The Weekly Trend

In this week's episode, David and Ian discuss whether Small Cap and Value stocks are here to stay, Gold and Copper, and China. David reviews the Yield Curve. And Ian discusses "Trump stocks" and "Biden stocks". Also, a review of 2016 and a reminder than anything can happen no matter who wins.

In this week's episode, David and Ian cover another week of indecision in equity markets, which sectors (and industries) are leading and which are lagging, and media "fear factories". David discusses the need to take each chart on it's own merit. And Ian provides some insight on how the Adaptiv team measures it's alpha.

In this week's episode, Ian is on a well deserved vacation, so Dave provides a brief update on the market developments from this past week. He also discusses the significance of Episode 23, "The Market Moves On",  which was published on June 6th, 2020, and asks listeners to tune in to a replay of Episode 23, while keeping in mind the context of the current market environment.

In this week's episode, David and Ian discuss the great (and then not-so-great) week we had in equities, the recent headline noise, and US Treasuries. David discusses opportunity costs and alpha erosion. And Ian asks if Utilities are really a "bond proxy".

In this week's episode, David and Ian discuss the recent indecision in both stocks and bonds, mixed signals in the high yield space, and the surge we saw this week in the US Dollar. David discusses loss aversion behavior. Ian gives his thoughts on the  new wave of retail involvement. 

In this week's episode David and Ian discuss the continued weakness from two major indices, the abundance of demand for stocks related to the Agriculture space, and the relative strength from Small Caps we have seen during this correction. Dave talks about non-confirming divergences. And Ian gives his thoughts on where the Dow would be if Apple hadn't split. 

In this week's episode, David and Ian cover lines in the sand for the major indices, waning momentum in a few major relationships, and the strength from Transports. They also discuss one sector of the market that hasn't gotten a lot of attention. David touches on continuing to avoid Energy stocks and Ian gives an outlook on what the market could look like if Growth/Tech continue to lead...

In this week's episode, David and Ian discuss the hard correction we saw in the equity indices this week, the rising VIX, interest rates, and where the overall market environment now stands. David also takes some time to cover whether the idea of rotation is justified. Ian draws similarities to the market with "maps versus the reality of the the terrain".

In this week's episode, David and Ian cover the continued strength in Growth, what it would take to become interested in Small Caps, and the correlation between volatility and stocks. David discusses the concept of "low" volume coming out of a major bottom, and Ian asks the question "Who is more bullish: the Pros or the Joes?"

In this week's episode, David and Ian discuss the strength in FAANG (and FAANG-like) stocks, "bubbles", and stock splits. David also gives his thoughts on loss aversion and market amnesia. And Ian asks the question "Is Tesla an emotional short squeeze?" What's going on in Lumber? Are we in a period similar to the mid 90s in regards to equities? And Zach Greinke's...

In this week's episode, David and Ian discuss the recent move in interest rates and the implications that could have on Banking stocks, the correction in Precious Metals, Fall Seasonality, and overall market breadth. 

Panel discussion excerpt from the January Lunch n' Learn with clients. Dave and Ian discuss the problems with investment portfolios built for cash flows into today's environment, election year seasonality, market volatility, and their outlook for the remainder of 2020.

In this week's episode, David and Ian discuss the indices moving above their respective June highs, weakness in the US Dollar, a potential rotation into Industrials and Transports, and what the future holds for precious metals and miners.

In this week's podcast, David and Ian discuss the separation between Growth and Value stocks, why reactions to earnings matter more than the numbers, what the Apple split means for the Dow Jones, and sentiment between the 'Pros and Joes'. 

In this week's episode, David and Ian discuss the recent moves in precious metals, semiconductors, and U.S. Treasuries. They also discuss the possible opportunity cost of intentional diversification within portfolios and current lines in the sand. 

In this week's episode, David and Ian discuss the continued sideways market action here in the US, what the strength in Copper and Lumber and could mean, and some thoughts on the widely-used "pain trade" theory. 

In this week's episode, Ian discusses the current sideways price action we have seen over the last few weeks and the continued leadership in Growth areas. He also covers some of his personal views on technical analysis, why he believes it's the best approach to analyzing publicly traded assets, and his favorite concepts that fall under the technical analysis umbrella.

In this week's episode, David and Ian review the craziness that we encountered in the first half of 2020, strength in Chinese equities, the rotation back into Growth/Tech, 3rd Quarter seasonality, and the risk/reward relationship of being professional investors who practice active portfolio management. 

In this week's episode, David takes a few minutes to discuss the many important developments that took place over this past week. After this update, please stay tuned for a replay of the podcast episode aired on March 28th, which took place just after at an important market bottom. During the recording of this episode, it was unknown that this point would mark the bottom of the market. We thi...

In this week's episode, David and Ian discuss the ranges we are currently seeing in many indices and other assets, Chinese equities, debunking myths about retail trading, where Treasury yields stand, and the continued strength from Tech and Tech-like areas,

In this week's episode, David and Ian discuss a resurgence in the volatility and the VIX, island reversals and failed breakouts, current lines in the sand, and what a potential short-term (or long-term!) correction could potentially look like. 

In this week's episode, David and Ian discuss the continued tilt we are seeing towards Small Caps and Value stocks, increased interest in Foreign equities, why many particpants are looking for the wrong clues from volume, and how biases from the media can allow us to make untimely market decisions. 

In this week's episode, David and Ian discuss the continuation of rotation among various areas of the market, new achievements in breadth, the best two months since 2009, and why a lot of the "data mining" that goes on should be taken with a grain of salt.

 In this week's episode, David and Ian discuss the recent choppy market, Sector rotation, Small Cap participation, and where the major indices need to go next to extend this rally.

In this week's episode, David and Ian discuss where various indices have gone over the last 2+ years, the lack of participation from Financials and Industrials, strength in Biotech and Software, and why price levels can tell us so much about behavior.