This is the video recording of the January 28th Town Hall Meeting w/ Willie Delwiche & JC Parets.
01/28/21 2PM ET [Read more…]
Global Market Breadth Approaching Critical Levels
The Percent of global markets trading above their 50-day average is faltering. It’s dropped to 78% (83% for Developed Markets & 74% for Emerging Markets). Below 70% is a warning for the market, below 40% is usually bad news.
Check out the Chart:
[Podcast] Sector Rotation w/ Jonathan Krinsky
This week on the podcast, Jonathan Krinsky joins me for a chat about Sector Rotation. While the Mega-cap names like Apple, Google, Facebook, Amazon and Microsoft grinded sideways, or even down, since August, the Small-caps, Mid-caps and Micro-cap names have been the leaders. What happens if the Mega-caps break out of these bases to new all-time highs? Does the sector rotation continue? Or do we then rotate into the more defensive areas like Staples, Utilities and REITs, which currently keep making new relative lows?
Where does the US Dollar fit into all this? Will a Dollar rally bust the party and end the rotation into International equities and Commodities? We discussed all of this and so much more in a very short period of time. Jonathan Krinsky is the Chief Market Technician at Bay Crest Partners and puts out research for many long/short equity fund managers. He’s a CMT like me and we’ve known each other for many years. His perspective on markets always adds value.
This was fun. Enjoy!
[Premium] Details For February Monthly Strategy Session
These are the registration details for our Live Monthly Candlestick Strategy Session for Premium Members of All Star Charts.
This month’s Video Conference Call will be held on Monday February 1st @ 6PM ET. As always, if you cannot make the call live, the video and slides will be archived and published here along with every other live call since 2015.
Here are the details for Monday evening: [Read more…]
3 Potential Stock Market Headwinds To Be Aware Of
I’m getting trolled more than I have in a long time. It’s almost like people are mad at me for being as bullish of equities as we’ve been, and continue to be…
What’s everyone so angry about? I don’t understand.
Anyway, yes there are stocks we want to buy. Can some stocks go down? Sure. Does that change the fact that there are stocks we want to buy or own? No.
As far as potential headwinds for stocks go, I’ve got 3 pretty simple ones today. [Read more…]
2 out of 3 investors think we’re in a bubble!
Diverging Performance Among Former Leaders
One of the main themes we’ve been hitting on in the past few months/quarters is the aggressive shift in leadership down the market cap scale.
When we take a step back, this all jives with what we’re seeing in other asset classes as investors are rushing into risk assets as they position themselves more offensively.
This development really began last March as the market was bottoming from its swift Q1 selloff. Although the relative trend really accelerated in early September as Mid, Small, and Micro-Caps began to drastically outperform their Large-Cap peers.
Let’s take a look at how this cap-rotation has impacted some of the secular leaders at a sector and industry level.
The New Commodities Supercycle
What would it take to finally end the long-term bear market in commodities?
How about Crude Oil Futures trading below zero?
Yes, remember when Oil traded in the negatives last year?
This is something most of us never thought was possible. If you had this on your list of possibilities, kudos to you I guess.
I didn’t. [Read more…]
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