If you want to know what's moving markets this week, and how we're thinking about profiting from it, then the Morning Show is for you!
Today's guest is fellow twin-boy dad Todd Gordon, Portfolio Manager at Inside Edge Capital. Todd is an old pal, veteran trader and world class skier. You're not going to want to miss this conversation!
This is the current headwind for equities around the globe, not just in the United States.
I will say that I'm impressed with how well stocks and other risk assets have done despite the absolute ripper in the Dollar since last quarter.
But there's only so much the stock market can withstand.
Here's the U.S. Dollar Index breaking out to the highest levels since 2022.
Over the weekend, we went over all of the sector rotation and bullish characteristics that you regularly see during bull markets. And we're currently seeing many of these.
The headwind, however, that is the U.S. Dollar remains in place. I still believe that it's going to take a Dollar rollover, for the next leg in this bull market to get going.
Sector rotation is the lifeblood of a bull market. We've seen it this whole time.
Can they step in and rotate them once again to get this party started?
I think the Dollar will need to take a break.
Click here to join ASC Premium and catch up on last week's LIVE Conference Call for the next steps on what we're doing, on both a shorter-term and longer-term time horizon.
Quarterly reports or analyst predictions don’t drive the biggest moves in consumer stocks — it’s the people, the humans, who shape the trends.
That’s where Jeff Macke’s strategy stands out.
Jeff digs deep into consumer behavior, uncovering the subtle shifts that drive big moves in the market. He knows which companies are winning the loyalty of shoppers and which ones are falling behind. In other words, he understands the heartbeat of the American consumer.
And right now, the retail sector is full of opportunities. But you need to know where to look.
