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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.توسط Kevin Firari
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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 solid rebound in equities and metals, including Gold and Copper. Interest rates find likely support for a move higher. What is a ‘weight of the evidence’ approach? And a potential summer return for Tech and Mega Caps.توسط David Zarling, Ian McMillan
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In this week’s episode, David and Kevin discuss US Equities hangin’ around important levels, normal seasonality for election years and the strongest / weakest 6 months in a 12 month period. Kevin highlights developments in the bond and commodities markets. David touches base on investor behavior while Kevin brings up the importance of understanding…
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In this week’s episode, David and Ian discuss the continued sell off in equities. The Nasdaq and areas such as Tech have been the hardest hit over the last few weeks. Will that continue? Gold and Bitcoin continue to hold up well, even in the face of a rising US Dollar.توسط David Zarling, Ian McMillan
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In this week’s episode, David and Kevin discuss risk-on and risk-off signals from this market. They cover everything from US Equities, the resurgence of commodities (including precious metals, industrial, energy, and soft commodities), currencies, and the credit environment. You will want to tune in as Kevin and David make the case for a bullish Su…
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In this week's episode, Dave and Ian discuss Small Caps pushing higher, although they are still trying to participate on a relative basis. They also discuss metals and mining, Bitcoin, homebuilders, energy, and March seasonality.توسط David Zarling, Ian McMillan
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In this week’s podcast, David and Ian discuss the continued march higher in stocks, a relative rebound from Small Caps, and what to look out for in the coming weeks. Breadth has been light, but maybe not as bad as some have made it out to be. Foreign stocks continue to lag their US peers. And a strong rebound in Bitcoin.…
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In this week's episode, Dave and Ian discuss highlights from the most recent Client First Lunch & Learn. They also discuss stocks reaching all time highs, semiconductors and other technology areas and whether they went too far too quickly.توسط David Zarling, Ian McMillan
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In this week's episode, David and Ian discuss the brand new all-time highs for S&P 500 and what that likely means for stocks going forward, both domestic and foreign. Mega Caps are still leading the way, with Small Caps struggling. Is a repeat of 2023 on the horizon?توسط David Zarling, Ian McMillan
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In this week’s podcast, David and Ian discuss the quiet week in equities and the loud week in the ETF world. Three of the four major indices continue to sniff around previous highs. What does the Bitcoin ETF mean for retail investors and the industry as a whole? Main themes from 2023 have carried on to 2024, despite the fourth quarter trends.…
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In this week's episode, David and Ian discuss the continued strength in equities and bonds, as well as cryptocurrencies. The VIX continues to dwindle lower, along with High Yield Spreads and the US Dollar, all solid tailwinds for the market as a whole.توسط David Zarling, Ian McMillan
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In this week's episode, David rides solo and highlights the continued market expansion we saw this past week. In addition, he touches base on new all-time-highs for several important areas. Finally, the evidence he highlights for continued market expansion is intriguing!توسط David Zarling, Ian McMillan
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In this week's episode, David and Ian discuss the strong move in stocks that we saw in November, and another potential rebound in Small Caps. Gold is moving to all-time highs at $2100/ounce. Also, what are the implications of a VIX below 13?توسط David Zarling, Ian McMillan
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In this week's episode, Ian discusses the flat week in stocks, with big moves in other places such as the US Dollar and Crude oil prices. Stocks remain healthy, with rates potentially rolling over for the intermediate term. Semis outperform, but are joined by a surprise move in Banks. The Russell 2000 continues to find buyers when needed, but there…
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In this week's episode, David and Ian discuss the recovery of old leaders (Tech, Nasdaq) and the lagging once again of Small Caps. Rates and Dollar remain flat. Semis and FAANG names remain near the top. Will the breadth thrusts lead to a substantial move? The table has been set, but we need some more guests at the party.…
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In this week’s episode, David and Kevin discuss major indices moving below important levels, international equities, potential areas of risk-off behavior, market correlations and the US dollar, Bitcoin, and recent movements in commodities.توسط David Zarling, Ian McMillan
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In this week’s episode, David and Ian discuss some topics covered at the quarterly Lunch and Learn, the psychological aspects of recency bias, and various relationships within the bond arena. Stocks took another tumble this week, with the S&P 500 near important support. Interest yields continue to climb, with the 10/2 Yield Curve also making new hi…
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In this week’s episode, David and Ian discuss the continued uncertainty in equity markets. While we should see a ‘seasonal swoon’ around the corner, there is still little evidence that it will come this year. Gold may be perking up yet again, along with a few other metals and commodities.توسط David Zarling, Ian McMillan
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In this week’s episode, David and Ian discuss the weak Seasonality in September and the directional amplification of October. In addition, the highlight the year-to-date returns of most stocks in comparison to the S&P 500. Extensive coverage is given to the most recent breakdown in Treasuries and potential impacts of weak credit going forward.…
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In this week’s episode, David and Ian discuss important levels (areas of interest) on the trade-weighted dollar, trade-weighted yen, long-term treasuries, volatility (VIX), home construction (ITB), Semiconductors, Energy, Apple, and more. While risk-on measurements such as CCC credit spreads and junk bond/intermediate bond ratios remain positive, s…
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In this week’s episode, Ian and Kevin discuss the S&P and Nasdaq remaining within its recent range, while the Russell 2000 is failing to keep up. They also discuss how large cap tech is still pulling a large amount of the weight, with energy starting to participate more. Also, Oil above $85, the continuing rise of the U.S. Dollar and what that mean…
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In this week’s episode, Dave discusses the importance of 16000 on the NYSE composite as well as the normal nature of corrective markets this time of year. He also touches base on important developments in international equities, rates, and the US Dollar.توسط David Zarling, Ian McMillan
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In this week's episode, Dave and Ian discuss the continued uptrend in stocks and the important 4600 price area for the S&P 500. They also discuss the bearish engulfing candle witnessed Thursday and how the Dow continues to move higher.توسط David Zarling, Ian McMillan
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In this week's episode, Dave and Ian discuss maintaining trade above 4180 and the 200 DMA for the S&P 500. They also discuss the strongest and weakest performing sectors in June, AAPL and MSFT, Homebuilders, and how many charts are showing potential moves out of multi-year bases.توسط David Zarling, Ian McMillan
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In this week’s episode, Dave, David, and Kevin discuss the end of the bear market, recent improvements in breadth and participation, the relationship between small caps and tech, equal weight versus cap-weighted indices, and which international areas are still showing strength.توسط David Zarling, Ian McMillan
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