Over the last year, over 70% of the stocks in the NASDAQ were down over 20%, some might call that a bear market. It's definitely messy, but we've been in long term uptrend for a long time, so now it's a messy market within that uptrend. What do you call that?
The relentless strength in utilities in the face of rising interest rates is something that we can't ignore.
Everyone wants to talk about the yield curve and are freaking out about the inversion. But the yield curve has been flattening for over a year so the inversion shouldn't have been a huge surprise, it was just a matter of time. So what? When the yield curve inverts stocks do very well!
In our February video we dive into the beneficiaries of the current market environment vs the areas that have been hurt the most.
I believe this bifurcation continues to be driven by interest rates. The United States stocks are the worst performing country in the Western Hemisphere this year. T...
We're seeing some unusual relative strength recently in areas like Brazil and China. That is something we haven't been able to say in quite some time.
With such relentless strength in Financials and Energy lately, on the back of those much higher interest rates, it's about time we start to see r...
On this week's show we talk about assets around the world digesting overhead supply. You can see it in Copper and Gold dating back to their 2011 highs. You see it in Oil struggling with its 2018 highs and more recently you see it in Bitcoin having trouble getting past its Spring highs.
Where are...
