This is the video recording of the July 8th Town Hall Meeting w/ Willie Delwiche & JC Parets
07/08/21 2PM ET [Read more…]
Expert technical analysis of financial markets by JC Parets
by Peter
This is the video recording of the July 8th Town Hall Meeting w/ Willie Delwiche & JC Parets
07/08/21 2PM ET [Read more…]
by Peter
From the desk of Willie Delwiche.
You guys need to come see this…
That’s what an excited neighbor told us after randomly knocking on our front door earlier this week.
We followed her out to our yard by the sidewalk to find a trio of scientists readying to catch and study a pair of Cooper’s Hawks that have been nesting in a tree across the street. They constructed a trap with a net stretched between a couple of poles and a distress call playing over a loudspeaker.
First, the female swooped in, followed by the male. The hawks were quickly entangled in the net and the scientists began to band and measure them.
by Peter
From the desk of Willie Delwiche.
Key takeaway: Record highs in equity indexes buoy investor sentiment that has remained optimistic without a significant challenge over the past year. Bulls ticked higher across our sentiment indicators last week, yet we still see evidence that risk appetite is turning (NAAIM Exposure Index, NASDAQ trading volume, overall levels of options activity). These new highs and levels of optimism must contend with the undercurrents of lackluster breadth measures and an absence of pessimism. Risks lie just beneath the surface. This raises the possibility of a more complete sentiment unwind when risks are realized and prices begin to falter.
One of the best ways to measure actual sentiment is to watch what investors are doing with their money. Through the first six months of the year, equity ETF inflows totaled nearly $350 billion, with inflows to bond ETFs falling shy of $100 billion. Commodity ETFs have seen outflows on a YTD basis.
by Peter
This is the video recording of the July Options Conference Call with Sean McLaughlin & JC Parets.
by Peter
by Peter
This is the video recording of our July 3rd, 2021 All Star Charts Crypto Weekly Strategy Session.
by Peter
From the desk of Willie Delwiche.
The S&P 500 finished June at its highest level ever. For the first time since August 2020, however, this was a new monthly high that was not confirmed by the equal-weight version of the index. Moreover, it was the first time since Sep 2018 that the equal-weight version of the index was actually down (ever so slightly) for a month in which the S&P 500 made a new high. This is evidence of a market that has lost some of the harmonies that helped sustain strength in recent months.
by Peter
This is the video recording of the July 1st Town Hall Meeting w/ Willie Delwiche
07/01/21 2PM ET [Read more…]