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In this week’s episode, David and Ian flashback to the Whaley and Zweig Breadth thrusts from one year ago. They highlight October’s historical volatility except for a scary October 31st. In addition, they touch base on bonds, crypto, and the 6-month path forward.
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In this weeks episode, David and Ian discuss seasonality, the upcoming election, biases, how you shouldn't fight the trend, Bitcoin, and Argentina.
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Fehlende Folgen?
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In this weeks episode, David and Ian discuss the continued strength from markets, despite underperformance from the Tech sector. Treasuries took another hard hit this week. Crude and Gold move higher, despite strength from the US Dollar.
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In this weeks episode, David and Ian discuss the strong performance seen from China, recent movements in Energy and the U.S. Dollar and what that means for the equity markets, developments in Retail, and keeping is simple with using technical analysis.
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In this weeks episode, David and Ian discuss the new highs in multiple areas across the market, the "interesting" reaction in interest rates after the Fed cut, and the big week for China. Also, if Tech isn't leading the market higher, where is the strength coming from?
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In this week’s episode, David and Ian discuss the continued uptrend in stocks, what type of appetite we are seeing in Bitcoin, and potential scenarios over the next 12 months.
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In this week’s episode, Ian and Kevin discuss the S&P being flat this week, risk off areas in fixed income, if recent movement in Utilities and Staples contradicts the risk off view, the Japanese Yen and Nikkei, and recent performance of value areas like Financials, Materials, and Industrials.
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In this week’s episode, David and Ian discuss the continued strength from equities, gold, and what a falling dollar means for an array of assets.
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In this week’s episode, David and Ian discuss the market rebound above 5400, the long-term environment, and the concept of a “broad market”. Is Growth vs. Value the same for all pieces of the market? What have been the ripple effects of a weak dollar? Is “insider” selling something to concern yourself about?
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In this week's episode, David and Ian discuss the gap down in the S&P 500 on Monday, the increase in volatility, election year seasonality, and the recent move in the Nikkei.
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In this week’s episode, David rides solo and provides an important update after seeing the start of August off to its worst start since 2002. With plenty of outside uncertainty (assassination attempts, Presidents removing themselves from consideration, Crowdstrike server outages, Venezuela uprising) it is important to focus on price. In this episode, David highlights the current market environment including important market levels to pay attention to.
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In this week's episode David and Ian discuss recent performance of the major indices, the notable 2% down day witnessed this week, emerging sectors and industries like financials, the presidential election and seasonality, and international equities.
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In this week’s episode, David and Kevin discuss the origin of Fish in Barrel, the once in 1.3 Million year event that took place this week, the efficiency of markets, and the significance of this week on the rest of the year.
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In this week's episode, Ian and Kevin discuss the continued dominance of mega caps, the continued non-relevance of small caps, consolidations in industrials, financials, and healthcare, recent performance in commodities, and Bitcoin breaking down.
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In this week's episode, Ian and Kevin discuss breadth and the continued thin nature of this market. They also touch on sector relative strength, metals and miners, the Yen, and the U.S. Dollar.
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In this week’s episode, David and Ian discuss the continued strength from Tech and Semis, the potential breadth flush, and weakness overseas.
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In this week’s episode, Ian and Kevin discuss the continued dominance from large cap tech names like AAPL and MSFT, while discussing the relative underperformance from the rest of the sectors. They also cover the recent performance of international areas, how bonds are starting to show signs of life, the US Dollar, and Japanese Yen.
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In this week’s episode, David and Ian discuss the continued opportunity cost of owning Small Caps, lack of risk parity in Treasuries, the trade weighted dollar, credit spreads, sector analysis, and market breadth deterioration.
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