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Wall Street Wrap

Friday's market losses reportedly occurred because of weakness in Europe, among other worries of investors. Actually, it may have just been a little profit taking. With millions of investors buying and selling, there is probably no one motivation. But markets are overvalued. See the Buffet Indicator, which puts markets at significantly overvalued. 

Markets may open lower this morning, based on futures markets. Not time to panic, also not time for celebration. If a new downtrend is starting (IBD indicates an uptrend under pressure), it might be time to add to long equity positions. I'll wait and see. 

According to Seeking Alpha's Wall Street Breakfast report this morning, "It's another dark day for equities across the board as heavy losses in the U.S. on Friday spread to Asia overnight, with the Nikkei closing down 3% and Shanghai 2% lower. Dow and S&P futures are now off by 0.3% and the Nasdaq by 0.6% as the U.S. treasury yield curve turned positive after inverting for the first time in more than a decade. "I think we have to be a little bit nervous obviously," declared the Fed's Charles Evans as worries over the economy continued to plague investors. Stocks pared some losses, however, boosted by sentiment surrounding the Mueller report, which suggested there was no Russian collusion with the Trump campaign during the 2016 election." 

From Schwab: U.S. stocks are mixed in early action, with global growth concerns appearing to linger after being a primary source, along with the Fed's gloomy growth outlook, of the heightened volatility on Friday. Treasury yields are mostly rising after sliding last week. The U.S. dollar is trading lower on the heels of the conclusion of Special Counsel Robert Mueller's Russian collusion investigation, while crude oil prices are lower and gold is rising. Asia finished lower and Europe is mostly trading to the downside.

On a side note, from Town Hall: CNN said Trump has been vindicated by the Mueller probe. Yes, there was no collusion. And yes, MSNBC had a total meltdown over this fact. Chris Matthews asked how could Trump get off the hook, Chuck Todd worried that we’re heading for a banana republic, and Rachel Maddow…apparently cried. 

Anyone tired of hearing about Russia? I am. But as things political can affect markets, it pays to pay attention. Regardless, I'm still 50 percent in cash. 


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