This is the video recording of the May 2021 Conference Call.
RPP Report: Review. Preview. Profit. (05-17-2021)
From the desk of Steve Strazza @sstrazza
Welcome to our latest RPP Report, where we publish return tables for a variety of different asset classes and categories along with commentary on each.
Looking at the past helps put the future into context. In this post, we review the absolute and relative trends at play and preview some of the things we’re watching to profit in the weeks and months ahead.
You can consider this our weekly state of the union address as we break down and reiterate both our tactical and structural outlook on various asset classes as well as discuss the most important themes and developments taking place in markets all around the world.
While the weight of the evidence remains in the bull’s favor, we continue to see more data arrive that suggests the environment could be shifting toward one that is less conducive to risk assets, at least over shorter timeframes.
In fact, we’d argue that bears have more talking points today than they’ve had at any time over the trailing year. With each passing week, data continues to suggest a more cautionary approach is appropriate.
Shorter-term, the market looks increasingly messy. Defensive assets have stabilized at logical levels of support and are beginning to outperform. Meanwhile, a growing number of stock market indexes and other risk assets are achieving our upside objectives and/or running into critical areas of overhead supply.
Additionally, we’re seeing a growing list of red flags in our intermarket and cross-asset ratios, many of which are diverging from the broader averages.
As far as breadth and internals are concerned, the data remains bifurcated. Growth areas that have been under pressure are showing cracks beneath the surface. At the same time, value and cyclical areas of the market just printed fresh bullish initiation readings last week.
DeFi & Technical Analysis | My Conversation w/ Jim Bianco, CMT
The DeFi Revolution is upon us, at least according to Jim Bianco. For many years, I’ve looked up to Jim and the work he’s been doing at Bianco Research and, in fact, he’s the one who first inspired me to rip through hundreds of charts during my live presentations in order to get my points across. It took me about a decade to realize it, but it was him who I got that from.
Fast forward to 2021, and the Macro Technician who I’ve always admired has turned into one of the leading voices of what’s taking place in DeFi, or “Decentralized Finance”. Who better to talk to about what’s going on than Jim himself? Ethereum, Bitcoin, Dogecoin, Yield Farming, Metamask Wallets, Coinbase….the whole thing.
We dive right into it and talk about how investors of all kinds can take advantage of this revolution into a decentralized world. Traders, Investors, Financial Advisors and even their clients….what does everyone do about this?
We do our best to answer those questions in this podcast episode. I personally really really enjoyed this chat. I hope you do too!
Click here to watch the Video of our conversation on Youtube.
[Premium] Monthly Charts Strategy Session May 2021
This is the video recording of our May 3, 2021 Monthly Charts Live Strategy Session
[Premium] Monthly Conference Call Video Recording April 2021
This is the video recording of the April 2021 Conference Call.
[Video] BNN Bloomberg: Stocks, Ethereum and Lumber
Last night I popped into BNN Bloomberg to talk about what’s going on in the market.
We’re seeing new highs across a lot of major indexes, but what’s happening underneath the surface?
We’ve been seeing the price of lumber soaring along with things like Steel and Rebar futures. It’s the whole demand/building/growth theme that continues to stand out.
One thing that’s definitely worth watching is the All Country World Index Ex-U.S., which is basically a snapshot of what the rest of the world looks like. And you’ll notice that the index ETF $ACWX is stuck right between its 2008 highs and 2018 highs.
This puts the global stock market in quite a predicament. If you’re bullish equities, you’re going to want to see a breakout through those historic 2008 highs. If you’re bearish equities, this is one you want to see break back below those 2018 highs.
Check out the video in full. This was fun:
[Podcast] A Canadian Perspective w/ CIBC Portfolio Manager David Cox
In a market environment where Financials and Natural Resources have become leadership groups, how do we not have a conversation about Canada? Taking that one step further, we need to talk about how any investor, whether living in Canada or not, can take advantage of a potential structural swing in the trend for Canadian Equities.
David Cox is someone who I’ve discussed markets with for many years. We usually hook up every Spring in New York City at the annual CMT Symposium. It’s only fair that I let the rest of the world eavesdrop on our chats. He’s a bright guy with good perspective on all things stocks, interest rates, forex markets and even Bitcoin.
David is a Portfolio Managers at CIBC and is a true trend follower. He tells it like it is. I really enjoy that about him. I was looking forward to having this conversation, and he exceeded all expectations. David really brings it in this episode!!
I hope you enjoy. And make sure to give him a follow on Twitter @DavidCoxWG
Commodities Weekly (04-02-2021)
From the desk of Steven Strazza @Sstrazza and Ian Culley @Ianculley
Many of the same themes that we came across in last week’s Commodity Report continue to play out.
Overhead supply keeps demand at bay while price churns sideways, offering mixed signals.
Like many areas of the market, Commodities are a bit messy.
While sideways price action and choppy market conditions are the norms at the moment, there is one consolidation in the Commodity space that demands our close attention.
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