It's happening.

Investors are bearish.

Especially American ones with a ton of Growth exposure!

Want to know what a bag holder looks like? I encourage you to take a look at your typical American portfolio with a ton of Technology stocks in it, Consumer Discretionary stocks and virtually no exposure to Commodities and Latin American equities.

Of course sentiment is bad. It should be bad!

But this bad?

More Bearish Financial Advisors than Bullish ones?

That doesn't happen very often.

It's always fun dropping by the Ritholtz office in New York City.

Basically what happens is we yell at each other for about an hour, and then we go out to eat and drink until we pass out.

It's pretty great.

On this episode of the Compound and Friends, I sit down with Josh Brown, Michael Batnick, and my old pal Dan Nathan joined us this time as well.

As usual, we ripped through some charts, but we also discuss the best burger in New York City.

I thought my answer was the right one. But it turns out Dan Nathan was right all along. I trust this man with my life.

Hope you enjoy!

It's Saturday Morning Chartoons time. 

This is the weekly post that aggregates all the charts we put together throughout the week and organizes them all into one, easy to flip through deck.

You can find the whole list of trades here.

Below you'll find the full PDF of this week's charts:

From the desk of Steven Strazza @Sstrazza and Ian Culley @Ianculley

Commodities are having their best week since 1970. And if you don't know what happened after that, let's just say it was a good decade for them as a group.

The CRB Index is up more than 13%. Crude oil is trading above 100. Wheat futures opened limit up last night, “dotting the chart.” Base metals such as aluminum and tin continue to print all-time highs.

And even precious metals have joined the party! 

Could it get any more bullish?

As it turns out, it can…

After almost a year of sideways action, Dr. Copper looks ready for a fresh leg higher, as it just closed the week at new all-time highs!

Here's a close-up look at the continuation pattern copper has been consolidating in since May of last year:

Digesting its gains following such an explosive move off the 2020 lows is constructive and has set the stage for a new rally.

While the past few weeks’ action in some commodities may suggest otherwise, charts don’t move in a straight...

From the desk of Steve Strazza @Sstrazza

Our International Hall of Famers list is composed of the 100 largest US-listed international stocks, or ADRs. We’ve also sprinkled in some of the largest ADRs from countries that did not make the market cap cut. 

These stocks range from some well-known mega-cap multinationals such as Toyota Motor and Royal Dutch Shell to some large-cap global disruptors such as Sea Ltd and Shopify.

It’s got all the big names and more--but only those that are based outside the US. You can find all the largest US stocks on our original Hall of Famers list.

The beauty of these scans is really in their simplicity.

We take the largest names each week and then apply technical filters in a way that the strongest stocks with the most momentum rise to the top.

Based on the market environment, we can also flip the scan on its head and filter for weakness.

Let’s dive in and take a look at some of the most important stocks from around the world.

Here’s this week’s list:

...

From the desk of Willie Delwiche.

Bond market moves are getting plenty of attention this week. 10-year Treasury yields dropped to levels not seen since the opening trading sessions of 2022 and German yields have dipped back into negative territory (and will again have to contend with resistance at zero). Credit has been slower to react. The Moody’s BAA Corporate yield is just a few basis points off its high and upside momentum remains intact. Except for a brief COVID related blip, the six month change in corporate yields is at its highest level since the financial crisis. This matters because all of the net gains in the S&P 500 over the past twenty years have come when corporate yields have been falling. It has been very difficult for the S&P 500 to make any upside progress when the path for yields has been higher. Even before the Fed has started to raise rates or drawdown its balance sheet, the liquidity backdrop has already deteriorated.  

This is the video recording of our March 4, 2022, All Star Charts Crypto Weekly Strategy Session.

Today’s Hot List is not as sexy at the headline level as yesterday’s, when we reported Speaker of the House Nancy Pelosi’s latest stock transactions.

But there’s always good information below the surface.

Just to recap, Speaker Pelosi’s most recent Periodic Transaction Report filed with the Clerk of the U.S. House of Representatives, which dropped just this week, includes five moves completed on January 21 and January 27, 2022.

Speaker of the House Nancy Pelosi is one of the most powerful politicians in America.

She’s also one of the best individual investors in the world.

A now-suspended Twitter account that used to track her trades noted in October 2021 that she’d managed a 69% annualized return over the trailing 10 years.

In 2021, though she was the top Democrat and she outperformed the S&P 500 Index by a decent margin, Pelosi trailed five Republican Members of Congress.

Dan Crenshaw of Texas, John Curtis of Utah, French Hill of Arkansas, and Brian Mast of Florida occupied the four spots just ahead of her.

Topping the list of Congress’s best investors in 2021 was Austin Scott of Georgia.

The highest-ranking Senator for 2021 was Minority Leader Mitch McConnell of Kentucky, who ranked No. 19 overall of 35 total members of the House of Representatives and the Senate who beat the S&P.

That’s 35 solid investors out of a total of 635 Representatives and Senators.

From the desk of Steve Strazza @Sstrazza

Dividend Aristocrats are easily some of the most desirable investments on Wall Street.

These are the names that have increased dividends for at least 25 years, providing steadily increasing income to long-term-minded shareholders.

As you can imagine, the companies making up this prestigious list are some of the most recognizable brands in the world. Coca-Cola, Walmart, and Johnson & Johnson are just a few of the household names making the cut.

Here at All Star Charts, we like to stay ahead of the curve.

That's why we're turning our attention to the future aristocrats. In an effort to seek out the next generation of the cream-of-the-crop dividend plays, we're curating a list of stocks that have raised their payouts every year for five to nine years.

We call them the Young Aristocrats, and the idea is that these are "stocks that pay you to make money."

Imagine if years of consistent dividend growth and high momentum and relative strength had a baby, leaving you with the best of the emerging dividend giants that are outperforming the averages.

By...

At the end of every month, we rejoice. Regardless of the market sentiment, we rejoice. When the market closes, we rejoice.

That's a lot of joy one would say. But here we hold monthly charts in high regard. The exercise of going through monthly charts is therapeutic in a way that it helps you zoom out and get out of short-term messes. This is that time of the month when trends become clear.

As the month of March begins, we're here to perform the same exercise.

Read on to know what the market is saying.

We are in a market environment that is drastically different from what we saw in 2020. Human tendency is to recall the most recent event and give progressively less value to the events prior to that. Similarly, the 2020 market recovery is viewed as the best time and 2021 became a 'difficult year' for market participants. But just as we do in our analysis, everything is relative. 2021 was only relatively bad. If you pick up stocks that performed well, your portfolio would've performed well in 2021 as well.

The market that we're in today is one where the index may continue to struggle, but the stock-specific performances will...

From the desk of Steve Strazza @Sstrazza

Welcome to the 2 to 100 Club.

As many of you know, something we've been working on internally is using various bottom-up tools and scans to complement our top-down approach. It's really been working for us!

One way we're doing this is by identifying the strongest growth stocks as they climb the market-cap ladder from small- to mid- to large- and, ultimately, to mega-cap status (over $200B).

Once they graduate from small-cap to mid-cap status (over $2B), they come on our radar. Likewise, when they surpass the roughly $30B mark, they roll off our list.

But the scan doesn't just end there.

We only want to look at the strongest growth industries in the market, as that is typically where these potential 50-baggers come from.

Some of the best performers in recent decades – stocks like Priceline, Amazon, Netflix, Salesforce, and myriad others – would have been on this list at some point during...