In this week’s episode, David and Ian discuss areas of the market moving out to recent or all time highs, an update on small caps, the proposed change to earnings reports, rate cuts, areas of positive performance in underperforming sectors, precious metals, and emerging markets. 

 In this week’s episode, David and Ian discuss how precious metals and precious metals miners continue to do well, homebuilders are showing strength, lumber continuing to move lower, whether this is a start of a larger move in Biotech, areas of strength within small caps, moves in interest rates, and other areas of the market that are consolidating.  

 In this week’s episode, David and Ian discuss financials going out to all-time highs, a review of August seasonal expectations versus actual performance over the month, the consolidation within the technology sector with industries like semiconductors, an update on precious metals and precious metals miners. They also discuss the areas of industrials that are performing well, like aerospace related companies, and they also discuss the areas abroad that continue to perform well. 

 In this week’s episode, David and Ian discuss the fear in the market going into today's large move to the upside. They also discuss the things confirming the thesis that the market will continue to move higher, how small caps are potentially bottoming on a relative basis versus large caps, and international areas of the market starting to show signs of relative strength again.  

  In this week’s episode, David and Ian discuss the move in small caps this week and the 80% upside day, Dow Jones trying to move to all-time highs, international areas that are still showing strength, crypto participation and divergence, and how important it is to simply participate in the current trend rather than trying to time market tops and bottoms.  

 In this week’s episode, David and Ian discuss the reduction in Breadth, recent moves in AAPL and LLY, continued performance of momentum, continued bearish sentiment, and what is going on with precious metals.  

In this week’s episode, David and Ian discuss the down start to August, seasonality, market breadth, the increase in the put/call ratio and the VIX. They also discuss areas that are showing relative strength and relative weakness, like growth vs. value, high beta vs. low volatility, and momentum. They also discuss how the overall trend in the market remains up, precious metals and industrial metals, Bitcoin, and fixed income updates. 

 In this week’s episode, Ian and Kevin talk about the continued signs of risk-on behavior, like growth versus value, Bitcoin continuing higher, alt coins moving higher, international areas of fixed income, and convertible bonds. They also discuss how Chinese equities are beginning to look interesting, the Russell 2000 and return contribution rates.  

In this week’s episode, David and Ian discuss what it means to be at all-time highs, the recent breakout for Bitcoin, how precious metals have performed recently, international equities, and what sectors of the market are currently "hands off" and which ones are performing well on a relative basis. 

In this week’s episode, David and Ian discuss the areas of the market going out to new all time highs, certain relative relationships, like high beta to low volatility and growth versus value. They also discuss how although growth areas like technology are currently leaders, other areas of the market are still participating to the upside, a weak U.S. Dollar, interest rates, risk on areas of fixed income, and Oil.