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…]
We Went To India And Here’s What We Found
Mumbai is one of my favorite cities in the world. There is no question about it.
Last month I had the chance to take the boys out there for a week and show them why I love visiting there so much.
Here’s a quick wrap up video about our experience: [Read more…]
Dow Theory Is NOT Just Industrials & Transports
In this Episode of Allstarcharts Weekly, Steve and I discuss the less talked about tenets of Dow Theory. Everyone always likes to talk about the Dow Jones Industrial Average either confirming or diverging from the Dow Jones Transportation Average. But what gets forgotten is that there are many more tenets like Closing Prices are the most important, Identifying the direction of the Primary Trends and The Market Discounting Everything. Check out JC’s 5 Most Important Dow Theory Tenets
This day and age we have other areas just as important, or even more important, than a group of Railroads, like what Charlie had when he first wrote down his Tenets in the late 1800s. Today we also compare the Dow Jones Industrial Average to the Semiconductor and Homebuilders Indexes as well as incorporate a series of ratios with Consumer Staples and Financials. It’s more of an “and” than an “or” for us when it comes to Dow Theory. [Read more…]
This Is How We Look At Financial Markets
This week I hosted a Live Special Conference Call for Premium Members of All Star Charts. Premium Members can access My Presentation here.
You can also watch this entire video for just $1 by clicking this link. In this short clip below, I show you 3 specific points throughout the presentation where
1) I discuss risk management techniques and how we will know soon if we’re wrong on our thesis,
2) a specific ratio that is a coincident and, often times, a leading indicator for US Stocks, and
3) how we identify specific trade ideas using the top/down approach, with 2 ideas in particular that we want to take advantage of today.
If you have any questions, please feel free to reach out to me, even if it’s just to say hi. Sign up here to watch the video in full
[Read more…]
Video: Why CFTC Data Keeps Us Selling Gold
In this Episode of Allstarcharts Weekly, Steve and I talk about why we want to keep selling gold and buy stocks instead. This trade is working and we don’t want to fight it. This has been our base case for months, as you can see here. One of the things that we want to incorporate into our study of price is the positioning of Commercial Hedgers and Speculators, which is published weekly by the CFTC in the Commitment of Traders Report.
In this video I explain how we use this data, why we care, and when to pay attention!
[Read more…]
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