Here is the video recording of the July 2016 Monthly Conference Call for Members Only

In the call we discuss:

• What Is The Risk vs Reward Being Long U.S. Stocks?
• Are Global Stocks Confirming?
• Europe and Japan Have stabilized
• Industrials and Tech are not tops!
• Which Metals Do We Want To Buy? And How High Can They Go?
• What to do with Cotton and Wheat?
• How Does The Base Metal Complex Fit into this theme?
• Which Tech Stocks Do We Buy?

[Read more…]

Here is the video recording of the May 2016 Monthly Conference Call for Members Only

In the call we discuss:

• Why The S&P500 And Nasdaq Are Shorts
• The Deterioration in Market Breadth Continues
• The Bull Case Has To Start With The Financials
• Why European Financials Look Terrible
• What The Rally In Japanese Yen Means For Stocks
• Technology Is Terrible And Why Apple Is A Short
• Leaders Emerging Markets, Energy And Precious Metals
• Where Are Interest Rates Headed

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Here is the video recording of the April 2016 Monthly Conference Call for Members Only

In the call we discuss:

• When Do We Get Short The U.S. Stock Market?
• Will Emerging Markets Continue to Outperform the U.S.?
• What is the Trade in Ags? $DBA Coffee, Cotton, Soybeans, Corn, etc
• How Do We Profit In Precious Metals? Gold, Silver or Both?
• Trades: $AAPL $TWTR $GPRO $FB $GDX $XBI $UA $DIS $GE
• How Low Can Interest Rates Go? Do We Buy Bonds? [Read more…]

Here is the video recording of the February 2016 Monthly Conference Call for Members Only

In the call we discuss:

• How much more upside is left in this global stock market rally?
• Should we expect the U.S. to continue to underperform vs. Emerging Markets?
• How Much Higher Can Crude Oil Go From Here?
• The longer-term dynamics in Gold Miners have changed. How do we profit?
• Apple has bottomed – How high can it go?
• Why We Are Finally Getting That sector rotation into Biotechnology [Read more…]

Here is the video recording of the February 2016 Monthly Conference Call for Members Only

In the call we discuss:

• Can we still get a counter-trend rally before getting down to 1720 in the S&P500?
• What Do We Do Now That Bonds Hit Our Upside Targets?
• Why Emerging Markets will keep outperforming
• Crude Oil and Gold – What do we do with these now?
• Gold Miners and Junior Gold Miners
• Exxon and Chevron – Which One? And How Do We Buy Them?
• Head & Shoulders Top in Semiconductors
• How Low Can The U.S. Stock Market go?

[Read more…]

Here is the video recording of the January 2016 Monthly Conference Call for Members Only

In the call we discuss:

• Ongoing Bear Markets in U.S. Equities Has Gotten Worse
• Where do we cover shorts in the stock market?
• What do we do with Apple and Amazon now?
• What are Utilities telling us?
• Is Gold a buy down here?
• Where do we buy Crude Oil?
• Treasury Bonds: What’s the trade?

[Read more…]