I just got back to New Zealand after an intense week in NYC with the All Star Charts team.
Every few months, we bring together our exclusive Portfolio Accelerator members for a high-level mastermind which involves three days of networking, deep discussions, and live market insights from some of the sharpest traders, analysts, and fund managers in the world.
Whenever you hear them say the word "Tariffs", you call your broker, or open your brokerage account, and you buy more stocks, particularly the Chinese ones.
And who is "they" exactly?
You know who "they" is. Mostly the noisemakers. People who produce tv shows about "trading", or write "news" articles about financial markets. Permabears looking for their next excuse to make poor decisions...
You know, they!
"They" are the ones we want to fade.
"We" are the ones who we want to make money.
And so every time they tell you the stock market is going to fall because of something they call "Tariffs", we just buy more stocks betting that stocks will rise in price (because or despite these so called, "Tariffs").
So far this is working. China doubled the returns of the Nasdaq100 in January, with the $FXI returning 4.7% last month. Meanwhile, the Chinese Internet ETF $KWEB rallied almost 7% for January.
As a reminder, we are in the midst of a bullish momentum thrust regime for Chinese stocks, so this shouldn't be surprising.
Our International Hall of Famers list is composed of the 100 largest US-listed international stocks, or ADRs.
We've also sprinkled in some of the largest ADRs from countries that did not make the market cap cut.
These stocks range from some well-known mega-cap multinationals such as Toyota Motor and Royal Dutch Shell to some large-cap global disruptors such as Sea Ltd and Shopify.
It's got all the big names and more–but only those that are based outside the US. You can find all the largest US stocks on our original Hall of Famers list.
The beauty of these scans is really in their simplicity.
We take the largest names each week and then apply technical filters in a way that the strongest stocks with the most momentum rise to the top.
Based on the market environment, we can also flip the scan on its head and filter for weakness.
Let's dive in and take a look at some of the most important stocks from around the world.
Welcome to TheJunior International Hall of Famers.
With the goal of finding more bullish setups, we have decided to expand one of our favorite scans and broaden our regular coverage of the largest US-listed international stocks, or ADRs.
This scan is composed of the next 100 largest stocks by market cap, those that come after the top 100 and are thus covered by the International Hall of Famers universe.
Many of these names will someday graduate and join our original International Hall Of Famers list. The idea here is to catch these big trends as early on as possible.
Let’s dive right in and check out what these future big boys are up to.
This is our Junior International Hall of Famers list:
We're in New York City for the Portfolio Accelerator this week, which has been tremendous.
This morning, we led a discussion about metals, bonds, economic data, and much more. Paul Ciena, the chief technical strategist at Bank of America, overlayed momentum with the unemployment rate (such a junky thing to do haha).
The technical analysis and conversations have been off the charts here.
We recorded an extra special episode of Gold Rush for you all LIVE from New York City.
I'm at the All Star Charts Portfolio Accelerator event in New York City.
One topic I discussed this morning with everyone is a volatility-triggered setup I'm seeing in the iShares Bitcoin ETF $IBIT. We have a short history to work with, but this bears attention.