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

Procyclical commodities have attracted all the attention this year as inflation and rising rates have driven prices considerably higher.

But,...

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Ian
Commodities Weekly
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From the desk of Steve Strazza @Sstrazza

Our International Hall of Famers list is composed of the 50 largest US-listed international stocks, or ADRs.

These stocks range from some well-known mega-cap multinationals such as...

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International Hall Of Famers
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From the desk of Steven Strazza @Sstrazza and Grant Hawkridge @granthawkridge

While breadth has improved in recent weeks and months, the bulls still...

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Grant
Breadth Breakdown
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From the desk of Willie Delwiche.

Plenty of time is wasted and much virtual ink is spilled pulling apart and putting back together various pronouncements by the Federal Reserve and other central banks. With an FOMC meeting on tap,...

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Observations

The team is out with a bearish piece on US Treasuries this week. Have a read. In it, they lay out the case why we should be looking to position for further downside...

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

Long-term interest rates have taken a hit this week, while the short end of the curve has continued higher. When we zoom out a bit, yields have been rising across the...

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Ian
Bond Report
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From the desk of Steve Strazza @Sstrazza

Welcome to the 2 to 100 Club.

We use a wide variety of bottom-up tools and scans to complement our top-...

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From the desk of Willie Delwiche.

Key Takeaway: There are plenty of adages to remind us that evidence of optimism re-emerging as stocks rally is neither surprising nor necessarily harmful to the health of the rally. When...

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Sentiment Report

Feels good to be back from vacation! And I'm glad to see the stock market fared nicely while I was gone.

Looking around, we're seeing lots of fresh setups. But with earnings calls on deck, I'll have to be patient with many of my favorite ideas...

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

Crude oil has stolen the show, as it’s up more than 28% from its August lows.

What started as a questionable breakout has turned into a full-fledged rally --...

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Currency Report
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