This is the video recording of the March 2020 Conference Call.
Media Appearance: Raising Cash Now Is Prudent
As you guys know, we’ve had a much more defensive approach to the stock market over the past few weeks, especially compared to how bullish we had been for so long. There is a time to be big and aggressive and a time to be small and cash heavy. I believe we’re currently in the latter of those two categories.
Here’s the clip in full: [Read more…]
[Premium] Monthly Conference Call Video Recording February 2020
There is a lot going on in the market right now, not just in the U.S. but globally. The intermarket relationships between Bonds, Gold and the US Dollar are having a major impact on equities.
January is a month that gives us a lot more information than most other months throughout the year. We have the data now that we can use to help us identify primary trends.
Volatility is picking up. Daily swings are getting larger. I’ve seen this story before.
We discuss all of this and a lot more.
This is the video recording of the February 2020 Conference Call.
*NOTE: This Post and Video was originally intended for Premium Members of Allstarcharts Only. But due to the circumstances, we have unlocked it for everyone to watch and download the slides. We feel this can be used for educational purposes moving forward. Thank you for understanding.
Allstarcharts Weekly: Rotation Into Fixed Income
In this Episode of Allstarcharts Weekly, Steve and I discuss all the reasons why we’re buying bonds right now instead of stocks and commodities. The big point here for me is that it’s not just one chart. There is no single holy grail suggesting we buy bonds. This is a weight of the evidence conclusion. It’s not one chart, it’s hundreds of them all pointing to the exact same thing: Sell stocks and Buy bonds!
[Read more…]
Video: Communications Stocks Breaking Out
In this Episode of Allstarcharts Weekly, Steve and I talk about the newest Sector in America: Communications. Back in 2018, the Index makers took out some of our favorite Technology stocks and put them along with some telecom into this new Index called Communications. With Google and Facebook now representing 40% of this $XLC index, the fact that we’re just now breaking out to all-time highs says a lot about the space. [Read more…]
What We’re Buying And What Will Stop Us
I had a great day in New York City Wednesday. Good meetings, good eats and good people.
BNN Bloomberg was nice enough to invite me on their network to talk charts.
Catherine and I discussed some of my favorite sectors and industry groups. We went over the macro picture and beginning of this new bull market for stocks.
Most importantly, in my opinion, we went over what it would take for us to get more defensive, at least in the near term.
Here’s the interview in full: [Read more…]
[Premium] Monthly Conference Call Video Recording January 2020
This is the video recording of the January 2020 Conference Call.
Media Appearance: Stocks, Bonds, Gold & Energy
I was down in New York City this week and dropped by the Nasdaq to chat with my old pal Frances Horodelski on BNN Bloomberg. Frances and I have been rapping about the markets for the better part of the past decade. It was great to chat with her once again.
In this short clip, we talk about the new bull market for stocks, rotation into Emerging Markets and Energy, where we think gold goes and how bad bonds are going to get hit if interest rates get to the 3% mark we’re looking for in the US 10-year Yield.
Here’s the clip in full: [Read more…]
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