A couple of days ago, I talked about three big reasons I’m long China.

If you’ve been following me for a while, you know I’ve been long China.

When it comes to Canada, it's not about tariffs or political headlines making the rounds these days.

The real focus is the Canadian Dollar.

Every year, without exception, there's always a new headline, a fresh "fear," or just another reason to sell.

Whether it's a new geopolitical tension, economic concerns,...

Another...

Hanging out in New York City this week has been such a blast. 

Today, I gave an extra-long presentation on the outlook for global equities. We talked it all out in...

Yesterday was unreal. We visited the NYSE with Jay Woods and got a full tour of the place.

Walking the trading floor during market hours was an incredible experience—...

Just landed in NYC for our Portfolio Accelerator event, and I couldn’t be more excited!

Infrastructure companies play a key role in supporting the global economy and are at the forefront of some serious mega trends. 

These companies literally build and...

Bitcoin broke out of a multi-year base back in November and surged rapidly from $70K to $100K, hitting my initial...

For the market to experience a meaningful correction, we need to see clear signs of defensive rotation—and so far, that hasn’t happened.

In the bond market, U.S....

Whenever the market enters a corrective wave, regardless of the magnitude and time, section rotation comes into play.

While we haven't seen any ...

The market’s been a hot mess this past month. Failed breakouts are piling up, with prices slipping back into their ranges and falling below key overhead supply zones.

...

The market of stocks has been a chop fest for the past month, prompting me to keep a close eye on market internals.

While trends in the major indexes ...

While the uptrends in the major indexes are holding up well, it's been a tale of mixed...

In a healthy bull market, you want to see offensive groups performing well. When...

It’s hard to ignore the strength coming out of Argentina this past year.

Quantum computing stocks have been on an absolute tear, making this group one to watch closely as we head into 2025.

These companies are pushing the boundaries of what’s...

When assessing risk appetite and the health of the market, several approaches...

As 2024 comes to a close, I want to take a moment and share some of the most important lessons I learned this year.

Here are ten of them, in no particular order.

With the year coming to an end, I want to share what I believe is the most important chart to consider in 2025.

When it comes to the most critical stocks, it's all about...

Higher highs and higher lows are what make an uptrend. When that stops being the case, it's time to reassess.

Let's step back and take a look at the Dow Jones Industrial...

As the year comes to a close, the relative strength in space and exploration stocks is absolutely off the charts.

Steve did a great job covering them last month—make sure...