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-wise. Ian also covers the one area of Foreign markets that have stood out. Also, what could Year 2 of this bull market look like, based on previous recoveries? And finally, Ian gives his thoughts on why reactions to earnings reports and more important than the reports themselves.

In this week’s episode, David and Ian discuss the potential return to strength for Small Caps, the outperformance in Healthcare, and a debate over what’s next for the Commodities complex. Ian covers REITs and Financials. David gives his thoughts on differences in seasonality for 2021. Also, what could the Equal Weight S&P 500 be telling us about the coming weeks?

In this week’s episode, David and Ian discuss the sustained strength from Large Cap stocks across all industries, a potential intermediate term top in interest rates, commodities, and crypto currencies. Ian covers the broad participation we are seeing in US stocks outside of Energy. David gives his thoughts as to breadth across the major indices. And with short-interest on stocks where it was in late 2008, is that fuel for the fire going forward?

In this week's episode, Ian discussed the continued strength in Tech, Mega Caps, and Growth stocks as a whole. Also, the huge underperformance from individual stocks and why China/India weakness will weigh on Emerging Markets. We also take a look into the McClellan Summation Index.

In this week’s episode, David and Ian discuss new highs for the S&P 500, the “industrial revolution” in equities, Steel, and unique areas outside of the US. David gives some insight as to why the credit market is signaling “risk on” for stocks. Ian tells us why he thinks New Zealand is an important market to watch. Both tell us their thoughts on the relative strength in fixed income and the green shoots we are seeing in Tech.

In this week’s episode, David and Ian discuss the choppy market environment we have seen over the last few weeks, the rising US Dollar, and the emergence of strength from Consumer Staples. Ian discusses that there is less and less evidence that Growth stocks will make a recovery. David covers the momentum divergences we have seen across a multitude of stocks, and what it may or may not mean for markets in the weeks ahead. Also, what will the “thinning” of directional breakouts lead to for the next direction of the market?

In this week’s episode, David and Ian discuss the continued underperformance of the Nasdaq, other areas of the market that have been hit the hardest, and an updated target for Bitcoin. Ian covers capitulation volume and recoveries. David asks why no one wants to buy Apple. And both give their thoughts on trading “ethical” companies.

In this week’s episode, David and Ian discuss the recent market volatility, what it could mean going forward,  and what areas of the market may emerge as the new leaders. David covers important areas of support and resistance on the major indices. Ian gives his thoughts on the recent mania we have seen in Value stocks and what it would take to see a reversal in those areas from a relative standpoint. 

In this week's podcast, David and Ian cover their near- and long-term outlooks for the market, weak FAANG stocks, and the global strength from Financials and Banks. David talks about Growth/Value across different market caps. Ian gives his thoughts on "Classic" energy vs. "Green" energy".

In this week's episode, David and Ian discuss the one year anniversary of the 2020 market top, Commodities,  and Airline and Hotel stocks. Dave gives his thoughts on megaphone patterns and High Beta stocks. Ian covers the global participation we are seeing among world indices.