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The USDJPY/XLF ratio has been an excellent tool for timing moves in the financial ETF - XLF.  It has hit a pretty important BUY pattern which, in the past, has caused resistance for financials.

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From the desk of Willie Delwiche.

Stocks have rallied off of their mid-June lows, but it goes without saying that 2022 has still been a year marked by volatility and an absence of strength. In fact it has been historic (or nearly so)...

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From the desk of Ian Culley @IanCulley

Commodities have been on the ropes for more than a month. As for commodity stocks, they’ve been under pressure since...

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Commodities Weekly
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From the desk of Steve Strazza @Sstrazza

Our International Hall of Famers list is composed of the 100 largest US-listed international stocks, or ADRs. We’ve also sprinkled in some of the largest ADRs from countries that did not make the...

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From the desk of Steve Strazza @Sstrazza

It’s been a while since we had two long ideas from The Hot List in a single week. 

But with markets in rally mode for the past month, we’ve had some strong stocks pop up on our scan....

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Inside Scoop
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Base Metals have been correcting off late and tearing through their support zones. Agricultural commodities on the other hand have displayed resilience during this market correction. While prices have moved lower, the inherent strength is still...

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Rashmi Bhatnagar

Immunocore Holdings $IMCR appears on our list for the second day in a row, as General Atlantic LP filed a 13D revealing an ownership stake of 11.50% in the biotechnology company.

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The Hot List

You see what happens when the US Dollar isn't ripping higher every day?

I wasn't ...

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From the desk of Ian Culley @IanCulley  

Buying bonds is finally becoming an attractive proposition again.

For months, we’ve noted the lack of confirmation from intermarket ratios such as...

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From the Desk of Louis Sykes

Whenever we have any discussion about approaching this market from the long side, we're quickly stumped.

In the current tape, there's just so much supply to work through that there's no reason for...

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Crypto

The largest insider transaction on today’s Hot List is a Form 4 filing by Nimish P. Shah, who reported an additional purchase of roughly $1.4 million of Tricida $TCDA.

The only 13D on our list today was filed by Baker Bros Advisors LP.

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The Hot List

One thing we know about markets is that breadth thrusts tend to cluster together near the beginning of new bull markets.

Breadth thrusts are NOT signs of exhaustion. They...

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