This is the video recording of the October 2022 Mid-month Conference Call.
We discussed:
- The DJ Industrial Avg at the Pre-Covid Highs
- Fewer Stocks are making New Lows
- Small-caps, Mid-caps & Micro-caps diverging positively
- Sentiment is at a historic bearish extreme
- Credit Spreads tightening the past 4 months
- Negative Correlation Between US Dollar & Stocks intact
- Consumer Discretionary outpacing Staples
- Sector Level trends are improving
- Energy making new 52-week highs relative to Stocks
- Shorting these REITs and Software Stocks
- Industrials & Regional Banks making new 52wk relative highs
- More Bullish Options Activity in Occidental Petroleum
- Coal Stocks Setting Up For Breakouts
- Industrial Stocks ready to bounce
- Financials holding Support
- Copper/Gold ratio not confirming new highs in Yields
- 5 & 10/yr Breakevens peaked quarters ago
- Emerging Markets down near critical levels
- Seasonally the best time to buy stocks
- List of my favorite stocks to buy
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