It's not a secret that Chinese Tech stocks have been breaking out all over the place to new all-time highs. We've been on this for a while. I remember specifically in the depths of the market crash in March last year, Chinese Technology was actually breaking out to new multi-year highs relative to the S&P500. This was happening during the worst part of the crash!

I remember thinking, "What the heck???"

And so they've been ripping ever since. But the market had already tipped its hand.

The difference today is that we're now seeing signs of structural outperformance. It's now Chinese Technology leading the way here bigger picture, no longer U.S. Tech.

Here's the Chinese Tech Index Fund $CQQQ breaking out of a mulit-month base to new...

From the desk of Steve Strazza @sstrazza and Louis Sykes @haumicharts

At the beginning of each week, we publish performance tables for a variety of different asset classes and categories along with commentary on each.

Looking at the past helps put the future into context. In this post, we review the absolute and relative trends at play and preview some of the things we’re watching in order to profit in the weeks and months ahead.

As we mentioned last week, the weight of the evidence overwhelmingly lies in favor of the bulls.

We're seeing rotation supporting this move higher in equities; a sustained bid for SMIDs and Micro-Caps while Large-Cap indexes slowly work higher is all very constructive for the early innings of bull markets.

This environment is also providing bulls with an increasingly wide selection of areas to allocate capital - from Industrials, Technology, and Cylicals, and now Financials.

From the desk of Steve Strazza @Sstrazza

In a further effort to identify individual equities that fit within our larger more Macro thesis, we couldn't be happier to roll out and share our latest bottoms-up scan: "The Minor Leaguers."

We'll also be writing a post every other week where we outline some of our favorite setups from the watchlist. This is the first edition.

Moving forward, we'll be rotating this column with "Under The Hood" each week.

In order to make it onto our Minor League list, you must have a market cap between $1 and $2B. There are also price and liquidity filters.

Then, we simply sort the stocks by their percentage from new highs. Easy.

And what better time than now to launch a small-cap focused column!? We've seen very strong evidence of a structural rotation down the market cap scale, suggesting a new period of outperformance from small-caps in recent months/quarters.

This should be a great way to take advantage of that trend. Let's dive right in!

Here...

This week we're looking at long setups in Realty and Financial Services sectors. 

We retired our "Five Bull Market Barometers" in mid-July to make room for a new weekly post that's focused on the three most important charts for the week ahead.

This is that post, so let's jump into this week's edition.

Are you looking for trends in this market?

We are.

Here's one that stands out: U.S. Real Estate is making new All-Time Lows relative to the U.S. Stock Market:

I've been waiting for Europe to break out since I was in high school. That was over 20 years ago. And people have the audacity to tell me that stocks are in a bubble.

Are you kidding me?

This one comes up a lot. "JC, what has you concerned?".

This morning I was on the Alpha Trader Podcast with Aaron Task, former Digital Editor of Fortune and Editor-in-Chief of Yahoo! Finance. It was fun. I'll post the link when it's up next week.

But that's what he asked. What has me concerned?

And what's interesting is that nothing really "concerns" me. Because I don't really care. I'm too old for that shit. I can't worry about the economic and social implications of the market going up or down.

Stocks can get cut in half from here. Or they could double. I'm good either way. Bitcoin can go to zero. Not my problem. Gold can go to $100,000, or $100. Doesn't matter to me.

So I'm not "concerned" about anything. I just take it how it comes, when it comes. As investors, we have no choice. Well, as open-minded investors, anyway....

While scanning the latest All Star Charts Quarterly Playbook, one stock the team highlighted gave me a buzz of excitement. A household name found on seemingly every corner in America is breaking out and giving us a brief pullback to get in.

These are the registration details for our live monthly conference call for Premium Members of All Star Charts.

This month’s Conference Call will be held on Tuesday January 19th at 6PM ET. As always, if you cannot make the call live, the video and slides will be archived and published here along with every other live call since 2015.

Here are the details for Monday:

From the desk of Steve Strazza @Sstrazza

Consider this a special follow-up edition to our most recent 2-to-100 column, published earlier this week.

We update our 2-to-100 club universe every quarter as stocks will come on and off of the list as their market cap fluctuates above and below our criteria of about 2 to 30B.

There are also newly public stocks that need to be added and changes based on our technical criteria, among other things.

A lot of stocks grew above the $30B mark this year and unfortunately left the 2-to-100 club. On the other hand, there weren't too many that left due to falling below $2B.

This makes sense as all the stocks in the club are from tech/growth industries, many of which performed incredibly well in 2020.

There was also a good deal of new additions from IPOs which is also no surprise as most of the new issuances these days are tech companies.

The last thing I noticed - which is what this post...

The Telecom Giants have seen a good move this week. Let's take a look at these stocks to see if there are any interesting trade ideas here.