In this week's episode, David and Ian discuss the recent pullbacks to election gaps, and those sectors that held their gaps and reclaimed 50 day moving averages. They also discuss the current state of the growth versus value relationship and recent moves in commodities. 

In this week's episode, Ian and Kevin discuss the major indices and sectors that are either testing their election gaps or are already through their election gaps. They also discuss areas of the market below 200 day moving averages, recent moves in bonds, strong dollar, gold, commodities, and international equities. 

In this week's episode, David and Ian review the market developments witnessed in 2024, the start to 2025, the Santa Claus Rally, the U.S. Dollar, and the relationship between gold and U.S. equities. 

In this week's episode, David and Ian discuss market results thus far for 2024, the 93% down day witnessed on Wednesday, market breadth, board games, and the benefits and advantages of trend following.

In this week's episode, Ian and Kevin discuss the recent developments in growth versus value in equities, resurgence of mega cap names, November 6th election price gaps, cryptocurrencies, and the U.S. Dollar. 

In this week’s episode, David and Ian discuss seasonality between Election Day and Inauguration Day, the best six-month period of the year, Bitcoin, and the potential resurgence of Large Cap Tech stocks. They also touch base on potential warning flags for this current market uptrend. 

In this week's episode, David and Ian discuss Bitcoin's post-election rise, performance of momentum funds, Mega Cap Tech stocks, the US Dollar and Gold relationship, and the potential for a relative bottom in commodities. 

In this week's episode, Ian discusses the recent price action from the major indices following the post election jump last week, continued strength from Bitcoin, and the outlook for Large Cap and Small Cap stocks. 

In this week’s episode, David and Ian discuss the initial market reaction following the election, seasonal expectations, and a healthy mindset to have around politics and your portfolio.

In this week’s episode, David and Ian flashback to the Whaley and Zweig Breadth thrusts from one year ago. They highlight October’s historical volatility except for a scary October 31st. In addition, they touch base on bonds, crypto, and the 6-month path forward.