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Yesterday we saw the Nasdaq100 close at new all-time highs, on an equally-weighted basis!

I keep being told that market breadth is weakening, mostly from people who haven't even bothered to count. 

So let me ask you...

Is the...

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๐Ÿ“Š Daily ETF Overview 

Notice how green the top section of the thematics table has been.

The same themes continue to dominate; crypto stocks, speculative tech, gaming etc. China growth is also beginning to appear on this list...

ETF Power Rankings
๐Ÿ“Š Daily ETF Overview 

Again, we keep pointing to how many different sectors there are showing relative strength and inhabiting the top area of our sector power rankings.

This points to a wide set of sectors participating,...

ETF Power Rankings

The bid for Chinese equities has been relentless all year long.

Alibaba is up about 50% over the trailing month.

BYD Co is ...

The Strazza Letter
Strazza

Have you heard about these electric helicopter stocks?

Theyโ€™re being called the "Uber of the skies," racing to launch air taxis in major cities sooner than most people...

Alfonso's Daily Note
Alfonso

In todayโ€™s Daily Digest, weโ€™ll review the following:

  1. No new positions today.
  2. Rolling GLD to April options.
  3. No exits since the last report.
  4. Current status of open campaigns...
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The altcoin space just got obliterated.Traders have been liquidated en masse, and bullish positioning has been wiped clean. By definition, pessimism now outweighs optimism.But if you've been following along, you know I spent months neutral on crypto....

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When it comes to inflation expectations, the Treasury Inflation-Protected Securities vs the US Treasury Bonds ratio is one of the best ways to measure it.

When investors...

Alfonso's Daily Note
Alfonso

All the Euro STOXX Indexes are at new all-time highs.

The DAX is at new all-time highs.

Germany is about to break out of a massive base in USD terms.

Spain and Greece are completing multi-...

The Strazza Letter
Strazza

I've consulted with the consultants, who agree that we should buy 52-week highs that would put us in spitting distance of all-time highs.

And so I shall do just that.

Today's name has somewhat elevated implied volatility, and it's a high-...

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