When Is It Safe To Buy Tech Again?
Timing Tops and Bottoms: Are We At One Now? This is not the first time I asked that question in a post. In fact, I posted my thoughts on the subject back on January 30th, 2022 – Timing Tops and Bottoms: Are We At One Now? -right after so much excitement circulated around buying tech […]
2022 TOP PREDICTION: Growth To Value Rotation Continues
From Samantha’s StockChartsTV Interview January 6th: One of my favorite rotations to time is from Value to Growth and vice versa. As a Macro-to-Micro analyst, educator and trader, I work to find durable trends to trade with and around for my clients. One such trend has been that of higher inflation, yields and value/cyclical trades […]
Oil as Public Utility
**The following oil analysis was posted by Samantha for LaDucTrading FishingClub and BigIdeas clients in their Slack workspace under #macro-to-micro channel. It was published on Wednesday November 24th during market hours to support her oil short thesis she had been tracking past month and reviewing daily in her live trading room. Prior to the oil […]
Pivoting on Oil: Value Rotation Spike
Growth-To-Value Rotation Spikes Clients know I have been calling a Growth-to-Value rotation since last April and again spoke directly to its continuation when invited 1st of year to present my StockChartsTV 2021 Predictions. JAN 16, 2021 StockChartsTV: 2021 Predictions OCT 9: The Biden Bid Meets Value Rotation AUG 11: Rotation into Value is Underway JULY […]
Gone Fishing Newsletter: 2021 Predictions
I was recently asked to present my 2021 “Look Ahead” for StockChartsTV CHARTING FORWARD 2021, “a yearly market outlook special featuring technical analysis icons Tony Dwyer, Rick Bensignor, Samantha LaDuc, Mary Ellen McGonagle, Craig Johnson and Gina Martin Adams.” STOCKCHARTS TV 2021 PREDICTIONS This is timely in that I see the next year as a […]
SPAC Attack: A Very Special Macro-to-Micro Power Hour Guest Captain Interview
Introductions: A client asked me to do a Guest Captain Macro-to-Micro Power Hour on SPACs (special purpose acquisition companies), so I invited my go-to SPAC expert @sandiegosam to discuss them. Craig introduced me to George Kaufman who has the institutional perspective. His firm sponsors the $CHAQ SPAC among others. The result? An outstanding discussion on SPACs […]
Gold, Silver, Miner Short Update
In follow up to… August 8th, 2020: Gold, Silver and Miners Due A Rest – where I top-ticked Gold’s fall… …to Nov 16th, 2020: Gold Lacks A Short-Term Catalyst – where I recommended pressing short the Gold complex… Here’s why I continue to be bearish Gold and related precious metals like Silver and Miners as recommended […]
Outliers Revert and These Are Outlier Charts
I follow a very articulate bear who is under-the-radar in large part because he is anonymous. Some, like Harry Dent, have been loud bears forever, and @SuburbanDrone may also have been a bear forever, but I have only found him recently when we engaged on twitter a few months ago. I do not know what […]