This is the video recording of the March 2018 Conference Call. This month we focus more on the fact that this is a market of stocks, and not just a stock market. In this video I present my case for why the overwhelming evidence is suggesting that stocks are going higher, not just in the United States, but all over the world. I specifically point out a list of 20 risk indicators that we want to watch extra closely. These “indicators”, as I call them, consist of very important stock indexes and ratios that indicate to us whether there is more risk appetite or risk aversion from institutional investors.
The idea is not to buy every stock mentioned in this video, but to take the evidence collectively to come to a responsible conclusion. If I was seeing more stocks to short than stocks to buy, we would be shorting stocks. But we’re not. I see big bases and breakouts from them all over the place. We have to play the cards we’re dealt, not the cards we wish we had. In this month’s call, I present to you exactly what I’m seeing right now.
Here is the video in full:
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