From the desk of Willie Delwiche.

Key takeaway:  There are signs of bears beginning to stir. Pessimism on the II and AAII surveys has reached its highest level since Q1 and put/call ratios show investors turning to the...

At this point, the data has spoken.

If you're not long Crypto Currencies in one capacity or another, you're essentially short the space.

There is that much alpha being left on the table if you're not involved.

We can get into...

The team had our weekly internal strategy session this morning where we go over things we're seeing in the markets. What's moving? What's not? Where is there hidden risk? What's the market missing or not pricing in?

One of the things I brought...

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

Last night we held our August Monthly Conference Call, which Premium Members...

From the desk of Willie Delwiche.

Key Takeaways:

• Inflation narratives, not inflation itself, proving to be transitory 
• Economic...

Some stocks are going up in value.

Most stocks are not.

If there's been one theme that we keep seeing for most of the year, it's...

Key Takeaway: Positive earnings surprises and upward revisions have been setting records. Expectations are now elevated, and economic data is falling short. Macro...

From the desk of Steve Strazza @Sstrazza

Our Top 10 report was just published. In this weekly note, we highlight 10 of the most important charts or themes we're currently seeing in asset classes around the world.

From the desk of Steve Strazza @Sstrazza

Check out this week's Momentum Report, our weekly summation of all the major indexes at a Macro, International, Sector, and Industry Group level.

By analyzing...

This week we're looking at a long idea in the IT space.

Let's take a look at this name.