This is the video recording of the September 2022 Mid-month Conference Call.
We discussed:
- What's the Bear Case?
- One of worst starts to year for 60/40 portfolio in history
- The impact of the US Dollar on Stocks
- No lows list peaked 3 months ago
- Best time to buy stocks in the 4 year cycle
- Bearish sentiment persists
- ARKK and Biotech stopped falling in May
- S&P500 stuck below resistance 4100-4200
- European Banks show relative strength
- Midstream Stocks Breaking out - the full list
- Corn, Soybeans and Wheat with huge bases
- Silver bullish divergence vs Gold
- Other Emerging Markets outpacing China
- Small-cap Industrials stocks that are breaking out
- 1-yr yield highest roc in 40 years
- The Flippening Is Real
- List of best trade ideas
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