Short Coca Cola, Reaching [...]

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Alpha. DOW30 – Boeing is topping

Boeing is at the top while Exxon is at the bottom. Boeing was also the fastest change in positive ranking. The stock is up 8% from start of the year. Exxon on the other side is down 7% from the start of the year. The pair delivered 15% from start of the year, as both [...]

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Alpha.Dow30 – American Express tops performance

We talked about Amex as early as 9 Sep. Amex has ended the year with top gains and was recently featured in the Economist. Now that the stock performance is conspicuous, it’s likely that Amex outperformance has topped. This is what the Numeric Rankings suggest. Amex is the top ranked performer and hence should underperform [...]

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Alpha.US.Indices – S&P 500 set to outperform Dow 30

There is nothing that validates performance cycles more than trying it on highly correlated assets. We have done it on prior occasions illustrating the S&P 500 and Dow pair, a tight pair. Since 15 July 2009 S&P 500 has underperformed the Dow 30 delivering 5% on an absolute basis and 10% on an annualized basis. [...]

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Alpha.Global Indices – Long Nikkei, Short BVSP (Brazil) delivers 13% in 40 days

We carried the Long Nikkei – Short Brazil BVSP strategy on 26 Nov 2009. Nikkei outperformed against Brazil BVSP and delivered 13% in 40 days. ALPHA Global Indices have done this regional strategy on prior occasions between India and China, Dow and Nikkei etc. Now with Numeric Ranking between top global Indices we can [...]

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ALPHA.GLOBAL – Short Pfizer, Long J&J continues

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ALPHA is a pair trading, long only – short only strategy and numeric ranking product based on TIME fractals. Time arbitrage, Time Triads, Time fractals are terms coined by Orpheus Research. The signals are carried over three different time frames viz. sub [...]

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ALPHA GLOBAL. KRAFT RULES

When a food major shows the best performance potential, markets are overstretched and exhausted. Traders playing for 200-300 points on DOW will find it tough to understand this, but even sector allocations suggest reduction on Energy, Technology, Basic Materials and increase in allocation on Defensives. This a recurrent observation for us. Market situation has really [...]

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ALPHA.GLOBAL – DEFENSIVE STROKES

The best holds (buy) signals based on performance cycles for the next few trading weeks are KRAFT, COCA
COLA, CHEVRON, EXXON, WALMART, PNG, JNJ, AT&T. The best reduce (sell) based on performance cycles for the minor to intermediate term lie are AMERICAN EXPRESS, MMM, BANK OF AMERICA, CATERPILLAR, CISCO, DUPONT, JPM, INTEL. Some of the buy [...]

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ALPHA GLOBAL – Transports to underperform

UTILITIES, HEALTH CARE, S&P 500 AT LOWS SUGGEST DEFENSIVE SECTOR PERFORMANCE
The quarterly performance ranking for DOW Indices and stocks suggest a similar story like the emerging markets sectoral situation. Equity cycles are know to work together, so the synchronous movement of emerging market sectors and American sectors should not come as a surprise. Financials and [...]

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