Every weekend, I dig into our insider activity tracker looking for the biggest conviction buys — and this week checked all the boxes: Baker Bros, coal stocks, big software bets, and precious metals.
Base Metals have long been a part of our conversation here. Specifically, the Commodity supercycle has been one narration that you've been reading here since the end of last year. Of course, the trend hasn't been a simple upward motion. It's been ...
This is one of our favorite bottom-up scans: Follow The Flow. In this note, we simply create a universe of stocks that experienced the most unusual options activity — either bullish or...
As is often the case, the Labor Day Weekend has come and gone and some volatility has been reintroduced to the marketplace. And I say: "Welcome back!" with outstreched arms. Volatility = opportunity. Let's get after it.
This week we’re looking at a long set up in the Industrial Manufacturing sector. We're seeing a good move here as more stocks break out from their overhead supply zones.
Here's another one that has grabbed our attention.
We retired our "Five Bull Market Barometers" in mid-July last year to make room for a new weekly post that's focused on the three most important charts for the...
Our Top 10 report was just published. In this weekly note, we highlight 10 of the most important charts or themes we're currently seeing in asset classes around the world.
