Expert technical analysis of financial markets by JC Parets
From the desk of Steve Strazza @Sstrazza.
This week we held October’s Monthly Conference Call which our Premium Members can access and rewatch here.
In this post, we’ll provide a summary of the call by highlighting 5 of the most important charts/topics we covered along with commentary on each.
Let’s dive into it.
by JC
This is the video recording of the October 2020 Conference Call.
by Tom Bruni
From the desk of Tom Bruni @BruniCharting
Thanks to everyone who participated in this week’s Mystery Chart.
Most off, you said you’d do nothing with this one, opting for more attractive longs and shorts in things that are trending well.
With that as our backdrop, let’s just right into it.
by JC
This is the video recording of our October 2, 2020 Monthly Charts Live Strategy Session
by Tom Bruni
From the desk of Tom Bruni @BruniCharting
In June we outlined that the “Reflation Trade” indicators we track had picked up significantly after reaching levels of long-term support in March.
Since then that thesis has played out and we’ve been taking advantage of it in Metals, cyclical stock market sectors like Materials and Industrials, and even Agricultural Commodities which managed to break out.
But…after a nice run many of these assets and intermarket relationships have pulled back over the last month or so…begging the question “is the reflation thesis over?”
Luckily for us, we only need one chart to discuss what’s happening and how we’re approaching it.
by JC
The way I learned it is that, “Sector Rotation Is The Lifeblood Of A Bull Market”.
But what does that mean exactly? Why does it matter? Why should we care?
All great questions, so I invited my friend Todd Sohn from Strategas and our very own Steve Strazza to discuss this important topic.
What sort of rotation are we seeing today?
Here is Part 1 of our discussion:
by JC
This is the video recording of the September 2020 Conference Call.
by JC
This is the video recording of the August 2020 Conference Call.
