This is the weekly post that aggregates all the charts we put together throughout the week and organizes them all into one, easy to flip through deck.

The current market environment is creating a unique opportunity for bonds. 

With the charts signaling strong potential for gains into year-end, now is the moment to take action and add some bond exposure to your portfolio. 

With some big reversals underway, the timing couldn’t be better to capitalize on these new trends. 

Not only are we seeing a growing list of base breakouts for treasuries, corporate bonds, and bond ETFs, but the intermarket landscape is turning increasingly favorable for fixed income in general.

Let’s jump in and discuss why we’re buying bonds here and how we want to express this thesis.

The fed is giving us a clear indication these days that we’ve seen the peak in interest rates for now. The odds of a rate cut at the September meeting in a few weeks are at 67.5%. 

Click the table to enlarge the view.

This data is from the CME FedWatch Tool as of August 29, 2024.

In this kind of...

If you're like me, you probably spend too much money on coffee every morning.

And that's not likely to change... but that's okay!

We can profit from an upside move in the commodity and hedge our exposure.

We've had tremendous success trading Cocoa futures in the last several years. 

We're also close to buying Cotton futures as they look to trap the bears below a key polarity zone.

There's a trend here: soft commodities keep rewarding us for owning them.

We think Coffee is next.

My analyst team took a look up north, eh!

And what did they find? A liar standing next to a whole in the ground. (Old gold speculators joke).

While that line might be a joke, nobody will laughing at today's trade idea if this stock makes a run to anywhere near our price targets.

From the Desk of Steve Strazza @Sstrazza

Welcome to The Junior 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:

Click table to enlarge view

And here’s how we arrived at it…

We removed laggards which are down 5% or more relative to the ACWI Ex. U.S. Index $ACWX over the trailing month.

Then we sorted...

In today’s Daily Digest, we’ll review the following:

1. New position in XLI
2. No adjustments are needed today.
3. No exits since the last report.
4. Current status of open campaigns.

Let’s dig in!

From the desk of Steve Strazza @Sstrazza

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...

One of the many amazing things about public markets is that price is the final arbiter of truth.

They come to you with a credit crisis that will be here any day now. The fairy tales about recessions won't stop. The president will ruin everything. And a war in the middle east is something they pretend is only happening now, and isn't always happening...

Yet the line keeps going up. 

The Dow Jones Industrial Average, S&P500 (equally-weighted), New York Stock Exchange Composite and many other measures of U.S. equities are hitting new all-time highs.

More importantly, the list of stocks going up in price keeps getting longer, not shorter.

The number of sectors and industry groups participating to the upside continues to increase, not decrease.

More countries around the world are going up in price, not fewer.

The lines are up and to the right fam.

And this chart below just might be the best way I've seen to measure that yes, in fact, the lines are going up.

What we're doing here is looking at the % of stocks in the S&P500 that are above important prior highs from the past several cycles.

More specifically, we'...

Here's this week's crypto roundup. It's an opportunity for us to take a step back, set aside the distractions, and delve into the key charts shaping the crypto complex.

The nature of the blockchain means we can analyze the transactions of smart money holders with so much transparency.

Today I want to show off my new Power Rankings table that visualizes the coins that are seeing the greatest flows by smart money every single week.

This is the definition of alpha.

Recently, I've flipped to a higher conviction bullish view. I'm of the belief this last leg lower purged a great deal of longs from the futures market, of which provides us fertile grounds to build a new trend.

In the short-term, I still think the crypto market will be messier for longer even as Bitcoin rallies to new highs.

Ethereum and the S&P 500 are both running up to a logical level of resistance.