Jeff deGraaf is one of those analysts who influenced me very early on. Something I’ve always admired about him is how much emphasis he puts on first identifying what type of market environment we’re in, before then giving more or less weight to different tools and indicators. This is one of those important steps that I think gets forgotten quite often when you see investors trying to always incorporate a certain strategy or approach regardless of the environment. In this episode, Jeff compares this stock market crash, and subsequent recovery, to others in the past including 1987. He does a nice job of incorporating what is currently taking place in Bonds and Gold into his analysis for stocks. I think there are a lot of great lessons in this conversation with, who I believe, is one of the best Technical Analysts in the world today.
The Week In Review (05-01-2020)
From the desk of Steve Strazza @Sstrazza
For the week ended Friday, May 1, 2020:
Every weekend we publish performance tables for a variety of different asset classes and categories along with commentary on each.
This week we’re highlighting the underperformance from the US using our Global Index and International ETF tables.
All Star Interviews Season 3, Episode 21: Chris Ciovacco, Chief Investment Strategist, Ciovacco Capital Management
Chris Ciovacco is someone whose work I’ve followed for many years. His approach to markets is similar to mine, in that he incorporates a weight-of-the-evidence technical strategy. His open-mindedness and ability to set up multiple outcomes to prepare for, is one to be admired. In this episode, Chris walks through his thought process when analyzing the current environment. He makes a great comparison to early 2009 and asks whether we’re in January ’09, just before another severe decline in stocks, or in May, on the way up after already bottoming.
This is a great episode that I hope makes you think differently and inspires you to keep an open mind and come up with your own possible scenarios for the coming months and quarters. This was a fun one! [Read more…]
Week In Review (04-24-20)
From the desk of Steve Strazza @Sstrazza
For the week ended Friday, April 24, 2020:
Every weekend we publish performance tables for a variety of different asset classes and categories along with commentary on each.
This week we want to highlight the continued divergence between Energy stocks and Oil using our Sector and Industry ETF and Commodity tables.
This Market Is Breaking Down To A New Frontier
From the desk of Steve Strazza @Sstrazza
We have been writing a lot about risk-appetite lately as we’re constantly trying to gauge the “animal spirits” at work in the markets. Right now we’re seeing a lack of participation from risk-assets such as Small-Caps, Commodities, and the more cyclical sectors as well as a risk-off theme in many of our intermarket ratios.
We’ve covered the US plenty already, so this post will focus on what we’re seeing from risk-assets in Equity Markets abroad.
This week’s Mystery Chart was an inverted chart of the Frontier Markets ETF (FM). Thanks to everyone for participating. You were pretty much ALL buyers this week, which means you were actually selling Frontier Markets against their prior all-time lows.
Weekly Performance Recap (04-17-2020)
From the desk of Steve Strazza @Sstrazza
Every weekend we publish performance tables for a variety of different asset classes and categories along with commentary on each.
As this is something we do internally on a daily basis, we believe sharing it with clients will add value and help them better understand our top-down approach. We use these tables to provide insight into both relative strength and market internals.
This week we want to highlight our US Equity Index and Industry tables as they illustrate an important resumption in leadership from the market’s most resilient areas.
All Star Interviews Season 3, Episode 20: Adam Koos, Founder of Libertas Wealth Management Group
Adam Koos is a portfolio manager who uses Technical Analysis to make decisions for the clients he advises. In times like these, Financial Advisors all over the world are getting asked the hard questions. In this episode, Adam talks about how Technical Analysis has helped both his decision making and the communication with the families he works for. It’s really cool to see these tools helping advisors everywhere, and especially a friend who I speak to regularly about markets and other common interests, like sports and wine.
Adam and I were coincidentally both featured in a Wall Street Journal article this week where we shared some of our favorite tools to help us in the current environment. He is the Founder of Libertas Wealth Management Group, and I loved hearing his stories about how his career first started 20 years ago and the path that led him to where he is today. We also hear his thoughts on the current market environment and the kinds of things we should be thinking about.
I really enjoyed this episode. He brings up some great points that hopefully opens up a larger dialogue.
Weekly Performance Recap (04-09-2020)
From the desk of Steve Strazza @Sstrazza
Every weekend we publish simple performance tables for a variety of different asset classes and categories along with brief commentary on each.
As this is something we do internally on a daily basis, we believe sharing it with clients will add value and help them better understand our top-down approach. We use these tables to provide insight into both relative strength and market internals.
This week we want to highlight our US Equity Index and Factor tables, as they are both showing near-term reversions in some of the most robust long-term intermarket trends.
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