There are plenty of ways to take apart and dissect the move in the bond market that accelerated over the past week. From an investment perspective, if the 11% YTD decline in TLT holds, Q1...
Our Top 10 report was just published; our weekly report highlighting the best 10 ideas and respective charts we are seeing across the markets this week.
Some of us are old enough to remember a time when Value stocks were the place to be. The kids these days look at me like I'm nuts when I talk to them about banks and energy stocks!
Something we’ve been working on internally this year is using various bottoms-up tools and scans to complement our top-down approach. One way we’re doing...
I've been incredibly fortunate to travel and learn from other cultures over the years. The tools and strategies I've picked up during my experiences in Singapore, Hong Kong, London, Tokyo, Taipei, Dublin and many...
We've been talking about Commodities and a possible upcoming supercycle in this asset class.
The reason we're inclined to this view is that we're seeing signs of this on several different charts across the globe. Now when that happens, we've...
Oh wait, not that kind of platinum. We're talking about the metal. The guys on the ASC team are starting to get pretty geeked out about the metals space --- with good reason. Prices. Are. Breaking. Out. Sometimes it's just...
What we do here is take a chart that's captured our attention and remove the x/y-axes as well as any other other labels that'd help identify it. This...
Key takeaway: Optimism remains elevated when looking at investor positioning (equity ETFs have seen a quarter trillion dollars of inflows since the end of Q3) and demand for call...
