The complete bullandbear cases for stock market investors

as declared in Jeff Reeves's Strength in NumbersOpinion: The complete bull-and-bear cases for stock market investorsWe're at Peak Worry — againIn a Dickensian chapter for the stock market, we are in the middle of an earnings season that illustrates both the best of times and the worst of times for investors. Record valuations: Even after recent volatility, many market experts are still concerned that stock valuations are simply too far out of whack with historical norms. Big trouble for big tech: The very public and very serious declines in some big tech stocks, including Netflix and Facebook, didn't just burn individual stockholders. Their declines also create broader problems for market-cap-weighted indexes that are heavily reliant on big tech stocks. There was fear that the pain of this sector would spill over into all parts of the market via cascading defaults that sparked a broader credit crisis, and that the bond market itself would roll over.

Emotions are getting the best of stock market investors

To control emotions, prudent investors must understand this one thing before making buy or sell decisions in this stock market. Internet ETF FDN counts Amazon, Facebook, Netflix NFLX, +2.28% and Alphabet GOOG, +0.09% GOOGL, -0.04% as its largest holdings. At The Arora Report, in addition to what to buy and sell, every recommendation is accompanied by recommended position size. Disclosure: Subscribers to The Arora Report may have positions in the securities mentioned in this article. He is the founder of The Arora Report, which publishes four newsletters.

This stock market has bigger muscle than you might think

as informed in "The stock market is not currently being driven by just a handful of stocks," writes Carlson, Ritholtz Wealth Management's director of institutional asset management. One "tell-tale sign that this isn't the case" comes from the fact that small-cap stocks are outperforming this year, he says. Carlson also points to a key indicator for market breadth — the NYSE Advance-Decline Line. "Instead, we see the advance-decline fairly in line with the stock market. (2:31) President Donald Trump and Russian President Vladimir Putin will meet in Helsinki on July 16.

Fear and volatility are likely to strike the stock market in August

After Kroger strikes back at Visa, battle over credit-card fees that may only get worseOpinion: Fear and volatility are likely to strike the stock market in AugustThere are three reasons whyThe CBOE Volatility Index is not necessarily the most accurate measure of volatility, but it is the most popular. Commercial hedgers (considered the "smart money") have been increasing their bullish VIX bets (see bottom graph of chart). S&P 500 risk vs. rewardSince the VIX reflects implied volatility of S&P 500 index options, it makes sense to see if the S&P 500 SPX+0.35% shows tell-tale signs of a bigger drop. It would take a good close below 2,800 points to invalidate the bullish pattern. A closer look at the S&P 500 breakout pattern, the bearish divergences and a bearish Nasdaq COMP+0.61% setup is available here.

The stock market is seeing abnormally large moves this earnings season — Goldman Sachs explains why, and how traders can capitalize

Getty Images / Spencer PlattIf you've noticed that stock prices have been swinging more than usual this earnings season, it's not just your imagination playing tricks on you. The 252 companies in the S&P 500 that have reported so far have seen an average absolute move of 3.9%, according to data compiled by Goldman Sachs . That's well above the mean fluctuation for both the past eight quarters (3.2%) and the previous four (3.3%), the firm finds. Fogertey & Co. go as far as to make four single-stock recommendations meant to help traders make a killing over the rest of earnings season. All of the quotes below are attributable to the derivatives team at Goldman.

collected by :Molly Tony