This is the video recording of our August 2nd Monthly Charts Live Strategy Session
Do You Own Enough Energy?
The fact that Energy hasn’t even broken out yet really stands out to me.
Energy, and commodities in general, have been left for dead this year.
Investors have forgotten about that third asset class: Commodities.
It’s not just stocks and bonds kids.
There are Commodities too!
Here’s the Energy Sector Index, flat over the past 15 years.
It still hasn’t even broken out: [Read more…]
Seven Energy Names You Need To Know
From the Desk of Ian Culley @IanCulley
I started at the top last week, laying out my bullish energy thesis with five charts.
Energy commodities are reclaiming critical levels. They’re outperforming their alternatives. And buyers continue to support a healthy demand for crude oil distillates.
What’s not to like?
Today, I’m drilling down to individual stocks, highlighting five trade setups I didn’t cover in last Wednesday’s What the FICC episode…
And these stocks look ready to rip!
Energy To Lead Again?
Five Reasons To Bet on Energy
From the Desk of Ian Culley @IanCulley
Investors hate commodities – especially energy.
I don’t blame them.
Most energy stocks and commodities have failed to provide the best opportunities for the average market participant.
In fact, they’ve been an absolute dumpster fire compared to high-flying tech names for almost a decade.
But everything changed following the 2020 sell-off.
Commodities flipped the script, outperforming bonds and stocks. Long-forgotten energy names worked their way back in the conversation as the energy sector taught a masterclass in relative strength.
This story isn’t finished – not yet!
One glance at the market’s year-to-date performance reveals an explosive tech rally that’s managed to erase the past two years from our collective memory.
That’s why I think it’s more important than ever to reiterate why I still like commodities in the back half of the year, specifically energy.
Here are five charts to prove my point…
[Premium] Mid-Month Conference Call Video Recording July 2023
This is the video recording of the July 2023 Mid-month Conference Call.
New Trade Ideas: Grains and Livestock
From the Desk of Ian Culley @IanCulley
Commodities love the falling dollar.
Crude oil is breaking to multi-month highs. Copper is approaching the 4-dollar level. And Silver is ripping!
I’ll have more on the precious metals front Monday with your weekly Gold Rush.
Today, I’m focusing on the grain and livestock markets. The dropping dollar has helped line up a long list of fresh trade ideas: potential failed breakouts, possible failed breakdowns, and critical levels to trade against…
Let’s get to it!
July Strategy Session: 3 Key Takeaways
We held our July Monthly Strategy Session on Wednesday night. ASC Premium Members can click here to review the recording and the chartbook.
Non-members can get a quick recap of the call simply by reading this post each month.
By focusing on long-term, monthly charts, the idea is to take a step back and put things into the context of their structural trends.
This is easily one of our most valuable exercises as it forces us to put aside the day-to-day noise and simply examine markets from a “big-picture” point of view.
With that as our backdrop, let’s dive right in and discuss three of the most important charts and/or themes from this month’s call.
- « Previous Page
- 1
- …
- 14
- 15
- 16
- 17
- 18
- …
- 103
- Next Page »