This is the video recording of our July 1, 2020 Monthly Charts Live Strategy Session
Last Week In Review (06-28-2020)
From the desk of Steve Strazza @Sstrazza
For the week ended Friday, June 26, 2020:
Every week we publish performance tables for a variety of different asset classes and categories along with commentary on each.
“It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness.”
It sounds like Charles Dickens could have been writing about today’s market in his famous passage from A Tale of Two Cities.
Many areas of Growth and Technology are trading at or near record highs, and it’s sure felt like the “best of times” for anyone who’s been overweight these stocks in recent years.
On the other hand, cyclicals and Value were already hurting coming into the year and then endured serious structural damage during the Q1 crash. If you’ve been invested in these areas, particularly those groups directly impacted by Covid-19, it might just seem like the “worst of times.”
Why Crude Poses A Risk To Stocks
From the desk of Tom Bruni @BruniCharting
We continue to focus on buying the strongest stocks, but we’re also always playing devil’s advocate by identifying risks to the bull thesis.
Two weeks ago, I outlined the “Island Reversals” and other areas of resistance in many global indices. Today, most of these indices are still stuck below those levels and instead are pushing towards multi-week lows.
Last week we looked at the weakness of US Financials on an absolute and relative basis and the S&P 500 failing to exceed resistance relative to two of its most liquid alternatives, US Treasury Bonds and Gold.
Today, I want to look at Crude Oil and why I’m adding it to our list of risks to the Equity bull case.
[Premium] The Biggest Risks To Stocks In July
This post is a follow-on to our weekly Five Bull Market Barometers update, as there are specific risks to stocks worth highlighting as we head into July.
Five Bull Market Barometers (06-26-2020)
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 we ended this week.
Last Week In Review (06-19-2020)
From the desk of Steve Strazza @Sstrazza
For the week ended Friday, June 19, 2020:
Every week we publish performance tables for a variety of different asset classes and categories along with commentary on each.
Despite some volatility in the second half, risk assets continued their steady march higher last week. The broadening participation from Equities was again evident as every major US and Global Index was higher with the exception of Dow Utilities $DJU.
We’ve written extensively about the strongest areas and those first to reclaim their highs. In this post, we’ll highlight a handful of Equity ETFs/Indexes which are at or just beneath fresh highs. Whether these areas work through their overhead supply or get rejected at these key levels will provide important information into the strength and durability of the current rally.
Five Bull Market Barometers (06-19-2020)
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 we stand after another strong week in the market.
[Premium] Monthly Conference Call Video Recording June 2020
This is the video recording of the June 2020 Conference Call.
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