This is the video recording of our October 2, 2020 Monthly Charts Live Strategy Session
The Reflation Trade’s Upcoming Retest
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.
[Video] Happy Hour w/ Traders: Sector Rotation Part 1
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:
[Premium] Monthly Conference Call Video Recording September 2020
This is the video recording of the September 2020 Conference Call.
[Premium] Monthly Conference Call Video Recording August 2020
This is the video recording of the August 2020 Conference Call.
Media Appearance: Sector Rotation Supports S&P500 To 4000
It’s always fun chatting with Catherine over at BNN Bloomberg. She has the uncanny ability of getting me on her show just at the right time! In February, I explained very clearly why we were raising cash (the week before the biggest market crash ever), and then in early July I was screaming on television to buy stocks aggressively, just before a slew of new sectors started breaking out to the upside.
Today, I have a similar bullish view. This is a market that is rewarding us for buying stocks. That’s the bottom line. And we don’t see any evidence of that changing yet. Catherine also asked me about the Bond Market and I explained why I think rates go higher.
We like the have fun with these. Life is short. I hope you enjoy it! [Read more…]
Why Bonds Are Piquing Our Interest
From the desk of Tom Bruni @BruniCharting
I wrote this post for our Indian subscribers, but given it’s discussing Interest Rates and their effect on Equities as an asset class I thought it was worthwhile to share it with you all as well.
We’ve written about the rotation that’s underway here, here, and a lot of other places, but this post helps tie it all together with the recent action in Bonds.
I hope you find it helpful.
Why Bonds Are Piquing Our Interest
Last week for US subscribers we discussed the potential breakout in US Treasury Bonds, but that move quickly failed. If we’ve learned anything over the years, it’s that failed moves often lead to fast moves in the opposite direction…so this decline could just be getting started.
In this post, we want to analyze the near-term direction of Interest Rates and discuss why they’re relevant to Equities as an asset class.
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