About
Ahead of the Curve provides analysis and insight into today's global financial markets. The latest news and views from global stock, bond, commodity, and FOREX markets are discussed. Rajveer Rawlin is a PhD and received his MBA in finance from the Cardiff Metropolitan University, Wales, UK. He is an avid market watcher, having followed capital markets in the US and India since 1993. His research interests include capital markets, banking, investment analysis, and portfolio management, and he has over 20 years of experience in the above areas, covering the US and Indian markets. He has several publications in the above areas. He currently teaches business and management students at CHRIST University. The views expressed here are his own and should not be construed as advice to buy or sell securities.
Featured post
Time Series Analysis with GRETL
This video shows key time-series analyses techniques such as ARIMA, Granger Causality, Co-integration, and VECM performed via GRETL. Key dia...
Sunday, 2 July 2017
US Stock Market Snapshot
Labels:
bond yield,
dividend yield,
earnings growth,
earnings yield,
fear,
greed,
inflation,
p/e,
price/sales,
sales growth,
vix
I have been tracking capital markets across the globe since 1993, I write about financial markets and teach business and management students financial markets and investing at CHRIST University.
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Market Insight
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MiB: Omar Aguilar, CEO and CIO of Schwab Asset Management - This week, I speak with Omar Aguilar, Chief Executive Officer and Chief Investment Officer of Schwab Asset Management. We discuss his time at Finan...3 hours ago
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Saturday links: overwhelming weariness - Saturdays we catch up with the non-finance related items that we didn’t get to earlier in the week. You can check out...6 hours ago
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Debt Rattle October 3 2026 - Hieronymus Bosch Ascent of the Blessed c1510 • Iran’s Regime Is Running Out of Options (Victor Davis Hanson) • Trump Expected To Name National Intelligen...11 hours ago
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Market Talk – October 2, 2026 - ASIA: The major Asian stock markets had a mixed day today: • NIKKEI 225 decreased 647.26 points or -0.94% to 68,309.46 • Shanghai closed • Hang Seng decrea...22 hours ago
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Earnings Report Card: 13 Stocks Beat Wall Street Four Straight Quarters… The Next Test Starts Tuesday - Every earnings season runs on a little game. A company tells Wall Street to expect a modest quarter. Analysts write that number down. Then the company co...1 day ago
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The Great Harmony Society in Chinese Thought - The Great Harmony (大同, Datong) is an ideal social order envisioned by classical Chinese Confucianism in the 6th century BCE. Receiving its first systematic...1 day ago
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Crude Oil and Yields Diverging - [image: 10-year t-note and crude oil] Crude oil prices have been in an amazingly strong positive correlation with bond yields for a few decades. But it ...1 day ago
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The U.S. Is Sending A Third Aircraft Carrier And A Second Marine Division To The Middle East As The Global Energy Crisis And The Global Food Crisis Both Intensify - The months ahead are shaping up to be a time of war, economic problems, food shortages and global chaos. There is no end in sight for the war in the Midd...2 days ago
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Real GDP growth by state: Second quarter 2026 - On September 30, 2026, the Bureau of Economic Analysis (BEA) released real GDP data for all US states for the second quarter of 2026. The FRED map above sh...2 days ago
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Model Portfolio Change – PM’s - Weekly report covering Gold, Equities, Crude, Dollar. A look at trade opportunities and covering the model portfolio.5 days ago
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The Hidden Costs of Self-Employment That No One Realizes - Going self-employed usually starts with a number in mind: what you'll charge, what you'll earn, maybe what you'll save by skipping the commute and the offi...1 week ago
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What's the Point of AI, Anyway? - *The point of AI is profit, dependence and dominance cloaked with Happy Story Hoopla about super-abundance. We have a super-abundance already--of malicious...1 week ago
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November 2026 Bootcamp Las Vegas - November 2026 Bootcamp Note: This is the last-ever Bootcamp happening on the West Coast Price increases to $1200 from October 09, 2026! - Price: $...2 weeks ago
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Interest Rates and Stock Prices: An Old Debate Flares up! - The war in Iran, oil prices and worries about a recession have all taken turns driving stock prices in 2026 but talk about interest rates and where ...3 weeks ago
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Market closures on Labor Day in the United States - Please beware of reduced liquidity and special trading breaks for CFD's and Bullion on Monday the 7th of September 2026 due to Labor day celebrations in ...4 weeks ago
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AVGO TPUs and Cloud Face Earnings Showdown Amid GOOGL, Anthropic Partnerships | Schwab Network - [image: AVGO TPUs and Cloud Face Earnings Showdown Amid GOOGL, Anthropic Partnerships | Schwab Network] Charles Schwab Media Productions Company (“CSMPC”)...4 weeks ago
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Dogecoin Shares 3 Things Are Guaranteed: 'Death, Taxes And A Giant DOGE' Provided You Pay Your Dues To This Government - Dogecoin's (CRYPTO: DOGE) official X account put a playful spin on a classic Benjamin Franklin quote on Thursday to describe Japan's initiative of reward...3 months ago
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12 Bear Market Rules To Live By – Survive & Thrive In The Next Bear Market - 12 Bear Market Rules To Live By – Survive & Thrive In The Next Bear Market [image: Bear Market Rules Survival Guide] I grew up in the 1970s-1980s when th...4 months ago
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Why You Keep Breaking Your Trading Rules (And the Only Fix That Works) - You know your trading rules. You’ve written them down. You even follow them in practice. Then the market opens, and you break them anyway. After 25 years...4 months ago
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Is Marvell Technology the AI Hidden Gem to Buy Now? - Marvell Technology (MRVL) stock is down 36% from its all-time high hit one year ago as concerns about competition from hyperscalers and the potential los...6 months ago
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Daily Market Brief - Subscriber content. To subscribe to the Daily Market Brief please visit Market Services on NorthmanTrader.com. The Daily Market Brief is an in-depth market...9 months ago
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Our Stock Pick Of The Month For November 2025 Is Pasofino Gold (TSX.V:VEIN) – David Skarica - Pasofino Gold: TSX.V:VEIN Our stock pick of the month for November 2025 is Pasofino Gold With gold prices skyrocketing to nearly $4,000 an ounce it is t...10 months ago
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The 2025 Job Market For The Auto Industry - The uncertain question of today is whether it's a Buyer's Market leaning towards employers or a Seller's Market giving employees the upper-hand during job ...10 months ago
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Ascent Group LLC Sells 3,494 Shares of iShares MSCI Emerging Markets ETF $EEM - Ascent Group LLC lessened its stake in shares of iShares MSCI Emerging Markets ETF (NYSEARCA:EEM – Free Report) by 23.4% during the second quarter, accordi...11 months ago
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EV Supply Chain Play: Why Solid Power (SLDP) Could Be a Hidden Gem in Battery Tech - The electric vehicle (EV) revolution is shifting into high gear, and battery technology is at the center of it all. While traditional lithium-ion batteries...1 year ago
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Climate Change Profiteers Reveal The Democrat Party As A Satanic Death Cult Of Morons - By Barry Ferguson12/10/24The Democrat Party in the US has devolved into a satanic death cult of morons. They not only want to destroy themselves but the re...1 year ago
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Weekend Update - Trendline rejection (3/8/24) - SPX was rejected by the blue trendline Friday. The trendline had been sucessfully tested four times and held since November, until now. SPX has unable ...2 years ago
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Mungerisms: Timeless Wisdom from Charlie Munger on Life and Business - "Mungerisms" are succinct expressions of wisdom and insights coined by Charlie Munger, the Vice Chairman of Berkshire Hathaway and Warren Buffett's longtim...2 years ago
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It’s Crunch Time for The Daily Doom and Doom Time for The Great Recession Blog - The Great Recession Blog is officially done for good, and my writing continues on TheDailyDoom.com. This site will eventually be completely terminated. If ...3 years ago
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After This Holiday Rally, You Better Know When To Walk Away - This week’s investor insight will make you think twice about the current stock and bond rally as we head into the end of the year. We get a lot of questi...3 years ago
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How Africa Can Escape Chronic Food Insecurity Amid Climate Change - The toll of extreme weather events on crops underscores the region’s challenges and need for policies to save lives and protect livelihoods.4 years ago
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Growth Companies – Getting What You Want - What do the growth companies in your field have in common? How are they doing so well and what can you learn from them? Growth companies usually make a pro...4 years ago
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Blog Post Title - What goes into a blog post? Helpful, industry-specific content that: 1) gives readers a useful takeaway, and 2) shows you’re an industry expert. Use your c...4 years ago
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Foot Locker Crushed Q2 Earnings Expectations Sending Stock Higher - Plus, AstraZeneca said its antibody therapy reduced the risk of developing COVID-19 symptoms by 77%, The Topps Co’s SPAC merger is off, and Elon Musk annou...5 years ago
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Elliott Wave Stock Market Update - July 10th - The market has continued its rally to higher highs and it doesn't seem like it wants to stop. We now have a new ATH at 4371 which are NASDAQ levels s...5 years ago
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The Psychology of QE is Far More Important Than the Amount of It - Let's discuss what QE really does vs the psychology of QE.5 years ago
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Hello world! - Welcome to WordPress. This is your first post. Edit or delete it, then start writing!5 years ago
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Market Signals for the US stock market S and P 500 Index and Indian Stock Market Nifty Index for the Week beginning November 09 - Indicator Weekly Level / Change Implication for S & P 500 Implication for Nifty* S & P 500 3509, 7.32% Bullish Bullish Nifty 12264, 5.34% Neutral ** Bullis...5 years ago
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Fully Automated Trend Trading w/ Stocks Or Options - There’s a lot of research to support the usage of trend indicators as simple risk reduction elements that can be layered onto an existing strategy. Howev...5 years ago
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2020 Top Investment Picks – Q3 Update - At the beginning of the year, I put together a list of Top Investment Picks for 2020 from the investment community and track them on this website. This is ...6 years ago
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The last of 12326 - February 22nd 2012..... First post... https://permabeardoomster.blogspot.com/2012/02/can-anyone-fly-plane.html -- This post will be the last under the o...6 years ago
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Ultramarathoner Runs Over 200 Miles in Backyard, Wins Golden Toilet Paper Roll - Strange times indeed. In the land “BC,” before coronavirus, people ran long distances in foot races, and toilet paper wasn’t coveted. Things have changed. ...6 years ago
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March report "How Revolutions, Wars and Plagues are Harbingers of 'Great Changes' in Societies and in Economics" published. http://bit.ly/2y4LJZQ - March report "How Revolutions, Wars and Plagues are Harbingers of 'Great Changes' in Societies and in Economics" published.https://t.co/k29bzcK3DY — Marc ...6 years ago
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Weekend Report - Weekend Report Provided by the OEW Group December 21, 2019 Last Monday started with a sharp rally on positive trade news. After closing at 3169 the previou...6 years ago
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Financial Markets Will Move To Asia - Chicago, they invented the Soybean futures contracts. But now, China uses more soybeans than ... *READ THE REST OF THE ARTICLE ON THE NEW WEBSITE: JIM ROGE...6 years ago
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GW Pharmaceuticals (GWPH) Signals Bearish Continuation To $100 -
GW Pharmaceuticals $GWPH has been retreating sharply, and might have further downside towards $100.
G...
7 years ago -
Meet Hert Capital and How He Uses Stocktwits - On Stocktwits, HertCapital has been known for quite some time. But for those reading who haven’t had a chance to follow him, we asked him a few questions...7 years ago
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The Earnings Mirage: Why Corporate Profits are Overstated and What it Means for Investors - I just published a new long-form piece through OSAM Research Partners entitled “The Earnings Mirage: Why Corporate Profits are Overstated and What it Means...7 years ago
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Nightly Algo Report – December 6, 2018 - To access this post, you must purchase Premium Plan or Premium Plan - Annual. The post Nightly Algo Report – December 6, 2018 appeared first on Elliottwa...7 years ago
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Don’t be Fooled by the Pullback in the Dollar Because…. - Don’t be fooled by the pullback in the U.S. dollar today because the greenback could still strengthen further before the end of the year. Nearly all of the...7 years ago
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Weekly Videos - This week’s video will be posted on the new home for Short Takes. If all goes well, it will appear sometime between 6:00 and 8:00 pm ET.8 years ago
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Gold’s silent comeback and the middle class rebound - The middle class has been stuck in a rut – psychologically if not economically – for years, and they’re not afraid to admit it. Last year’s upset victory...8 years ago
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Kafka For The Twenty First Century - I've been spending a slightly frustrating day trying to update my payment details at google. To log in to my admin console I need to log in using my G Sui...9 years ago
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The Progressive Case for Abolishing the Corporate Income Tax - Reform of the corporate income tax is shaping up to be one of the big issues facing Congress in 2017. Republicans are pushing for big cuts in the corpora...9 years ago
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Gold Unleashed by Fed - Gold's next major upleg was likely unleashed by a very-dovish FOMC this week, which now has its hands tied on hiking rates or being hawkish due to the US e...10 years ago
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From false moves… - One of my favorite sayings came from my trader friend Brian Shannon, who said from false moves come fast moves. I always pay attention to […] The post Fr...12 years ago
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Why Mitt Romney Will Be The Next President - News Flash: Despite how it may look, what with Occupy Wall Street protests and Tea Party rallies, the country’s populous is not as polarized as it might se...14 years ago
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August 24th Blogger Sentiment Poll - There are more bulls than bears in this week's poll. Blogger Sentiment Poll Participants: 24/7 Wall St (N) Carl Futia (+) Dash of Insight (+) Elliot Wave L...17 years ago
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My Favorite Books
- The Intelligent Investor
- Liars Poker
- One up on Wall Street
- Beating the Street
- Remniscience of a stock operator
Trading Ideas
Forex Insight
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Ethereum L2 Blast shuts down as BLAST token crashes 99% from peak - Read more on https://www.fxstreet.com13 hours ago
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U.S. Hiring Stalls at 29,000 Jobs - U.S. employers added 29,000 jobs in September 2026, missing forecasts. Unemployment rose to 4.2%, and the odds of an October Fed rate hike fell.1 day ago
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Geopolitics, inflation and central banks set the direction for markets - Middle East tensions and energy prices remain central to the market outlook. The US economy is supported by AI investment, while China faces weak domestic ...1 week ago
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Upward Revision to Q2 GDP Aids the US Dollar’s Feeble Recovery - The second estimate of US GDP growth in Q2 saw an upward revision from 2.8% to 3%. However, US resilience has come under pressure, particularly in the labo...2 years ago
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Don’t be Fooled by the Pullback in the Dollar Because…. - Don’t be fooled by the pullback in the U.S. dollar today because the greenback could still strengthen further before the end of the year. Nearly all of the...7 years ago
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EUR/USD Weekly Outlook - EUR/USD's decline attempt was contained at 1.0494, above 1.0493 support and rebounded. Initial bias stays neutral this week first. On the upside, break of ...9 years ago
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Loonie and Aussie Share Downward Bond - In yesterday’s post (Tide is Turning for the Aussie), I explained how a prevailing sense of uncertainty in the markets has manifested itself in the form of...15 years ago
Economic Calendar
India Market Insight
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The Psychology of Speculation: Why Even Disciplined Traders Can Lose Control - There are few experiences more destabilizing to the human mind than suddenly winning or losing a large amount of money. A trader may be disciplined, expe...1 day ago
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Reduce Persistent Systems; target of Rs 3700: Emkay Global Financial - [image: Reduce Persistent Systems; target of Rs 3700: Emkay Global Financial] Emkay Global Financial recommended reduce rating on Persistent Systems with a...2 years ago
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Rupee falls 29 paise to close at 82.68 against US dollar - During the day, the rupee touched a high of 82.45 and a low of 82.68 against the greenback. On Friday, the rupee had settled at 82.39 against the dollar.3 years ago
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JUST NIFTY BLOG 10-01-2020 - Bulk Deals FII DII Stats Date # of Deals Total Volume (In Millions) 01-01-1970 0 0.00 Click here to see all Bulk Deals Date Category Buy Amount (Rs. Cror...6 years ago
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Gold Top down analysis. - - Updating blog after a long Gap. Longest in the last 8 years. May not be able to update regularly for 2 more months to come. - Gold bulls co...8 years ago
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Vist Note on Federal Bank - We recently met the senior management of Federal Bank which is one of the old private sector banks with a distribution network of 1252 branches (48% Kerala...8 years ago
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Bank Nifty does Price Time Squaring and gave big move - As discussed in Last Analysis Bank Nifty gave the big move as we were expecting near turn date and also made low of 24706 near our target of 24700 and bo...9 years ago
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Midcap & Smallcap Index Corrects, Lets Come Back To Fundamentals Again - Midcap Index had made a high of 18511 on 16th May 2017, fell almost 7% and is currently trading at 17230. Smallcap Index made all time high of 7679 on 11th...9 years ago
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Market outlook for 28/10/2016 - *Nifty closed flat at 8615.25* while Future closed at 8655.25, premium of 40.00 points. *Bank Nifty closed up 31.00 points (0.16%) at 19514.60* while Futur...9 years ago
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Option Open Interest for 27-10-2016 - Inference The index opened flat and went down to touch the lows at 8550, but support level buying saw the index close flat at 8615.25. The broader market w...9 years ago
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NIFTY OUTLOOK FOR 22-8-16 - *Nifty (8667)* we said ‘it is quite possible that the Nifty may open again in the green but I would be cautious in the upper regions’ the Nifty opened in ...10 years ago
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ITC To Resume Cigarette Manufacturing - ITC manufactures a range of cigarette brands, including India Kings, Classic, Gold Flake, Navy Cut, Capstan, Bristol, Flake, Silk Cut, which are manufactur...10 years ago
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My Asset Allocation Strategy (Indian Market)
Cash - 40%
Bonds - 20%
Fixed deposit - 20%
Gold - 5%
Stocks - 10% ( Majority of this in dividend funds)
Other Asset Classes - 5%
My belief is that stocks are relatively overvalued compared to bonds and attractive buying opportunities can come along after 1-2 years. In a deflationary scenario no asset class does well other than U.S bonds, the U.S dollar and the Japanese yen, so better to be safe than sorry with high quality government bonds and fixed deposits. Cash is the king always. Of course this varies with the person's age.
Bonds - 20%
Fixed deposit - 20%
Gold - 5%
Stocks - 10% ( Majority of this in dividend funds)
Other Asset Classes - 5%
My belief is that stocks are relatively overvalued compared to bonds and attractive buying opportunities can come along after 1-2 years. In a deflationary scenario no asset class does well other than U.S bonds, the U.S dollar and the Japanese yen, so better to be safe than sorry with high quality government bonds and fixed deposits. Cash is the king always. Of course this varies with the person's age.
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