It's not a secret around here that Energy stocks have been doing well.

No one here cares that some investors got caught holding the bag in those growthy tech stocks, and...

After a very strong 4th quarter for stocks, it looks like 2023 is getting started right where they left off.

But this time, it's the Nasdaq that's leading the way.

It's the weekly commodity edition of What the FICC?

Every day we have the choice to either follow the news or follow trends. I choose the latter...

Check it out!

A funny thing happened last summer.

Financials as a sector successfully retested the highs in price from just before the start of the Great Financial Crisis.

It's the weekly bond edition of What the FICC?

The relative strength of Emerging Market bonds shores up the ongoing bottoming process for risk assets.

Check it out!

I got a lot of feedback on my last letter where I suggested active traders need to stop trading Covered Call spreads for tactical trades and instead do a simple Naked Puts trade.

Thank you to everyone who engaged.

Anyway, here’s one...

Forget cryptocurrencies. Look at these crypto stocks!

Seriously, some of these moves have been nuts.

We took a small long in MicroStrategy $MSTR at the lows, and it hit our 50...

The underperformance out of U.S. Large-cap Growth indexes continues.

It's not the stock market's fault that the S&P500 has way too much exposure to large-cap growth....

It's the weekly currency edition of What the FICC?

The US dollar index $DXY registered a "death cross" last week, confirming a bearish trend reversal.

But it's not the confirmation of the dollar downtrend that has my attention. It's...

I'm about to show you what a healthy chart off the bear market lows looks like. One of the beautiful things about this chart is it's not heavily reliant on any one company.

This is a sector ETF for a corner of the stock market we believe...

This is a question I've been getting a lot.

"JC, how could you say we're already in the 8th Month of a new bull market???"

Look, I get it.

Maybe you have some long-term holdings showing significant gains that you don’t want to pay taxes on. But you want to squeeze some additional income out of these positions because either you’re greedy (fine) or you want to...