This is the video recording of the February 2024 Mid-month Conference Call.
Equally-weighted Indexes Back to 2021 Highs
The Good, The Bad & The Ugly (2024)
The Good
US Dollar Hits New 3-Month Highs, Zloty Falls to New Lows
Rug Pull Season > Football Season
February Strategy Session: 3 Key Takeaways
From the Desk of Steve Strazza @Sstrazza
We held our February Monthly Strategy Session last week. ASC Premium Members can click here to watch the replay and download the chartbook.
Non-members can get a quick recap of the call simply by reading this post each month.
By focusing on long-term, monthly charts, the idea is to take a step back and put things into the context of their structural trends.
This is easily one of our most valuable exercises as it forces us to put aside the day-to-day noise and simply examine markets from a “big-picture” point of view.
With that as our backdrop, let’s dive right in and discuss three of the most important charts and/or themes from this month’s call.
Why Are You Here?
Offense Versus Defense
From the Desk of Alfonso Depablos @Alfcharts
As we exit the best three-month period for the stock market, we’re looking to our risk appetite indicators to help us determine the next directional move.
The charts below are all excellent tools for helping identify what kind of environment we are in.
During bull markets, investors embrace risk. In bear markets, they reduce their risk.
Understanding and analyzing the balance between defensive and offensive assets helps keep us on the right side of the trend.
Let’s get into it:
- « Previous Page
- 1
- …
- 5
- 6
- 7
- 8
- 9
- …
- 78
- Next Page »