Archives: Daily Videos
Metals: Copper, gold, steel and Energies
There is a lot to like in the reflation trade about metals and energies. I also share how the gold and natty gas market have broken key technical levels, and how to better find steel names that are relative outperformers.
Reflation vs Real Yield Plays in Metals
Gold, silver, copper, steel… what are the setups and why are they moving?
Gold vs. Bitcoin
Which one is the one to be in, how are people reacting to both of these asset classes today, and is there an opportunity to make money?
Index Indecision
The S&P and Dow have been consolidating and stuck under resistance, while the Nasdaq remains soft. The divergence is striking but I think it’s a good time to use ‘Sell in May and Go Away’ to pick up some stock. Let’s look at HACK, NKE, FTNT and more.
Relative Outperformers and the Current Trends
The best way to know where our attention should be is to find where the structure is now.
Investing in Cybersecurity
May is a great time to identify long-term stock picks when the market has pulled back. I like the cybersecurity sector right now, for a couple of reasons. Let’s look at HACK, CRWD, and NET for my parameters.
Grocery store commodities
While most traders will buy indices and metals, it’s often the grains and meats that get the cold shoulder, and right now that would be a mistake… grains, energies, and meats are on the radar.
Potemkin
Let’s do what we do every Friday, and review the core markets and the periphery to see how things are aligned into next week.