I'm sorry that I had to miss yesterday's Town Hall.
I had a great slide deck prepared (ASC+Plus subscribers can click below for access) and was excited to walk through it with everyone. We are seeing a breakout in our risk on / risk off ratio...
Federal Reserve officials have talked about the benefit from having well-anchored inflation expectations. It provides flexibility in setting policy even as recent inflation readings have moved to...
From the desk of Steven Strazza @Sstrazza and Grant Hawkridge @granthawkridge
September saw significant selling pressure in equity markets. The S&P 500 suffered its worst drawdown since last year, and many of the major indexes made...
Key Takeaway: Sentiment remains neutral as bulls are on the rebound. Both II and AAII bulls ticked higher last week, and the 5-day put/call ratio dropped to levels indicating complacency....
(While on vacation until Oct 26th, I’m going to be sharing some anecdotes on my favorite trading strategies: why I use them, when, and how I manage them once they are on.)
Ok, so perhaps there's some recency bias here as the most...
Now for the risk on developments that we've seen in recent weeks. As you can see here Consumer Discretionary stocks are breaking out relative to Consumer Staples.
This is one of our favorite bottom-up scans: Follow The Flow. In this note, we simply create a universe of stocks that experienced the most unusual options activity — either bullish or...
