As we head into the second half of the calendar year 2020, we start from scratch with our Q2 playbook and outline our thoughts on every asset class and our plan to profit in the quarter ahead.

Part 1 of this playbook will cover our macro view, touching on Equities, Commodities, Currencies, and Rates.

Part 2 of this playbook will delve deeper into Indian Equities, going sector by sector to identify the trends that matter.

Part 3 of this playbook will outline the individual stocks we want to be selling within the context of today's environment.

Part 4 of this playbook will outline the individual stocks we want to be buying within the context of today's environment.

I'm really enjoying these virtual Happy Hours I've been doing with my friends. You guys seem to enjoy them so I'm happy to keep recording these chats. I'm having the conversations anyway right?

Stay tuned, I have some fun videos coming up with Bart in San Diego and another one with Joe Fahmy & Brian Shannon.

You can catch up on Happy Hours w/ Traders here.

The fine gentlemen at All Star Charts have released with latest Quarterly Playbook with themes to be aware of for the next three months, as well as trade ideas within sectors and individual stocks that are setting up. Head over here for a deep dive and great read.

One idea that stood out to me is an e-commerce company focused on pet supplies and medications. No.... not pets.com. LOL

Did you think it would be a historic stock market crash and a devastating global pandemic that would finally spark the rotation into emerging market stocks?

Yea me neither.

But here we are. 6 weeks of outperformance by Emerging Markets. Is this just another blip in the long-term downtrend for EM, particularly relative to US Equities?

We discussed this all in our NEW Q3 Playbook that was just published over the weekend.

Here's some perspective on the whole thing:

In early May we outlined the "Five Bull Market Barometers" we're watching to identify the beginning of a new bull market in stocks.

If you haven't read our initial post linked above, we'd encourage you to check it out so you understand what the rationale behind these five indicators is.

Now, let's see where these indicators ended the week.

This is our ASC Research Q3 Playbook.

The first section dives deep into the US Stock Market, and the second half covers International Stock Markets and FICC (Fixed Income, Commodities & Currencies).

You can skip right to the trade ideas here if you'd like, or give the full report a read!

As we head into the second half of the calendar year 2020, we start from scratch with our Q2 playbook and outline our thoughts on every asset class and our plan to profit in the quarter ahead.

Part 1 of this playbook will cover our macro view, touching on Equities, Commodities, Currencies, and Rates.

Part 2 of this playbook will delve deeper into Indian Equities, going sector by sector to identify the trends that matter.

Part 3 of this playbook will outline the individual stocks we want to be selling within the context of today's environment.

Part 4 of this playbook will outline the individual stocks we want to be buying within the context of today's environment.

From the desk of Steve Strazza @Sstrazza

Responses to this week's Mystery Chart were mixed. Some were betting on a breakout and buying while others wanted to fade this against the prior highs.

Others were waiting for more information, which is likely what we'd be doing. Thanks to everyone for participating.

But this chart is already packed with information. Let's dive in and talk about what it is.

As we head into the second half of the calendar year 2020, we start from scratch with our Q2 playbook and outline our thoughts on every asset class and our plan to profit in the quarter ahead.

Part 1 of this playbook will cover our macro view, touching on Equities, Commodities, Currencies, and Rates.

Part 2 of this playbook will delve deeper into Indian Equities, going sector by sector to identify the trends that matter.

Part 3 of this playbook will outline the individual stocks we want to be selling within the context of today's environment.

Part 4 of this playbook will outline the individual stocks we want to be buying within the context of today's environment.

As we head into the second half of the calendar year 2020, we start from scratch with our Q2 playbook and outline our thoughts on every asset class and our plan to profit in the quarter ahead.

Part 1 of this playbook will cover our macro view, touching on Equities, Commodities, Currencies, and Rates.

Part 2 of this playbook will delve deeper into Indian Equities, going sector by sector to identify the trends that matter.

Part 3 of this playbook will outline the individual stocks we want to be selling within the context of today's environment.

Part 4 of this playbook will outline the individual stocks we want to be buying within the context of today's environment.

Over the past month I've shared a few happy hour videos with some of my friends. You can find the video with Kimmy & Fahmy here, and my happy hour with Russo & Thrasher here.

Today I sit down with Venture Capitalist and active trader Howard Lindzon. We talked about his favorite stocks, what he's buying now and why. He's very open to discuss what's in his portfolio and is never shy about telling you what he thinks! We discuss $MELI $SFIX $SQ $BABA and $PAGS.

Conversations with Howard are always fun and I learn something every time. I hope you enjoy!

Quick update on our NKLA trade that we entered on Wednesday.