Key Takeaway: New monthly highs reflect broad participation and a healthy rally. Stocks struggle to celebrate blowout quarters if future growth prospects are not bright. Elevated...
SpaceX has made it cool to talk and dream about Space again. I'm sure many of you, like me, had dreams of being an Astronaut and walking on the moon when you were growing up.
Now that I've grown up, I dream of stocks going on rocket ship rides...
This week we're looking at a long setup in the Metal sector. There are a handful of sectors that are outperforming the market as Nifty 50 continues to move sideways, and Metal has been a consistent name there.
We retired our "Five Bull Market Barometers" in mid-July to make room for a new weekly post that's focused on the three most important charts for the week ahead.
Our Top 10 report was just published. In this weekly note, we highlight 10 of the most important charts or themes we're currently seeing in asset classes around the world.
This week on the podcast I sit down with Meb Faber, Co-Founder, CEO and CIO of Cambia Investments. In addition to his "Day job", as he puts it, Meb has authored 5 investment books...
The new high list on any given day has been unremarkable of late. So far in 2021, the most S&P 500 stocks making new highs on any given day has been 135 (27% of the index). The average for...
Once again this month, I’m going to share info on positions that were closed or managed in the month of April. As a reminder, our exit plans are always laid out ahead of time in each trade idea we publish. In every case, the exits mentioned below were...
It's been well documented that Gold is the biggest loser of the Commodity space. Every single commodity is doing well in this environment except for Gold.
Perhaps this proves what many people have been telling me my whole career, "...
One of the most anticipated moves that market participants have been waiting for, is a rally in the Commodities space. We had seen some signs of this in December '20-January '21, but those moves didn't sustain. On the contrary, the base...
Something we’ve been working on internally this year is using various bottoms-up tools and scans to complement our top-down approach. One way we’re doing...
The ASC team has been writing a lot recently about how markets are looking a bit "messy" right now. This isn't a bullish or bearish declaration, it's just an indication that many of the recent moves we've seen are likely to hit into some consolidation...
Key takeaway: Optimism remains widespread from a cyclical perspective but history shows that it can (and in the past, has) remain elevated for extended periods of time....
