For someone who uses Dow Theory every single day, it’s not something that I write about much. I may indirectly reference certain tenets all the time, but rarely do I write specifically about the 130 year old Dow Theory. I think I pretty much laid it all out earlier this year in my post: 5 Things Every Investor Should Know About Dow Theory. The simple minded choose to stick to the Dow Jones Transportation Average and Dow Jones Industrial Average either confirming each other or diverging from one another. And while this may in fact be a one of Charles Dow’s tenets (although they were Railroads back then, not the Transports we have today), it does not even make it into my top 5 most important tenets. [Read more…]
[Premium] The Best Way To Profit From What Happened Today!
I could not be happier to see this rally in stocks all over the world. The Transportation stocks in particular have been especially impressive (See here: Transports 8/24/16). But I want to point to some of the rotation we’ve started to see in other asset classes since last week. [Read more…]
Euro Engulfs The Prior 13 Trading Days!
One of the more interesting scenarios across the global market place is what is happening in the US Dollar, and the Euro component more specifically. Remember, the Euro represents a majority in the entire US Dollar Index. On Monday, the Euro engulfed the prior 13 trading sessions. This means that it made a new low, below the past few weeks trading, and then reversed to close at a new high, above any of the highs over the past few weeks. [Read more…]
[Chart Of The Week] Is This US Dollar Breakout The Real Thing?
I like to keep an open mind. The one thing I’m certain of is that I’m not certain of anything. So I weigh all of the evidence and then try to find the best risk vs reward opportunities based on the cards that we’ve been dealt. We can’t let our emotions impact our decision making, it has to be 100% dependent on the data at hand. Today, I think one of the more interesting situations is in the US Dollar Index. [Read more…]
[Premium] Weekly Open Letter About The Current Market Environment
In this week’s members-only letter we discuss the following topics:
- Why All The Hatred Towards Technology As They Hit 16-Year Highs?
- December Is Seasonally Bullish For US Stocks
- Sector Rotation Into Consumer Discretionaries
- Gold & Silver: The Opportunity Cost
- Deere Breaks Out To Lead The Ag Stocks Higher
- What Metal Is A Must Own Today?
- My List Of Transportation Stocks To Own Today
- Is It Time To Buy US Treasury Bonds?
- Which Emerging Market ETFs Do We Buy Into Year End?
[Premium] The Technology Sector’s Internal Strength
One of the characteristics of bull markets and strong uptrends is sector rotation. While Technology was the first to start leading the market higher in July, Financials and Transportation stocks have recently held the leadership duties. You can start to throw in Industrials the past few weeks into the leadership category as well. Meanwhile, some of the mega-cap names have held back Technology, at least temporarily, from continuing to make new highs. But when you look underneath the surface, I believe there is a much different story to tell. [Read more…]
[Premium] Monthly Conference Call Video Recording November 2016
Here is the video recording of the November 2016 Monthly Conference Call for Members Only
In the call we discuss:
- Major U.S. Indexes
- Best and Worst Sectors
- Crude Oil & Energy Stocks Long
- Which Tech Stocks To Buy
- Financials Hitting Our Upside Objectives
- Gold and Silver Keep Struggling
- US Rates Hit Our Upside Targets. Cover bond shorts
America The Beautiful
When we talk about asset allocation, similar questions often come up: More International stocks? More Emerging Markets? More US Investments? Where do we rotate as we head into next year? These are all common themes normally brought up in this type of conversation. So using only facts to help our decision making, let’s look at price and see what, if anything, it is pointing to.
This is a chart of the S&P500 ETF $SPY compared with the ACWI Ex-US Index ETF $ACWX: [Read more…]
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