We’ve done the homework. New All-time highs are NOT a characteristic of a downtrend. Go back and check for yourself. I was just listening to the great Brooklyn poet Shawn Carter who inspired the headline. It’s true. This is not a bear market, by definition. So should we be looking for stocks to sell or should we be looking for stocks to buy? [Read more…]
[Premium] Monthly Conference Call Video Recording October 2019
This is the video recording of the October 2019 Conference Call.
We Want To Be Buying Stocks
This is my favorite time of the month – preparing for our Live Monthly Conference Call. It really gives me an opportunity to gather all of the evidence, put my thoughts and ideas down on paper and then explain it all in under an hour. It’s all pretty awesome!
In this call we talk about the US Stock market and where it fits within the Global Market complex. Throughout this process we’re also analyzing the commodities, interest rates and currency markets that apply to each country. Only then do we break things down to individual sectors and their sub industry groups to finally find the best stocks to express a bigger thesis.
We call this the top/down approach and I’m pumped to go through it all on Tuesday’s Call.
Over the weekend I was going through all of the International Markets and could not help but noticed the strength popping up all over the world: Japan, Brazil, Europe and more recently Taiwan. One chart that really stood out was the Global Dow Index. I don’t know why I don’t see more people talking about this one.
It’s a hidden secret I guess and even Strazza makes fun of me because he says I’m the only one who talks about the Global Dow. Look at the components. It’s an important list, and probably weighted pretty well, if you ask me: [Read more…]
All Star Interviews Season 3, Episode 11: Walter Deemer, Technical Analyst With 57 Years Of Experience
Walter Deemer has been a Technical Analyst for 57 years, after starting his career at Merrill Lynch working for legendary Technician Bob Farrell. He is a founding member and past president of the CMT Association and coined the phrase, “When the time comes to buy, you won’t want to!”, which is the title of one of the books he’s authored. We’re lucky to have someone on the podcast who was in the business at a time when interest rates were NOT in a downtrend! In this episode, Walter talks to us about what it was like charting in the 1960s and 70s and what sentiment was like as we entered the 1980s and one of the greatest economic expansions in America history. “Watch their feet, not their mouths”, is what Walter Deemer says when he encourages us to look at what investors are doing, rather than their opinions. This was a great conversation where we discuss what he calls our “Shoulda Fund” and what the Breakaway Momentum Strategy (breadth thrusts) means to him. I really enjoyed this one! [Read more…]
All Star Interviews Season 3, Episode 10: Willie Delwiche, Investment Strategist at Robert W. Baird
I’ve been following the work Willie Delwiche for years. As both a CFA and CMT Charterholder, I think it helps him really put things in perspective for the Advisors he works with at RW Baird. I really enjoyed the conversation we had about the markets and his process. Willie incorporates a number of breadth and sentiment measures that I’ve always been a fan of. He helps the Investment Advisors at the firm work with their clients and manages several portfolios as well. In this podcast episode we discuss a number of different things from Interest Rates to Gardening. It was fun to get to know Willie a bit more! [Read more…]
Video: Stocks Near Former Lows Relative to Gold & Bonds
In this Episode of Allstarcharts Weekly, Steve and I talk the relative performance of stocks. When assets are in strong uptrends, they not only perform on an absolute basis, but they tend to outperform their alternatives. With new highs in the S&P500 last month, we’ve seen nothing but lower highs relative to both Gold and US Treasury Bonds. In fact, on a relative basis, the S&P500 is actually down to its late December 2018 lows. Will they hold or confirm a massive distributive top? I think the resolution will tell us a lot about the strength of the current stock market.
[Read more…]
[Chart(s) of The Week] No Man’s Land
The major indices in India are stuck in “no man’s land” right now, making it a tough trading environment for many.
In this post, we’re going to take a quick look at what that means and how we’re approaching it.
BNN Bloomberg Interview: The Cyclical Bear Market in Stocks
Here is the video from my BNN Bloomberg interview this week. They asked me if I thought the media was making too big of a deal out of an inversion of the yield curve and I agreed that of course they did. That’s what the media does, irresponsibly exaggerate things that don’t need to be exaggerated at the expense of their audience. I’m happy to come on TV to bring some sense of reality to the conversation. Someone has to. In this video we discuss the ongoing Cyclical Bear Market in stocks and what we’re waiting for to confirm that a new Cyclical Bull is getting started. [Read more…]
- « Previous Page
- 1
- …
- 29
- 30
- 31
- 32
- 33
- …
- 35
- Next Page »
