Skip to main content

Displaying 3481 - 3504 of 4674

From the desk of Willie Delwiche.

Key takeaway: Sentiment shifts last week seemed more reflective of weakness in the headliners than the new weekly closing highs in the equal-weight S&P 500. This is a...

ASC
willie
plus
sentiment
Sentiment Report

From the desk of Steve Strazza @sstrazza

At the beginning of each week, we publish performance tables for a variety of different asset classes and categories along with commentary on each.

Looking at the past helps put the...

All Star Charts Premium
Premium
Stocks
Currencies
Commodities
Interest Rates
Intermarktet Analysis
bonds
ASC
breadth
Global
Strazza
Performance Recap
Louis
Dividends
RPP
Members Only

So here's the question, with the inevitable mean reversion for growth and tech, will you take that opportunity to lighten up on any growth & tech you have left to buy more value?

...
ASC

From the desk of Steve Strazza @Sstrazza

Dividend aristocrats are easily some of the most desirable investments on Wall Street. These are the names that have increased dividends for at least 25 years, providing steadily increasing...

All Star Charts Premium
Premium
Stocks
ASC
Strazza
Dividends
Young Aristocrats
Members Only

From the desk of Steve Strazza @Sstrazza.

Welcome back to our “latest Under The Hood” column for the week ending March 5, 2021. As a reminder, this column will be published bi-weekly moving forward, and...

All Star Charts Premium
Premium
Stocks
ASC
Strazza
Under The Hood
Members Only

The Canadian economy is dominated by Financials and has a diverse and abundant exposure to natural resources. Despite the close proximity, the composition of the country's stock market couldn't be more different from that of the US.

They have...

All Star Charts Premium
Premium
Stocks
Canada
ASC
Global
Strazza
Members Only

You see, just because you and your crazy friends have way too much U.S. Large-cap Growth exposure, doesn't mean the stock market is in a correction.

Stocks can do very well...

Stocks
ASC

There's nothing like a good bubble popping to throw a wrench in everyone's plans.

The passive investor bubble popped. ...

Intermarktet Analysis
ASC

From the desk of Steve Strazza @Sstrazza and Ian Culley @IanCulley

When reviewing our chartbook this week, one major theme that stood out is the relentless bid we continue to see in Crude Oil.

Most risk-on commodities have...

All Star Charts Premium
Premium
Commodities
ASC
Strazza
Ian
Commodities Weekly
Members Only

This morning I popped on to Yahoo Finance to chat with Jared Blikre about this rotation out of Growth stocks and into Value. It's going to be hard for people to wrap their heads around buying old dirty energy companies and the banks that they hate so...

ASC
Video

From the desk of Steve Strazza @Sstrazza and Ian Culley @IanCulley.

The US Dollar is one of the most important pieces of the intermarket puzzle.

It affects all the major asset classes, and a rising dollar could impact the...

All
Currencies
Intermarktet Analysis
ASC
Strazza
Ian

From the desk of Steve Strazza @sstrazza

Check out our latest Mystery Chart!

What we do here is take a chart that's captured our attention, and remove the x and y-axes as well as any other labels that could help identify it...

Mystery Charts
ASC
Strazza

This month, I'm going to start presenting these monthly reviews in a different way. I think what would be far more useful to all of you would be a review of all trades we exited in the previous month, as well as updates on any positions approaching...

Options
ASC

From the desk of Willie Delwiche.

Key takeaway: Another bout of late-month market volatility produced quickly frayed nerves. The VIX spiked and put/call ratios moved away from excessive complacency. Our tactical...

ASC
willie
plus
sentiment
Sentiment Report

From the desk of Steve Strazza @Sstrazza and Ian Culley @IanCulley

We think it's time to buy Gold Miners again, specifically the VanEck Vectors Gold Miners ETF $GDX.

The yellow metal has not been a great place to deploy...

Stocks
Commodities
ASC
Gold
Strazza
Ian

From the desk of Steve Strazza @sstrazza

We've enjoyed a ton of success with our bottoms-up scans and the columns they've inspired over the past year.

We've already launched four columns around them since last summer, and we...

All Star Charts Premium
Premium
Stocks
ASC
Strazza
Fade The Street
Members Only

From the desk of Steve Strazza @Sstrazza

In a further effort to identify individual equities that fit within our larger Macro thesis, we recently rolled out our latest bottoms-up scan: "The Minor Leaguers."

We write a post...

All Star Charts Premium
Premium
Stocks
ASC
Strazza
Minor Leaguers
Members Only