This is the video recording and slides from the All Star Options Monthly Conference Call: December 3, 2020.

This is the video recording of our December 3rd, 2020, Monthly Charts Live Strategy Session.

Here is the video in full:

In today’s analysis, we’re looking at Media. It’s been one of the subdued sectors in the market and we’ve been observing this space for any signal of revival in momentum.

Let's get into what's happening and how we're approaching it.

Some divergences remain at the index level, but with the Tech-heavy Nasdaq 100 breaking out to new highs...the question is will we see the same rotation back into Technology stocks globally?

In this post, we're taking a look and identifying the best reward/risk in the sector right now.

From the desk of Steve Strazza @Sstrazza

Welcome to the 2 to 100 Club.

Something we’ve been working on internally this year is using various bottoms-up tools and scans to complement our top-down approach. One way we’re doing this is by identifying stocks as they climb the market-cap ladder from small, to mid, to large, and ultimately to mega-cap status (over $200B).

Once they graduate from small-cap to mid-cap status (over $2B) they come on our radar. Likewise, when they surpass the roughly $30B mark, they roll off our list.

But the scan doesn’t just end there. We only want to look at the strongest growth industries in the market as that is typically where these potential 50-baggers come from.

Some of the best performers in recent decades – stocks like Priceline, Amazon, Netflix, and Salesforce, to a myriad of others… all would have been on this list at some point during their journey to becoming the market behemoths they are today.

When you look at the stocks in our table you will notice we are only...

The latest Under the Hood report is out, and as always, plenty of great ideas for me to sink my teeth into.

This week's report revealed a software name emerging from a pretty impressive base which has some pretty significant upside targets in it's sights.

This week on Happy Hour w/ Traders, I sit down with venture capitalist Howard Lindzon. He's a Tech investor, or that's what it feels like from my perspective. So my question was how he invests when money is rotating out of large-cap tech and into other areas?

This sparked an interesting conversation about using today's tools to generate new ideas, even if they're out of your wheelhouse. We have a massive community and new tools at our disposal that investors before us never had. Let's be grateful, and let's take advantage!

Here's the video in full:

Last week we suggested that the major indices could be due for a pause after a massive run in November.

So far we've seen the large-cap indices churn sideways, but the mid and small-cap indices pushed to new recovery highs.

Today those mixed signals continue. Not just in India, but around the globe.

Let's take a look at what we're seeing and how we're approaching it.

This is the video recording of our December 1, 2020 Monthly Charts Live Strategy Session

Today a conversation came up about whether Gold is an "investment" but Bitcoin is just "Speculation".

Come on...

Let's be serious. One is a useless rock and the other is an almost useless currency. Both of these are speculations. Both of these can be considered "investments". But the only reason to buy either of these is because you think someone else will pay you more for it in the future.

If you don't think a greater fool will pay you more down the road, there's no reason to own either of them.

On another note, the behavior we're seeing in both of these is eerily similar. Keep in mind, since earlier this year we were bullish on both of them, betting that Bitcoin and Gold would trade much higher. Our targets? The former all-time highs: Gold's 2011 peak and Bitcoin's 2017 peak.

Mission accomplished. Great trades! Since then, they're someone else's problem.

Look at both of these and tell me they're not behaving exactly the same. Granted, on different time horizons, but as they say, "The markets are fractal", meaning that you'll see the same behavior patterns across timeframes.

We've got another new set of Monthly Candlesticks and we're sharing a few of the best ones ahead of our Members-Only Monthly Strategy Session on Thursday.

Let's take a look at what the longer-term trends are saying.

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 relative strength trends at play and preview some of the things we’re watching in order to profit in the weeks and months ahead.

Last week, we outlined how the market is in a very healthy state of order.

Nothing has changed from that message. We continue to see strong demand for risk assets and healthy rotation down the market-cap scale.

Additionally, market internals and breadth continue to improve beneath the surface, supporting the recent leg higher for stocks, both domestically and abroad.

Many Growth-oriented groups that have underperformed recently closed at fresh highs this past week, suggesting these are areas we want to continue to lean on to express our bullish thesis.

Let's jump right into the report starting at the US index table.