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Alfonso’s Daily Note
Alfonso

US equities are trying to prove themselves after several weeks of selling pressure. Buyers are stepping in and repairing some of the recent damage.

When I think of the...

Alfonso’s Daily Note
Alfonso

Whether you look at Europe breaking out, Gold pushing toward $3,000, or China ripping higher, some of the best opportunities are now found outside the U.S.

This has been the case so far this...

Alfonso’s Daily Note
Alfonso

One of the most effective ways to increase our odds of success is by focusing on assets that are not only trending higher on absolute terms but also outperforming their alternatives. 

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Alfonso’s Daily Note
Alfonso

A simple moving average is a lagging indicator that technicians use to help with the trend recognition process. It smooths out the erratic day-to-day action and shows us the mean price over a stated period.

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Alfonso’s Daily Note
Alfonso

Last Friday, Steve asked me to send over the most bearish charts from my chartbook as a good exercise in playing devil’s advocate internally with the team.

Off the top of...

Alfonso’s Daily Note
Alfonso

When it comes to the US economy it is all about the consumer.

It's the best gauge of how things are going.

The Consumer...

Alfonso’s Daily Note
Alfonso