This is the video recording of the August 2022 Mid-month Conference Call.
We discussed:
- Seasonally, this is the time to buy stocks
- S&P500 above key support
- More new highs than new lows for the first time in 2022
- Is Year 3 about to get started? What do other Year 3s look like?
- Average NYSE stock is up 33%, average Nasdaq stock is up 42%
- Financials Bounce Off Pre-GFC highs
- Russell2000 & Nasdaq100 above AVWAP off Covid lows
- Gold & Silver Miners down near multi-year relative lows
- A little Dollar weakness sparked a huge risk-on rally
- New multi-month highs for Discretionary vs Staples
- Apple highest S&P500 weighting of any stock ever
- Free ride in Facebook through the end of the year
- Healthcare plans setting up: $UNH $HUM $CNC $CI
- Breadth Expansion in Industrials
- Indian Banks are the leaders in Banking
- Energy stocks below overhead supply - work to do
- Which coal stocks are we buying
- Lithium continues to act strong, in US and outside US
- Defensive Sectors rolling over relative to other stocks
- Ethereum outperforming Bitcoin by a lot
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