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....
On this week's episode of Bearish or Bullish, we talk about Year 2 of Bull Market cycles for stocks. Is this one those? Like 1976, like 1983, like 2004, like 2010?
What about Ethereum continuing to hold its breakout? Why is Ether doing so much...
The messy market for stocks continues. Sure, a few stock indexes in the United States have made new highs, but how many stocks in those indexes are doing that?
Key Takeaway: Stocks have benefitted from an historic stretch of good news. Commodities suggest higher inflation may not be transitory. Global breadth trends turning higher....
