From the desk of Steve Strazza @Sstrazza and Ian Culley @Ianculley

Mixed signals have been the rule rather than the exception since the market peaked in early February.

The major stock indexes have continued to print record highs...

From the desk of Steven Strazza @Sstrazza and Ian Culley @IanCulley

Two months ago, we laid out plans to position ourselves for a push higher in the USD...

From the desk of Steve Strazza @Sstrazza and Ian Culley @Ianculley

Pockets of strength continue to emerge within commodities.

This could be hard for some to believe when we see things like energy chopping beneath overhead supply...

From the desk of Steve Strazza @Sstrazza and Ian Culley @Ianculley

As the rally in US Treasuries fizzles, we have to ask ourselves...

Where’s the alpha in the...

From the desk of Steve Strazza @Sstrazza and Ian Culley @Ianculley

The market has been a choppy mess for months. 

Unless you’ve been stuck...

From the desk of Steve Strazza @Sstrazza and Ian Culley @Ianculley

It’s been a routine hurricane season down here so far this year. Things have picked up lately, and we’ve had a few close calls over the past week. 

But storms aren...

From the desk of Steve Strazza @Sstrazza and Ian Culley @Ianculley

The US Dollar Index $DXY has been our main focus as it nears the upper boundary of its recent...

From the desk of Steve Strazza @Sstrazza and Ian Culley @Ianculley    

Rotation is the lifeblood of any bull market.

If a sustained uptrend is going to persist, then we need to have broadening participation... or at least some...

From the desk of Steve Strazza @Sstrazza and Ian Culley @Ianculley

The US Dollar Index $DXY has been a good reminder that price doesn’t always move in a straight line. 

Paul Tudor Jones has been quoted saying “markets only...

From the desk of Steve Strazza @Sstrazza and Ian Culley @Ianculley

Breakouts continue to emerge left and right within the commodity space as participation expands to more and more subgroups. 

One of the areas that’s had our...

From the desk of Steve Strazza @Sstrazza and Ian Culley @Ianculley

As investors, we have plenty of options.

We can express a bullish or bearish thesis in a variety of different asset classes - from...

From the desk of Steve Strazza @Sstrazza and Ian Culley @Ianculley

Was that it for the recent bounce in the US dollar?

A...

From the desk of Steve Strazza @Sstrazza and Ian Culley @Ianculley

We can’t ignore the resiliency in base metals. 

Despite the classic year-two chop, base...

From the desk of Steve Strazza @Sstrazza and Ian Culley @Ianculley

The current market environment demands that we adhere to our risk management protocols as strictly as ever.

It’s a mess out there!

And with each passing...

From the desk of Steve Strazza @Sstrazza and Ian Culley @Ianculley

The markets are a mess and have been a mess for months now.

Risk assets...

From the desk of Steve Strazza @Sstrazza and Ian Culley @Ianculley

A revolution in energy is upon us.

Some like to call it the green revolution or the transition to renewable and alternative energy. How you want to label it isn’...

From the desk of Steve Strazza @Sstrazza and Ian Culley @Ianculley

What started out as a tactical bounce in the US Dollar could be turning into a full-...

From the desk of Steven Strazza @Sstrazza and Ian Culley @Ianculley

Opportunities are springing up in the commodity space!

Yes, energy, base metals, and (...

From the desk of Steve Strazza @Sstrazza and Ian Culley @Ianculley

As risk comes off the table in this messy market, we want to continue to look for ...

From the desk of Steven Strazza @Sstrazza and Ian Culley @Ianculley

Overhead supply is a theme we're seeing all over these days...

From the desk of Steve Strazza @Sstrazza and Ian Culley @Ianculley

As US Dollar strength unfolds and US treasuries continue to catch a bid, it’s no wonder our motto around here has been...