The Weekly Trend

In this weeks episode, David and Ian discuss the recent uptick in market “noise”, surging Commodity prices, and similarities to 2011. In the second portion of the podcast, they discuss September Mont…

In this week's episode, David and Ian discuss how it's more of the same from small caps, breadth, rates, and the Dollar. They also discuss how materials and industrials look the weakest, steel stocks…

In this week's episode, David and Ian discuss how small caps are still within a trading range, the compression in treasuries/rates, lack of movement from Banks, and Japanese equities. They also discu…

In this week’s episode, David and Ian highlight the improved participation of stocks overall, demand for risk-on instruments, and the potential Dollar tailwind for many asset classes, including Crypt…

In this week’s episode, David and Ian discuss the continued focus on the US Dollar, Cybersecurity stocks, the Gambling industry, and Small Cap Growth. Ian gives his thoughts on the “impossibilities” …

In this episode, Ian and Dave give Commodities their due time. Base Metals. Industrial Metals. Precious Metals. Energy. Grains. Not all commodities are the same. They discuss how markets and access h…

In this week’s episode, Ian discusses the continued lagging performance from Value stocks, the strength from Semiconductors, a potential resurgence in Cryptocurrencies, and where we can look within t…

In this week's episode, David and Ian discuss market breadth, all time highs for the S&P 500 and the Dow, with a lacking participation from the Russell 2000 and international equities. Ian discusses …

In this week's episode, David and Ian discuss the continued build-up of red flags, Utilities and Staples, and 2nd half seasonality. Dave gives examples of pair trades that have worked in previous mar…

In this week's episode, David and Ian discuss weakness in Foreign stocks, Mega Caps, longer-term views of the major indices, and precious metals. 

In this week's episode, David and Ian discuss the thin market and participation we are seeing, foreign stocks, FAATMAN, and Q3 seasonality. David takes a deep dive into MA breadth and Ian gives his t…

In this week's episode, David and Ian discuss investor sentiment, stealth corrections, Crude Oil doing its own thing, and the behavioral fallacies around stubbornness in trading. Dave covers High Bet…

In this week's episode, David and Ian discuss whether the move to Large Cap Growth is a risk-on play or a safety trade, interest rates continuing to roll over, Dollar strength, and the Commodity coll…

In this week's episode, David gives a shout-out to all the teams at Client First doing a great job to help people secure the financial confidence they deserve. Then a special guest helps David review…

In this week's episode, David and Ian discuss leadership within semiconductors, the Nasdaq 100 relationship relative to small cap, and the US dollar. They also discuss the recent moves in oil, precio…

In this weeks episode, David and Ian discuss the six weeks of sideways action for the S&P 500, summer seasonality, high yield bonds, and Commodities taking a hit. Both give a renewed outlook on crypt…

In this week’s episode, David and Ian discuss the incredible strength that continues from Large Cap Value stocks, Industrials stocks, and levels of interest on the major indidces both here in the US …

In this week’s episode, David and Ian discuss the trends in Basic Materials and Base Metals, Commodities, and how a weak US Dollar should continue to be a tailwind for these types of areas. David giv…

In this weeks episode, Ian discusses the indecision from the market over the last 2 weeks, the bounce back in Energy and Financials, and what could be on the horizon for the US Dollar seasonality-wis…