It's not a new chart - in fact it makes the rounds on a fairly regular basis.
The iteration I saw this week showed the relationship between global money supply, stocks and high yield bonds over the past five years. The trend for all three was...
Last Friday I sat down with Aaron Task of Seeking Alpha for a fun chat about today's market environment. Aaron and I have known each other for years from his days as the Digital Editor of Fortune as well as Editor-in-Chief of Yahoo! Finance. We also...
In a further effort to identify individual equities that fit within our larger more Macro thesis, we couldn't be happier to roll out and share our latest bottoms-up scan: "The Minor Leaguers...
I've been waiting for Europe to break out since I was in high school. That was over 20 years ago. And people have the audacity to tell me that stocks are in a bubble.
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...
Welcomeback to our “latest Under The Hood” column for the week ending January 8, 2021. As a reminder, this column will be published bi-weekly moving forward, and...
The first section dives deep into the US Stock Market and Market breadth, then we discuss the International Markets and specific Factors around the world. Next we go into U.S. Sectors and the best...
If you are distressed by anything external, the pain is not due to the thing itself, but to your estimate of it; and this you have the power to revoke at any moment.”
This week on the podcast, I'm thrilled to have Jeff Weiss, CMT join me for a really fun chat. If you know Jeff, you already know that he's quite the character. The stories he has from his early days in the 1960s and 70s are awesome. Have you...
When stocks are in strong uptrends, they don't just do well on an absolute basis, but they also tend to outperform their alternatives. We talk about that a lot around here.
Today's chart has to show the Gold Fund breaking down to new all-time...