As we wrap up 2018, it's time to forget everything that happened this quarter and this year and start from scratch. It’s irrelevant. We’re moving forward with fresh eyes. This is our Q1 2019 Playbook.
Part 1 of our Q1 2019 Playbook discusses big-picture themes, while this part focuses on the individual stock setups with the best reward/risk scenarios heading into the new...
It's been a great couple of months for Bond bulls. As unprepared investors worry about their portfolios and financial media outlets irresponsibly call this...
This is one of my favorite things to do: Forget everything that happened this quarter and this year and start from scratch. It doesn't matter what we did or how we felt in 2018. It's irrelevant. We're moving forward. This is my Q1 2019 Playbook....
While we couldn't be happier that U.S. stocks got destroyed this quarter, let's not forget about all of the other markets out there. US Treasury Bonds have had a very...
There are just a few days left in 2018 and it's tempting to make some last minute moves to improve your annual results in the old portfolio. But is it a good idea?
This is obviously not my first 'last few days of the year' experience...
From a public markets perspective the Marijuana Industry is small, so small that it could go to zero tomorrow and nobody would notice. In late August we started covering the space after...
U.S. Stock Markets will only be open for a half day tomorrow Monday December 24th for Christmas Eve and closed on Christmas Day. And the following week will follow a similar pattern, being completely closed on Tuesday, January 1.
Somewhere along the way, a large majority of U.S. citizens convinced themselves that the market owes them something. They think that if they "invest" in the stock market, that they've somehow earned the right to make money over time. I'm not sure if...
Yesterday after the bell we sent out our Year End '18 ETF Risk Update to our Institutional Clients, covering 100+ of the most actionable and informative charts. To put this report together we...
The market is a beautiful thing, particularly the analysis of supply and demand behavior. I'm incredibly fortunate to be a practicing Technician for almost a decade and a half and have...
Bonds funds did a good job of getting everyone on the boat leaning one way, only to reverse and slam them in the other direction. The whole world seems to think interest rates have no where to go but up. However, those of us who follow the price of...
Bonds Funds are breaking out to new 3-month highs. This comes after consensus this September was for higher US rates, and therefore, lower prices for bonds. When the market is leaning too much in any one direction, the unwind of that extreme...
Coming down the homestretch of 2018 and Mother Market sure is making it interesting. Will a "Santa Claus" rally save global stocks? Or is the Grinch quietly whispering in her ear?
Speaking of the Grinch and classic holiday movies, my family's...
From where I sit, the correction in banks is a long way from being resolved, and one of the biggest names in the biz appears to be teetering on the edge of a much more significant drop than already experienced. It's now down for the year and...
So far in the early stages of this market correction (dare I say Bear Market? Too Soon?), I've been aggressively deploying Bear Call Spreads to attack bearish trading opportunities.
Bear Call Spreads are a version of a vertical spread...
There is a reason we look at the stock market from a global perspective. It's because we invest in a global market. Stocks in America weren't going up the past couple of years because of what was happening in DC or New York. Stocks in the U.S. were...
