In this Episode of Allstarcharts Weekly, Steve and I discuss the Intermarket Relationships that help identify the next direction for US Interest Rates. These assets include Regional Bank Stocks, Utilities, Real Estate Investment Trusts, Copper, Gold and TIPS among others. Which way are Rates heading next? [Read more…]
What Are “The Junkies” Doing?
From the desk of Tom Bruni @BruniCharting
Tuesday’s Mystery Chart is one of my favorite charts right now, so thank you everyone for your feedback and participation.
I received a lot of answers, but most of you were buyers and the rest were split between doing nothing and selling.
With that as our backdrop, let’s get into it.
[Premium] REITs & Other Defensives
From the desk of Tom Bruni @BruniCharting
When going through my chartbooks this weekend one chart stood out to me, highlighting a theme we’ve been pointing out to our Institutional Clients that’s worth mentioning again.
[Premium] Monthly Conference Call Video Recording July 2019
This is the video recording of the July 2019 Conference Call.
[Chart(s) of The Week] An “Interest”-ing Divergence
From the desk of Tom Bruni @BruniCharting
JC beat me to writing about Interest Rates this morning, but while I came to the same conclusion I wanted to add some additional perspective that shared on Real Vision this past Monday.
While that segment was about Mid-Cap Industrial stock Herman Miller Inc., a big part of that thesis is that we’re seeing US Rates begin to stabilize.
The chart I want to share today is the Regional Banks/REITs ratio, which highlights an “Interest”-ing divergence between Equities and the Bond/Commodities markets.
Discussing Industrial Stocks On Real Vision
From the desk of Tom Bruni @BruniCharting
We’ve been talking about the rotation into Mid-Cap Industrials since April, but Monday I sat down with Jake Merl for Real Vision’s “Trade Ideas” show to discuss a long-term breakout in Herman Miller Inc. (MLHR).
Below is the video discussing my thesis for this trade. I hope you enjoy!
[Premium] India Q3 2019 Playbook (Part 1)
Today we’re updating our outlook for global markets and providing ideas to profit in the second half of 2019.
Part 1 of this playbook will provide our perspective on all four asset classes and update our views on the major themes within India that we’re paying attention to.
Part 2 of this playbook will consist of our top individual stock trade ideas.
Copper’s Next Move And Emerging Markets
We’ve all heard about “Dr. Copper’s” ability to gauge global economic growth. What is not discussed as much is that Copper is very highly correlated with Emerging Market stocks, not so much developed markets. With Copper right now setting up for a potentially outsized move, the implications of its direction will likely impact stocks throughout the emerging markets space. [Read more…]
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