Stocks & Bonds

Mid-week update: We provide two additional Pending Setups that we screened as having divergences this week. As a side note, we wanted to address comments on stop losses already being hit. The stop losses placed on our charts are only suggested for setups once they become active. An Active Setup starts once a Pending Setup […]

Introduction: We’re very excited for the launch of the new Trader Membership. In this video, you can learn about the trading strategy for this new product. Below we provide our first Pending Setups report, that covers all the assets that we currently screen as having a bullish or bearish divergence, leading to potential short-term trading […]

Summary Our Model Portfolio underperformed in June, driven by weakness in precious metals as investors priced in a higher likelihood of a higher-for-longer interest rate regime. We continue to believe that a recession will be getting priced in by financial markets in 2023 and expect our portfolio to significantly outperform the S&P 500 in the […]

Summary Our defensively-positioned Model Portfolio underperformed the S&P 500 in May as the market cut down the probability of recession, that we expect to hit in the second-half of this year The drawdown in precious metals provided us with an opportunity to add Gold Miners (GDX) and Silver (SLV) to our recession-themed book at favorable […]

Performance Our Model Portfolio was up 0.5% April, underperforming the S&P 500 (1.6%), a 60/40 portfolio (1.2%) and a global asset allocation fund (0.8%). [1] For the year through April, our portfolio is up 11% compared to the S&P 500’s 9.2% rise. The top drivers of the Model Portfolio’s performance in February were SLV (Silver), […]

Performance Our model portfolio generated a gain of 2.7% in March, outperforming a global asset allocation fund (2.3%) while underperforming the S&P 500 (3.7%) and a 60/40 portfolio (3.2%). [1] For the year through February, our portfolio is up 10.5% compared to the S&P 500’s 7.5% rise. The top-5 drivers of the model portfolio’s performance […]

Here’s January’s Monthly Portfolio Review video: Launching the Monthly Portfolio Review Series We’re launching the Monthly Portfolio Review series to review our model portfolio launched in September on a monthly basis. The Monthly Portfolio Review series will cover the following topics: Performance Changes to the Portfolio Portfolio Positioning and Outlook In future publications we’ll strive […]

Here is today’s premium video:   In the previous lightning report, we highlighted the likelihood of seeing the SP500 pullback […] To access this content please upgrade to another membership

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The SP500 saw a 3% jump during Jerome Powell’s speech with high volume. By itself this is a bullish development […] To access this content please upgrade to another membership

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Here’s the video version of the article: Summary Industrial stocks have outperformed the S&P 500 by 10 percentage points since […] To access this content please upgrade to another membership

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