Month: July 2023

Here is today’s premium video covering: Technicals on Chinese stocks following our addition to the model portfolio Technicals on Brazilian […] To access this content please upgrade to another membership

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Key Developments The S&P 500 rose 1.0% last week with Communication Services (+6.9%) the prominent sector leader while Real Estate (-1.8%) and Utilities (-2.0%) lagged. META Q2 earnings report topped estimates on both revenue and EPS, while revenue guidance for the third quarter was also above expectations, helping buoy sentiment for the broad market and […]

Summary One of the key divergences in macro today is that between a surging stock market and a contraction in […] To access this content please upgrade to another membership

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Summary Technology sector EPS expectations have increased but the majority of gains have been valuation-driven. With high expectations priced in, […] To access this content please upgrade to another membership

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We have four new activations over the past week that have moved from pending to active setups. Regarding entry prices for activations, we wanted to be clear that there is no one entry price for each trade. The activation of trades is based upon price breaking above or below the relevant trendline, but members can […]

• Initiating 5% Long Position on Chinese stocks (MCHI) Adding Chinese Stocks to Our Model Portfolio We’re initiating a 5% long position on Chinese equities through the MCHI ETF. In a note posted about a month ago we laid out our investment thesis for Chinese stocks. We believe they offer significant upside if the authorities […]

Summary Brazilian stocks are at a potential inflection point as the central bank (BCB) looks poised to begin a rate-cutting […] To access this content please upgrade to another membership

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Our list of Pending Setups below also includes the setups’ historical status. This means labeling the setup as a new addition, continued pending, switch to “active”, or if an asset moved back to “monitoring” due to divergence no longer present. We also highlight the new setups below. Active setups will not be shown on this […]

Introduction Introducing the “Weekly Market Roundup” – your weekly market brief. This report is easy-to-digest and reviews important developments of the prior week, what to watch for in the week ahead and cross-asset market performance. We appreciate any feedback regarding this new product, so please leave any recommendations in the comment section below. We will […]

Launching the Investment Radar We’re launching our Investment Radar product today that will be replacing our Macro Notes. The Investment Radar will continue to leverage the same tools from our Macro Notes: fundamentals, valuations, macro, technicals and quantitative analysis in service of providing investment ideas. Like the Macro Notes, the Investment Radar product will help […]