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...

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...

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...

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...

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...

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...

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...

From the desk of Steve Strazza @sstrazza and Louis Sykes @haumicharts

Over the last few months, there's been a distinct rotation into Financials and other...

From the desk of Steve Strazza @Sstrazza.

Welcome back to our “latest Under The Hood” column for the week ending February 19, 2021. As a reminder, this column will be published bi-weekly moving forward, and...

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...

From the desk of Steve Strazza @sstrazza and Louis Sykes @haumicharts

In a recent post discussing cyclicals, we posed the following question:

...

From the desk of Steve Strazza @sstrazza and Louis Sykes @haumicharts

Are we finally entering the long-awaited alt-season?

We're seeing incredibly healthy rotation within the Cryptocurrency space, which we can only...