Key takeaway: Evidence of excessive optimism abounds. Recent articles in the Wall Street Journal provide anecdotes for the data: Conservative German savers are increasing...
Welcomeback to our latest "Under The Hood” column for the week ended April 30, 2021. This column is published bi-weekly and rotated on-and-off with our ...
This week on the podcast I sit down with Meb Faber, Co-Founder, CEO and CIO of Cambia Investments. In addition to his "Day job", as he puts it, Meb has authored 5 investment books...
Once again this month, I’m going to share info on positions that were closed or managed in the month of April. As a reminder, our exit plans are always laid out ahead of time in each trade idea we publish. In every case, the exits mentioned below were...
Something we’ve been working on internally this year is using various bottoms-up tools and scans to complement our top-down approach. One way we’re doing...
The ASC team has been writing a lot recently about how markets are looking a bit "messy" right now. This isn't a bullish or bearish declaration, it's just an indication that many of the recent moves we've seen are likely to hit into some consolidation...
Key takeaway: Optimism remains widespread from a cyclical perspective but history shows that it can (and in the past, has) remain elevated for extended periods of time....
On this week's episode of Bearish or Bullish, we talk about Year 2 of Bull Market cycles for stocks. Is this one those? Like 1976, like 1983, like 2004, like 2010?
What about Ethereum continuing to hold its breakout? Why is Ether doing so much...
The messy market for stocks continues. Sure, a few stock indexes in the United States have made new highs, but how many stocks in those indexes are doing that?