This week I had a fun chat with Manish Khatta over at Potomac Funds.
He asked me a fun question, that if I could only take one chart with me, what would it be?
What do you think I said?
Give it a watch and see for yourself: [Read more…]
Young Aristocrats: Special Edition (04-24-2021)
From the desk of Steve Strazza @Sstrazza
As many of you know, we run A LOT of scans here at All Star Charts. In fact, I gave a presentation about them this past weekend at Chart Summit which you can rewatch here.
In this post, we’re going to share a free trade idea from our Young Aristocrats list which is one of my absolute favorites of all the various bottoms-up scans I regularly run.
The rationale behind the list and corresponding monthly column is to catch strong stocks when they are still in the early stages of their dividend growth phase* in hopes that by doing so, we’ll be buying some of the future Dividend Aristocrats…
Commodities Weekly (04-23-2021)
From the desk of Steven Strazza @Sstrazza and Ian Culley @Ianculley
Pockets of strength are once again emerging within the Commodity space.
We pointed out that both the CRB Index and the ASC EW33 Commodity Index were breaking above key resistance levels, pointing to a burgeoning upside move last week.
That upside move has now materialized!
We saw Industrial Metals — including Copper, Steel, and Aluminum — continue to follow-through as they grind higher.
But this week’s biggest moves came from the Agricultural Commodities.
[PLUS] Weekly Observations & One Chart for the Weekend
From the desk of Willie Delwiche.
This week marked the anniversary of Oil busting the theory that there is firm support at $0. Oil is currently trading around $62/bbl, which puts its $100 higher than where it closed on April 20, 2020 (-$38/bbl). Our custom equal-weight commodity index (which is 15% energy and 24% industrials metals, versus 39% & 13%, respectively, in the CRB index) continues to power higher, eclipsing not only its early 2021 peak but the 2012-2014 peaks as well. While Lumber gets a lot of headlines for making new highs – strength in commodities is much broader than that. While this may lead to some concern about rising inflationary pressures, it also says positive things about global growth and the prospects for global equities. You don’t need to be a commodity trader to appreciate & benefit from the current strength in commodities.
[Options Premium] The OTHER Computer Maker
Believe it or not, it’s not just Apple that makes desktop and laptop computers. I know, some of the newer generations of consumers may be shocked to learn this.
But way back in the Before Times, there was another computer maker that dominated the consumer space and invented novel ways to deliver them to consumers.
These days, they are a long way from the mass market dominance they once enjoyed, but investors in the stock are enjoying the fruits of a resurgence.
Breadth Thrusts & Bread Crusts: How I “Discovered” Momentum
From the desk of Willie Delwiche.
I recently came across a conversation about momentum…
I was excited when I first saw it — but disappointed when it didn’t actually go anywhere.
Okay that’s a joke. But I did see a momentum discussion. This time, it went somewhere. It even got me thinking about my own experience with momentum when it comes to making investment decisions.
Here’s the story:
Someone on Twitter asked whether momentum investing had a godfather of sorts, an established voice that lends an air of respectability to a discipline. Think about Warren Buffett (and before him, Graham & Dodd) with respect to value investing. There were interesting comments in the thread that followed the initial post and I saw more than a few references to Cliff Asness and the work he has done at AQR. While acknowledging the work he has done with respect to momentum as a strategy, Asness himself referenced several academics who have written on the subject over the past few decades.
5 Key Takeaways From the April Conference Call
From the desk of Steve Strazza @Sstrazza and Ian Culley @IanCulley
We recently held April’s Monthly Conference Call, which our Premium Members can access and rewatch here.
In this post, we’ll summarize the call by highlighting 5 of the most important charts/topics we covered, along with commentary on each.
Let’s dive into it.
Clues From Credit Markets
From the desk of Steve Strazza @Sstrazza and Grant Hawkridge @GrantHawkridge
The credit market is overflowing with information.
We haven’t discussed it too much lately… but that doesn’t mean we aren’t paying close attention.
It would be foolish to overlook it. After all, they call Bond traders the “smart money” for a reason… Right?
We’ve recently discussed the theme and likely implications of how so many major stock market indexes – in both the US and abroad, are hitting very logical levels of overhead supply right now.
We think it’s no coincidence that all of this is occurring at the same time. And you’ll never guess what else…
We’re also seeing this very same behavior from some of the most important Bond Market ratios we track, as many are currently running into crucial inflection points.
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