[video_player type=”embed” style=”1″ dimensions=”640×360″ width=”640″ height=”360″ align=”center” margin_top=”0″ margin_bottom=”20″ ipad_color=”black”][/video_player] We’re seeing mounting signs that a “low of significance” is imminent in the stock market – we’re at a critical juncture, and I’ve got the charts to prove it. We’ll look at those in a moment. I really want you to see these. There’s a really great opportunity coming to put on long positions at can’t-miss risk/reward ratios. The cycle is lining up with the technicals and big profits are going to go to traders with the guts to move. Tech names and semiconductors, for instance, have shown unusual strength for this point in the cycle. I’ll show you more in a minute, but I think these could lead a rally in the near future. So let’s take a look at the charts to identify these opportunities and think about which sector will emerge as the new leader as this

[video_player type=”embed” style=”1″ dimensions=”640×360″ width=”640″ height=”360″ align=”center” margin_top=”0″ margin_bottom=”20″ ipad_color=”black”][/video_player] A lot of rookie traders would give their left arm to be able to correctly spot and call a bottom in stocks, the better to get in position to reap maximum upside on the run back up. “Have we seen the bottom?” That’s a question on a lot of minds right now as we’re finally seeing some sell-side activity! In my experience, this is a productive thing; the market is at last sweating out the excesses of the past many months. So what we’ll talk about today is confidently establishing whether a bottom is playing out. Once we make that determination, it’s that much easier to get back on the horse and find some juicy opportunities in all the selling. Here are five surefire indicators that’ll give you the confidence to buy when everyone else is selling…

[video_player type=”embed” style=”1″ dimensions=”640×360″ width=”640″ height=”360″ align=”center” margin_top=”0″ margin_bottom=”20″ ipad_color=”black”][/video_player] Hope you enjoyed all the soapy froth, blowout earnings, and all-time highs we’ve seen over the past few months… …’cos it’s very close to being over with. The Warm, Fuzzy LoveFest of 2024 is hanging by a thread. This market, beneath the surface, has been a powder keg for the past three weeks or so. It’s looking for a reason to blow – geopolitical risk coming out of the Middle East is just the catalyst, not the “why.” We’re close, folks. If the clusterf%^$* breaks open, we’re going to see damage inflicted all over the place. Tech, which has been unscathed lately, will start to sell off. As I’ll show you in a second, you want to pay close attention to the VVIX – the volatility of volatility. You’re going to want to keep a close eye on the greenback,

[video_player type=”embed” style=”1″ dimensions=”640×360″ width=”640″ height=”360″ align=”center” margin_top=”0″ margin_bottom=”20″ ipad_color=”black”][/video_player] Despite offering some of the highest yields in recent memory, Uncle Sam is having a tougher and tougher time selling bonds right now. Demand at yesterday’s 10-year auction was abysmal, which tells me there’s not much appetite for that particular flavor of Treasury debt. Today’s 30-year Treasury auction was… “average” if you’re being charitable – or you believe what you see in the mainstream financial media. I’d call it a miss, though. The bid-to-cover (the amount of bonds offered for sale divided by the total dollar amount of bids) was weak at 2.37, and lower than the last 30-year auction. We can talk about the implications of a government beginning to struggle to secure creditors despite high yields – but that’s a whole ‘nother can of worms. Either way, in the here and now, investors are clearly not feeling great

[video_player type=”embed” style=”1″ dimensions=”640×360″ width=”640″ height=”360″ align=”center” margin_top=”0″ margin_bottom=”20″ ipad_color=”black”][/video_player] CPI came screaming in this morning at 0.4% against expectations of 0.3%. That’s hot in anyone’s book – and you could almost hear the market cry as its hopes of a summer rate cut up and died. The S&P 500 started weak and got weaker along the way to a 0.95% loss for the day. Still, it could have been worse. Tech names like Meta and Nvidia actually managed a move higher. Interest rates are going to be the killer here. The yield on the 10-year Treasury is closing in on 5% – really ugly. We’re seeing some of the biggest volume in the bond market in recent history, and as we’ll see in a minute, it ain’t good. Let’s take a look…

[video_player type=”embed” style=”1″ dimensions=”640×360″ width=”640″ height=”360″ align=”center” margin_top=”0″ margin_bottom=”20″ ipad_color=”black”][/video_player] Stocks are currently moving sideways; they’re consolidating almost entirely across the board. But if you’ve been with me for a while, you know I like to think and trade in terms of cycles, and I’m seeing signs that we could be late in the equity market cycle. That’s because we’ve seen recent outperformance in the “inflation trade,” energy, basic materials, and even utilities. So, I’ve been pretty cautious over the last few weeks, but I’m beginning to be more bullish. The consolidation we’re seeing right now is healthy, and we’ve seen a correction in time, as opposed to price. I think the short-term direction of stock prices is really at the mercy of bonds right now. If they continue to sell off, we’ll see energy and industrials continue to outperform. But if a new cycle begins, I’d expect tech and

[video_player type=”embed” style=”1″ dimensions=”640×360″ width=”640″ height=”360″ align=”center” margin_top=”0″ margin_bottom=”20″ ipad_color=”black”][/video_player] Energy stocks have been on a tear recently. Gold, silver, and other metal shares have had an impressive run, too. Their rise has been particularly impressive because the rally has defied the long odds imposed by rising bond yields. But that’s all in some doubt now. These markets find themselves in a fairly precarious position thanks to a collapsing dollar. If that fall continues, it’ll lead to higher prices. Besides, the price action of energy and metals shares looks mighty extended right now. The government is teeing up some key inflation data for release this week, and if traders don’t like what they see, these bellwether commodities could start falling fast. So, time to take profits – here’s what to do…

https://www.youtube.com/watch?v=lpHjZVNqMek We just lived through the most volatile week this year – and a lot of people following along with my picks got the chance to clean up. (More on that in a second.)  And I don’t think we’ve seen the last of the turbulence… not by a longshot.  Tonight we’re going to look at what we can expect (and what we gained) from SPY and QQQ of course, but also XLE, MSFT, and XHB – we took down a 30% one-day profit on that one.  We’ll look at signals I’m seeing play out in the big bad bond market, as well as inflationary signs in gold. And of course we’ll see how we did with this week’s expected move.  Let’s go…

[video_player type=”embed” style=”1″ dimensions=”640×360″ width=”640″ height=”360″ align=”center” margin_top=”0″ margin_bottom=”20″ ipad_color=”black”][/video_player] After a morning of calm, steady gains, the markets got a significant jolt of dread this afternoon. News hit that Israel was boosting security measures at its worldwide embassies and consulates in anticipation of Iranian retaliation for a recent Israeli attack. This whipped the bulls and in a matter of minutes, the day’s gains turned into steep losses – nearly 2% on the S&P 500 alone. But, like the saying goes, in crisis there’s opportunity. Tonight, we’ll look at aerospace and defense stocks like NOC, LMT, LHX, and DFEN that tend to do well in geopolitically tense times. We’ll look at other bearish opportunities in the weakening economy – bear plays in consumer discretionary and durable goods companies like WHR, MHK, and GRMN. This’ll be particularly important if we see a slowdown in the jobs market tomorrow. There’s a lot

[video_player type=”embed” style=”1″ dimensions=”640×360″ width=”640″ height=”360″ align=”center” margin_top=”0″ margin_bottom=”20″ ipad_color=”black”][/video_player] Dozens of the biggest stocks on the market are at or near their all-time highs. Valuations are still at nosebleed levels. So why don’t I feel great? Because unlike the market, where hopium and craziness can take you really, really far, severe cracks are starting to show in the U.S. economy… where hopium and craziness will get you way down a $35 trillion hole. In other words, there’s a big disconnect between the price action of these stocks (which are in the economy, duh) and the economy itself. But if we look a little closer, we can see warnings in some of these stocks themselves. Retail stocks, for instance, are getting annihilated. Let’s look at what all this means and make some sense of it…