It could finally be time for GLD to shine (Market Video Update)
After a long and dormant period for gold and the GLD etf, the macro environment as well as the charts now point to greener pastures for the shiny metal.
Bullish copper and copper stocks (Market Video Update)
The price of copper, like many commodities has had a good run through a multi-year lens. But a much larger trend could be in the early stages of unfolding. This would not only benefit the price of copper but also copper mining and copper related stocks.
The strongest sectors right now (Market Video Update)
What are the strongest and weakest trends in the stock market and other markets right now? Let’s rank them quickly using our Market Rover. Remember, the trend is your friend until it ends.
Short tech and long energy is our trade (Market Video Update)
Over the past couple of months the average tech stock is down 20% while energy stocks as a sector are up 25%. That is a giant divergence of performance. One can be better prepared for the correct asset allocation with a straightforward trend following approach.
This is no longer a bull market (Market Video Update)
After almost half of Nasdaq stocks have gotten cut in half over the past 12 months some investors still treat this like a bull market. This is not what bull markets look or act like.
Metals & Mining Stocks on the Rise (Video Market Update) (Market Video Update)
After a dormant period for many metals and mining stocks, they now look primed for a break higher while the broader market remains choppy at best.
Your Portfolio is Highly Correlated to the S&P 500 (Market Video Update)
Most people’s portfolios are so highly correlated to the S&P 500 that unless the S&P goes higher each year, they simply don’t make money. There are ways to break this correlation however.
Shares of DE are in a breakout holding pattern (Market Video Update)
The average stock in the S&P 500 is increasingly outperforming the Nasdaq 100. To wit, shares of Deere (DE) are not so coincidentally tracing out a breakout pattern worth paying attention to.
Three ways to play defense in the stock market right now (Market Video Update)
Just like in sports, playing good defense in the stock market is crucial for longer term success. In this video I lay out my three favorite ways to play defense in the stock market right now, and the pros and cons of each.
PSX and VLO have more upside potential as energy rallies (Market Video Update)
Energy remains our favorite sector in equities to be allocated at this juncture. And with the price of oil still making higher highs, stocks such as PSX and VLO look to have more upside potential as well.