Thu December 14, 2023

SPY has violated its uptrend vs. TLT showing how strong the Treasury rally is

TECHNICALLY THE BROAD-BASED PARTICIPATION HIGHER IN MULTIPLE SECTORS IN THE LAST MONTH IS CERTAINLY A POSITIVE HEADING INTO 2024.   WHILE NEAR-TERM RISK/REWARD DOESN’T SEEM FAVORABLE FOR THOSE WITH TIMEFRAMES LESS...

Fri December 8, 2023

Equal-weighted SPY looks likely to outperform SPY in 2024

US EQUITIES AND TREASURIES LOOK TO BE NEAR RESISTANCE, WHILE THE US DOLLAR INDEX HAS BEGUN TO RALLY.  A MAJORITY OF THE MAJOR SECTORS ARE ALSO NOW RIGHT NEAR MEANINGFUL...

Wed November 29, 2023

Technology and Financials both nearing prominent resistance

Due to a technical issue, I was unable to show some of the charts in the video. The remainder of the charts can be found inside my report below. Sorry...

Mon November 27, 2023

December Thoughts: Zig-zag our way to a "soft landing" = YE rally

We discuss: We discuss how upcoming macro data might give conflicting messages on inflation/growth and thus rates could be volatile in Dec, which causes equities to zig-zag.  But ultimately, YE...

Wed November 15, 2023

GRANNY SHOTS: November Super Granny update. High potential names to own for YE rally.

Today, 11/15, we update the top 5 “Super Grannies” and bottom 5 “Sleeper Grannies." We also provide a Macro Update. If you have not yet registered, sign up with the...

Fri November 10, 2023

Despite underperformance to QQQ, Russell still premature to overweight

SPX AND QQQ LOOK TO BE PEAKING OUT FOLLOWING THE LAST 9 OF 10 DAYS OF RALLY, WHICH HAS BROUGHT QQQ UP TO FORMER PEAKS.  AS DISCUSSED PREVIOUSLY, TECHNOLOGY HAS...

Fri October 27, 2023

Is tax-loss harvesting for bond funds pressuring yields higher? While patience needed, some positive divergences seen in CCC-BB spreads and Bitcoin/SPX.

We discuss: how tax-loss harvesting is hitting stocks (expected) but also likely bonds where 13 of 15 largest bond mutual funds down YTD, something essentially never seen.  Divergences of small-caps...

Thu October 26, 2023

VIDEO: Macro Minute: Is tax-loss harvesting for bond funds pressuring yields higher? While patience needed, some positive divergences seen in CCC-BB spreads and Bitcoin/SPX.

We discuss: how tax-loss harvesting is hitting stocks (expected) but also likely bonds where 13 of 15 largest bond mutual funds down YTD, something essentially never seen.  Divergences of small-caps...

Wed October 18, 2023

GRANNY SHOTS: Oct 2023 rebalance +7 adds/-6 deletes. Plus, October Super and Sleeper Grannies. 2023 YTD +19.3% (+543bp vs S&P 500).

On Wednesday, 10/18 , we update the top 5 “Super Grannies” and bottom 5 “Sleeper Grannies.“ If you have not yet registered, sign up with the webinar block below. ________________________________________________...

Thu September 28, 2023

“Baby Steps”-Encouraging progress, but patience likely needed into next week

I apologize for the technical difficulties in my video being sent out yesterday. Yesterday's recording is linked HERE for those that are interested. https://vimeo. com/869333912/cfa8ad52c4? share=copy US EQUITY MARKETS ARE...

Mon September 18, 2023

Equal-weighted SPX vs. SPX reaches lowest levels since 2020

US EQUITY INDICES AND TREASURY YIELDS REMAIN QUITE CHOPPY, BUT THE WEAKNESS COINCIDING WITH YIELDS PUSHING UP STILL LOOKS TO EXTEND THIS WEEK WHICH IS ONE OF THE MORE SEASONALLY...

Fri September 15, 2023

ECB makes dovish turn, risk rallies… a harbinger to when that day arrives for Fed. Removing tactical OW of regional banks.

We discuss: It’s been a data heavy week, but the big news is ECB yesterday and it’s dovish impact on bond markets. Please click below to view today’s Macro Minute (Duration:...