Key takeaway: Amid the economic optimism that is seen in surveys and magazine covers, the stock market is experiencing an unwinding in speculative excesses that has just begun...
Welcomeback to our latest "Under The Hood” column for the week ended May 14, 2021. This column is published bi-weekly and rotated on-and-off with our ...
Welcome to our latest RPP Report, where we publish return tables for a variety of different asset classes and categories along with commentary on each.
From the desk of Steven Strazza @Sstrazza and Ian Culley @Ianculley
Lumber futures have been on an absolute tear since last spring. The vertical but volatile price action off last year's lows is something for the history books.
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...
Three days off the highs for the S&P 500 and twitter traders are acting like the sky is falling. And maybe it is? But at times like these, I like to look for opportunities to fade what often prove to be short-lived...
Key takeaway: A peak within the NASDAQ (or the Technology sector) shows that pockets of speculative excesses are being unwound. There has been enough strength in the market...
We've been talking about this for a long time: this year is NOT last year.
The things that worked for the last 3 quarters of 2020 are not working in 2021. Stocks are a mess. Growth is a massive underperformer. Small-caps can't stop churning...