This is the video recording of the January 2021 Conference Call.
[Premium] Q1 2021 Playbook
This is our ASC Research Q1 2021 Playbook.
The first section dives deep into the US Stock Market and Market breadth, then we discuss the International Markets and specific Factors around the world. Next we go into U.S. Sectors and the best looking Industry Groups. In the second half of the report, we dive into the FICC space (Fixed Income, Commodities & Currencies) and their Intermarket Relationships. Finally we finish up with Cryptos, Options and overall Market Sentiment.
You can skip right to the trade ideas here if you’d like, or give the full report a read!
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RPP Report: Review. Preview. Profit. (01-11-2021)
From the desk of 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.
The weight of the evidence continues to overwhelmingly lie in favor of the bulls.
The major indices are above important levels and are well on their way to achieving our targets. We’re seeing sector rotation into offensive, cyclical areas of the market, and away from defensive, which is all confirming these new highs.
Commodities are showing incredible strength in the face of extreme positioning, reflecting the control buyers have in these markets.
And interest rates have claimed an important level, supporting the rotation into risk assets.
Let’s jump right into this week’s report with our US index table. [Read more…]
Your Power to Revoke Distress
It’s a Bull Market you know…
Stocks Make New All-time Highs Relative To The Alternatives
When stocks are in strong uptrends, they don’t just do well on an absolute basis, but they also tend to outperform their alternatives. We talk about that a lot around here.
Today’s chart has to show the Gold Fund breaking down to new all-time lows relative to the Nasdaq, as well as U.S. Treasury Bonds making new all-time relative lows as Interest Rates keep spiking.
Here is that chart showing the Nasdaq breaking out to new highs relative its alternatives: [Read more…]
Bonds Are The Worst Asset On Earth
Is there anything out there not going up in price, I mean other than U.S. Treasury Bonds?
Stocks are making new highs. Precious metals are underperforming, as usual, but at least they’re trying to push up against new absolute highs.
Looks like the Bond bulls are just throwing in the towel: [Read more…]
RPP Report: Review. Preview. Profit. (01-04-2021)
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.
After several months of consolidation, the major indexes have set the foundation for another leg upward in line with their primary trends. We’ve been seeing many of them resolve higher in recent weeks.
We continue to see rotation into economically sensitive and cyclical assets – supporting our view that there is a strong appetite, not aversion, for risk.
And the FICC markets continue to confirm this bullish environment for stocks and risk assets. [Read more…]
RPP Report: Review. Preview. Profit. (12-25-2020)
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.
The major indexes continue to hold important levels and many large-cap sectors have laid the foundation for upside resolutions and another leg higher in their relative leadership.
SMIDs and Micro-Caps have had every chance to digest their recent gains, but we’re yet to see that play out. Seeing such strong upward momentum from these stocks speaks to the healthy risk appetite we continue to point out.
FICC markets are also assigning stocks with a clean bill of health and supporting/confirming a continuance of their primary uptrends.
[Read more…]
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