Portfolio Review: July 2023

Summary Our TLT position contributed significantly to our Model Portfolio’s underperformance in July, offsetting gains in our precious metals’ exposures. We’ll be reviewing our TLT position in an Investment Radar article this week, as the S&P 500/TLT ratio is testing a key resistance level. Potential dollar strengthening due to a decelerating European economy could pose […]

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Weekly Market Roundup | Week of August 7

Key Developments The S&P 500 declined 2.3%, the worst weekly return since March. Energy was the only sector higher, climbing 1.2%, while Tech (-4.1%) and Utilities (-4.7%) lagged. Q2 earnings results were mixed throughout the week, with notable mega caps AMZN beating expectations, while AAPL missed analyst estimates, which pressured the Tech sector. The ISM […]

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2nd-Half Earnings Will Prove Crucial | Banks Keep Tightening| Opportunities in EM

Summary The divergence between the S&P 500 and the Leading Economic Index (LEI) is at record wides while the yield […] To access this content please upgrade to another membership

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Portfolio Update

Initiating 5% Long Position on Turkish stocks (TUR) Target is set at $46, with a stop loss at $29.90 Adding Turkish Equities to Our Model Portfolio We’re initiating a 5% long position on Turkish stocks through the TUR ETF (iShares MSCI Turkey). In a note posted yesterday, we laid out our constructive thesis on Turkish […]

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Bitcoin’s Tug-of-War Between Bull and Bear Signals Leaves Us Neutral

Summary Bitcoin’s current technical structure, low volatility dynamics and potential for idiosyncratic behavior are showing both bullish and bearish signals, […] To access this content please upgrade to another membership

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Weekly Active Setups | MCHI Target 1 Hit | CRM, AAPL, IWM and SPY New Additions

We have four new activations over the past week that have moved from pending to active setups. New Activations Short CRM Short AAPL Short IWM Short SPY Previous Activations Short NFLX Long MCHI (Target 1 Hit) Long MRNA – Stop loss has been hit, active trade removed. Short XLY Long TLT – Stop loss has […]

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Policy U-Turn Could See Turkish Stocks Pivot Upward

Summary Turkey looks poised to tighten monetary policy to quell rampant inflation. It’s signaling resolve to strengthen the lira by […] To access this content please upgrade to another membership

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Weekly Pending Setups Report | New Setups MRK, IWM, XLRE

If you missed it, we provided an introductory video that summarizes the Trader Membership and its strategy. We further went into depth surrounding our view on the potential stop loss levels in this report, and ways we think about entry prices in this report. New Setups Merck & Co. Inc. (MRK) iShares Russell 2000 (IWM) […]

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Investment Opportunities in China and Brazil | Exceptional Technicals on Gold | Outlook on Bonds

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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Weekly Market Round Up | Week of July 31

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 […]

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