When an asset class is in a bull market, it not only goes up in value, but it also outperforms other asset classes. So it's not just about the absolute performance, but about the relative performance as well. When stocks are going up, they'll...
All-time highs across the board in Small-caps these days. Some are in shock. I personally just don't understand why stocks that are in uptrends going up is anything outside of perfectly normal? I would argue that any other result is what we should...
This week has been an incredible experience in India! If you had the chance to make it to my presentation at Bloomberg in Mumbai Thursday I really do appreciate you coming. I may be the one presenting my thoughts on local markets, but trust me, I'm...
This week has been an incredible experience in India! If you had the chance to make it to my presentation at Bloomberg in Mumbai Thursday I really do appreciate you coming. I may be the one presenting my thoughts on local markets, but trust me, I'm...
Every month I host a conference call for All Star Charts Premium Members where we discuss ongoing themes throughout the global marketplace as well as changes in...
It's a new year and we're already starting to see brand new trends emerging. One area that I've preferred to stay away from for a long time has been the energy and natural resource space, which just so happen to be 2 of my favorite areas to be long...
Natural Gas stocks? When was the last time you heard me talk about those?? There is a time and a place for everything. We've discussed the relative strength in Energy stocks as a group lately and have pointed out some interesting opportunities,...
We're finally here! Allstarcharts India is now available to everyone and anyone interested in the share market of India. This has been one of the most incredible experiences of my life - learning...
We're finally here! Allstarcharts India is now available to everyone and anyone interested in the share market of India. This has been one of the most incredible experiences of my life - learning...
I finally made it to India! I've been working on coming out here for a long time, but you know, life gets in the way. I've made an effort in the past year to travel, particularly to Asia to learn more about the culture, the people and the financial...
I finally made it to India! I've been working on coming out here for a long time, but you know, life gets in the way. I've made an effort in the past year to travel, particularly to Asia to learn more about the culture, the people and the financial...
While we always incorporate a top/down approach to markets, we ultimately end up with individual stocks ideas with favorable risk vs reward propositions skewed in our favor. That's the point of all this....
We don't just want to look at one index when we make decisions about the risk appetite for stocks in the current market environment. The idea is to look at all of them collectively. All of the Indexes in India can be found in the...
This is a new year with fresh opportunities to buy some things and short others. It's a two way market. Anyone who has been sitting in Gold over the past 4 years is frustrated. If you've been in Gold the past 18 months, it must feel even worse. You...
We want to go into 2018 forgetting everything we thought we once knew. The process of approaching every market with an open mind is something that I think is very important. Our goals of profitability need to outweigh any emotions driven by ego....
As many of you already know, I do a lot of work on stock markets all over the world. It's part of my weight-of-the-evidence approach, but it also gives me the opportunity to learn from investors and traders who come from completely different cultures...
We want to approach the market from the top/down and look at it from different perspectives. Today I want to point to two indexes in particular that tell two separate stories but each suggests higher prices are coming for stocks in India.
Here is a list of trade ideas organized by date, ticker symbol and directional bias. Please make sure you have clicked on the link and read the details surrounding the trade before acting upon any of them. Also, make sure you have checked with your...
It's hard not to reflect on the past 12 months as we celebrate the New Year with our friends and family. For me it's both a blessing and a curse. While it's exciting to begin 2018 on a fresh note, I really didn't want 2017 to end. It's been an amazing...
We do not make end of 2018 forecasts. I think it's irresponsible to think that we have any idea of what will happen a year from now. We want to reevaluate our thesis as time goes on and new data comes in. This reevaluation process occurs consistently...
