From the desk of Tom Bruni @BruniCharting
Rotation is the lifeblood of any bull market, so what better way to use our “Chart of The Week” than highlighting the rotation into cyclical sectors that’s currently taking place.
Expert technical analysis of financial markets by JC Parets
by Tom Bruni
From the desk of Tom Bruni @BruniCharting
Rotation is the lifeblood of any bull market, so what better way to use our “Chart of The Week” than highlighting the rotation into cyclical sectors that’s currently taking place.
by JC
This week on Happy Hour w/ Traders, I chat with 2 of the best in the business: Brian Shannon and Joe Fahmy. We’ve all been friends for a decade and I still learn from both of them every single time we talk.
The way I see it, I’m having these conversations anyway, so may as well hit record so you guys can learn from them the same way that I do.
Check it out!
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by JC
Jeff Macke is the guy I turn to whenever I have questions about the Consumer. Anything retail, restaurants, internet sales, he’s the one we want to listen to. Jeff and I have known each other for many years and are friends with a lot of the same people. Here’s an old clip I found of him and I talking about Gold & Silver back in January 4, 2012.
In this episode we talk about the restaurant stocks, pharmacies, which areas he wants to avoid and which ones he wants to own. He says the pair trade of the decade could very well be: Long Shaquille O’neil (Papa Johns $PZZA) and Short Kanye West (The Gap $GPS). This was a really fun conversation. I picked up some good ideas and had a few laughs.
I hope you enjoy!
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From the desk of Steve Strazza @Sstrazza
For the week ended Friday, July 10, 2020:
Every week we publish performance tables for a variety of different asset classes and categories along with commentary on each.
This week we’re going to highlight our US Index and Sector ETF tables, and focus on the laggards as they are giving us the most important information for the current market environment. Let’s dive into it.
by JC
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.
Today I want to share a video of a few beverages I had with my old pal Scott Redler. He’s a full time trader and Chief Strategist at T3Live. I encourage you to go back and listen to a podcast episode him and I did together in January 2018.
In this video we talk a little bit about wine, compare blind tasting to technical analysis, and Scott tells a few recent war stories from the trenches. Here’s our chat in full:
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by JC
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: [Read more…]
by JC
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!
[Read more…]
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.