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 longer-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 5-9 years.

Introducing the Young Aristocrats. We like to say these are "stocks that pay you to make money". Imagine if years of consistent dividend growth and high momentum & relative strength had a baby, leaving you with the best of the emerging dividend giants that are outperforming the averages.

By adding our technical analysis to the mix...

This week, Julie and I talk about some of the things that stood out the most on last week's Monthly Chart Review.

Among them were the Market Capitalization rotation into Small & Mid-caps and out of those Mega-cap stocks.

Germany and Japan making new highs leading the international charge higher.

And which rocks would we rather own: Precious Metals or Base Metals?

Check it out:

The Nifty Energy Index is breaking out to new all-time highs!

What's driving this rally? Is it sustainable? And what are the best opportunities in the space today?

Let's jump in and cover all these topics.

Markets have been rallying across the globe since April 2020, except for stocks that belong to the category of discretionary spending. With the pick up in travel activity breathing life into the entertainment space, there are certain ideas that pop from current setups.

I think this is an important discussion. Which way are rates headed?

Remember, Interest Rates setting up for a collapse was one of the reasons we were so bearish equities in late January, and looking to own bonds instead.

The thought process in January was the following: If 10s are going to break their 2012 & 2016 lows, is that most likely happening in an environment where stocks are doing well? Or are rates collapsing most likely taking place in an environment where stocks are under pressure?

Our bet was the latter. We used rates as a leading indicator.

Today we're doing the same thing. But the data coming in is the exact opposite.

First of all, here are US rates going out last week at new 9-month highs:

Monday afternoon I popped on to BNN Bloomberg to have my regular chat with Catherine Murray. These are always fun because we focus on what actually happening in the market, versus all the gossip that revolves around it.

Remember, we're coming off my Just Buy Them Baby interview with Catherine from July. We got a lot of funny emails from people after that one. But as it turns out, just buying them worked out very well.

So where do we go from here?

Here's the interview in full: 

Emerging Markets remain in focus and today we're identifying why its trend relative to Developed Markets is likely to accelerate higher.

This is a follow-up to our last few Emerging-Market-focused posts --- August 12th, September 11th, and September 25th.

From the desk of Steve Strazza @Sstrazza and Louis Sykes @haumicharts

At the beginning of each week, we publish performance tables for a variety of different asset classes and categories along with commentary on each.

Looking at the past helps put the future into context. In this post, we review the relative strength trends at play and preview some of the things we’re watching in order to profit in the weeks and months ahead.

In last week's report, we outlined how the market was in an incredibly healthy state of order. We've been seeing rotation into SMIDS and Micro-Caps, strong breadth, and a sustained bid for Growth, particularly down the market-cap scale.

This week, we're harping on a similar theme.

The weight of the evidence, particularly from an intermediate and long-term time horizon, looks excellent.

But from a more short-term and tactical perspective, it would be healthy for many indexes down the market-cap scale to digest their gains. Many sector indexes and ratios are...

From the desk of Steve Strazza @Sstrazza.

Welcome to our “Under The Hood” column for the week ending December 04, 2020.

What we do is analyze the most popular stocks during the week and find opportunities to either join in and ride these momentum names higher, or fade the crowd and bet against them.

We use a variety of sources to generate the list of most popular names. There are so many new data sources available that all we need to do is organize and curate them in a way that shows us exactly what we want: A list of stocks that are seeing an unusual increase in investor interest.

Whether we’re measuring increasing interest based on large institutional purchases, unusual options activity, or simply our proprietary lists of trending tickers… there is a lot of overlap.

The bottom line is there are a million ways to skin this cat. Relying on our entire arsenal of data makes us confident that we’re producing the best list each week and gives us more optionality in terms of finding the most favorable trade setups for our clients.

As the market continues to grind higher, we continue to find plenty of new...

This week we're looking at a long setup in the Pharma sector.

All Star Charts is known for its Top-Down analysis. In this process, we begin at the asset-class level to ascertain the best category of investment that matches our reward/risk ratio. This then trickles down to specific instruments of investment on the basis of relative strength and momentum.

Let’s take a look at this procedure in our weekly column, The Top/Down Take, and help you understand our analysis better.

Last time it was Tata Consultancy Services (TCS), but today the stock we're looking at is IndusInd Bank (INDUSINDBK) which has been tearing through the roof since November.

One of the biggest themes in last night's Monthly Strategy Session was the sector rotation we're seeing globally.

In this post, we're sharing two bubble charts that highlight this occurrence and we'll discuss how we're approaching the market going forward.