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. That can be good or bad depending on how you’re positioned.
We’ll go over some of my favorite ways to take advantage of this. Hope you enjoy!
For a copy of today’s slides please email [email protected] and include the password: “Rotation Rotation Rotation”
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...
In today's video, we go over what I think are some of the most important charts in the world. A lot of risk assets are going from the lower left to the upper right. What can derail this bull market as we enter the most bullish time of the year for stocks? I think the US Dollar is the one to watch...
