Month: June 2022

Summary: Real interest rates and the dollar went up significantly this year. These outcomes usually lead to a drop in […] To access this content please upgrade to another membership

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Summary: Extreme oversold readings triggered a strong bounce in equities. Bullish daily divergence is promising for a stock market recovery. […] To access this content please upgrade to another membership

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Summary: Financial markets pricing in economic deceleration. Weakness in commodities is beginning to weigh on inflation breakeven rates. Breadth indicators […] To access this content please upgrade to another membership

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Summary: The underperformance of tech this year is a rare occurrence by the standards of the last several years. We […] To access this content please upgrade to another membership

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The chart below shows the SP500 yearly percentage change (red) against the manufacturing PMI. This complements the chart highlighted in the video (financial conditions vs PMI). The story this chart paints is one of excessive pessimism regarding economic activity over the next few months. A huge part of the economic deceleration that will likely be […]

Dear Members, We have some excellent news for you! First, we are pleased to announce that three talented recruits have joined the Game of Trades team! We welcome them and are convinced that they will bring an additional dimension to the research and the offering of our service. As we highly value our community, we […]

Premium episode:   Here are two of the breadth charts that are covered in the video highlighting the lack of […] To access this content please upgrade to another membership

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Summary: Consumer sentiment is at all-time lows and stagflation fears abound. But in nearly 70 years of data the equity market has generally done well when consumer pessimism has been this bad. We assessed the health of the consumer and believe there is a good chance they’ll ride out the inflation storm. While goods spending […]

Here is today’s Youtube video covering the recent price action developments. See additional premium update below:   Following the elevated […] To access this content please upgrade to another membership

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This week’s content will include: An in-depth historical backtest of similar macro backdrops from which we derive the ideal stock […] To access this content please upgrade to another membership

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