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

JC Parets
October 19, 2022

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

We discussed:

  • The DJ Industrial Avg at the Pre-Covid Highs
  • Fewer Stocks are making New Lows
  • Small-caps, Mid-caps & Micro-caps diverging positively
  • Sentiment is at a historic bearish extreme
  • Credit Spreads tightening the past 4 months
  • Negative Correlation Between US Dollar & Stocks intact
  • Consumer Discretionary outpacing Staples
  • Sector Level trends are improving
  • Energy making new 52-week highs relative to Stocks
  • Shorting these REITs and Software Stocks
  • Industrials & Regional Banks making new 52wk relative highs
  • More Bullish Options Activity in Occidental Petroleum
  • Coal Stocks Setting Up For Breakouts
  • Industrial Stocks ready to bounce
  • Financials holding Support
  • Copper/Gold ratio not confirming new highs in Yields
  • 5 & 10/yr Breakevens peaked quarters ago
  • Emerging Markets down near critical levels
  • Seasonally the best time to buy stocks
  • List of my favorite stocks to buy

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