The Weekly Trend

In this week’s episode, Ian and Dave discuss the overall mixed bag market we are currently seeing. It truly has been a market of winners and losers. They discuss overhead supply as well as the contin…

In this week’s episode, Ian and Kevin discuss the themes we have seen take place this week, including continued momentum in some very key areas. Many individual stocks are setting up,  but will that …

In this week’s episode, David and Ian discuss the hot debate regarding “what is a recession?”, the bullish thrust we saw this week from equities, and what areas have been leading (and lagging) during…

In this week's episode, Ian, Dan, and Kevin discuss inflation hedges like gold and silver, the U.S dollar versus other major currencies, commodities since the Russian invasion of Ukraine, the recent …

In this week’s episode, Ian and Dave discuss relative relationships and the implications of these relationships going forward. Semiconductors and financials provide some key information this week as …

In this week’s episode, Ian, Dave, and Dan discuss the big picture when it comes to trend identification, some high-level perspectives as well as behind the surface items such as credit spreads, trea…

In this week’s episode, Ian, Dan, and Kevin discuss the market action over the previous week. Including the poor performance of energy, metals, grains, and semiconductors. They also discuss Bitcoin, …

In this week’s episode, Dave and Ian discuss the “final” sectors finally seeing selling pressure, the Russell giving up all of its post-Covid gains, retail drawdowns, and the VIX. Energy stocks and c…

In this week’s episode, David and Ian cover the dramatic sell-off we saw to end the week in stocks, the differences between the March and June rallies, and what areas showed relative strength/weaknes…

In this weeks episode, David and Ian discuss the falling US Dollar and whether it could be a tailwind for stocks here domestically and around the world.  They also dive into the potential for a count…

In this week’s episode, David and Dan dissect many of the market nuances we have seen over the past couple weeks, as well as further implications for the broad market if we do not see stabilization s…

In this weeks episode, David and Ian discuss the wild intraday swings we have seen over the last week, the VIX, failures amongst defensive areas, and the fallout in crypto. Will be see a bounce in th…

In this week's episode, Ian and Kevin discuss the recent daily swings within the market and how Energy and Commodities continue to be the only areas holding up. They also discuss the US Dollar, marke…

In this week's episode, David, Ian and Dan review some of the broader topics from their presentation to clients this week, the persistent relative strength from defensives, and the negative breadth t…

In this week's episode, David and Ian discuss how commodities and energy stocks are turning up again after some consolidation. They also discuss metals and mining, consumer staples, if there is a for…

On this week's episode, Ian and Dan discuss the wild month of March and a rollercoaster Q1 in general. While breadth has improved, lack of strength from areas like Semiconductors and Banks are somewh…

In this week's episode, Pratty joins Dave and they discuss SPX vs TLT, the concept of relative strength during a correction, taking long and short positions in this market, mega cap growth vs small c…

In this week's episode, the team covers the continued breakdown in treasuries, along with a potential breakdown between Junk Bond and Short Term Treasuries (JNK/IEF). They also discussed recent Count…