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From the desk of Willie Delwiche.

We’ve been on the lookout for evidence of breadth improvement and the new high lists this week have given us plenty of it. The 63-day (3-month) new high lists for small-caps and mid-caps have heated...

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Observations

From the desk of Steve Strazza @Sstrazza and Ian Culley @Ianculley

The outperformance from commodities this year has been hard to ignore.

Over the trailing 52 weeks, the CRB index is up over 56% and our equal-weight commodity...

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Commodities
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Strazza
Mystery Reveal
Ian
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From the desk of Steve Strazza @Sstrazza

When investing in the stock market, we always want to approach it as a market of stocks.

Regardless of the environment, there are always stocks showing leadership and trending...

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Stocks
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Strazza
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If we're truly entering into a new crypto bull market, trend-following strategies are the only game in town.

Forget all the rotations taking place because we're entering into the "sit on your hands season."

Overtrading and...

Crypto

From the desk of Willie Delwiche.

Key Takeaway: There’s nothing more bullish than new all-time highs, and there was plenty to go around as we reviewed our monthly charts over the weekend. It’s no wonder that optimism is...

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sentiment
Sentiment Report

From the desk of Steven Strazza @Sstrazza and Ian Culley @IanCulley

We’ve been pounding the table about rising rates for over a month now.

It’s hard...

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bonds
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Strazza
Ian
Bond Report
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I spent the whole day yesterday in New York City talking to smart people about Crypto, NFTs and everything surrounding this entire space.

My conclusion?

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From the desk of Steve Strazza @Sstrazza 

The January Effect posits that financial markets experience a seasonal anomaly in the beginning of each year whereby stock prices tend to rise more than in any other month.

But...

Stocks
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seasonality
Strazza

It's hard to ignore when the second-largest component of an asset class makes all-time highs for the first time in 6 months.

That's exactly what Ethereum has done, and Bitcoin isn't too far off.

 

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Crypto
Crypto Blog
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Ok, so technically Microstrategy $MSTR is not a bitcoin ETF.

But for those of you paying attention to this space, you know that the CEO Michael Saylor has gotten very long and very loud about his company investing significant portions of its...

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