[Premium] Mid-Month Conference Call Video Recording June 2022

JC Parets
June 20, 2022

This is the video recording of the June 2022 Mid-month Conference Call.

We discussed:

  • The S&P500 and Dow Jones Composite stuck below overhead supply
  • Major US Indexes are below their AVWAPs from the COVID lows
  • 30 consecutive weeks of more stocks making new lows than new highs
  • Seasonality could become a tailwind in July
  • Sentiment is as bad for stocks as I've ever seen
  • Relative strength out of Chinese Internet and other "culprits"
  • Bitcoin near important support
  • The US Dollar controls all of this. All eyes on DXY
  • Breadth Deterioration in Commodities
  • Long opportunities in Financials
  • Defensive Sectors are vulnerable
  • Gold is still below overhead supply
  • Copper/Gold ratio breaking down pointing to lower rates
  • Japanese Yen hits new multi-decade lows
  • Buy the dip in bonds? I think so

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