On this week's show, I walk Howard through how to order my favorite pizza online and we discuss the price action in $TSLA and what that means for both the stock and the company.
Welcome to our latest edition of "Under The Hood." Read more about it here.
In this column, we analyze the most popular Robinhood stocks over the trailing week and find opportunities to either join in and ride these momentum names higher, or fade the crowd and bet against them.
This week we have a handful of trade ideas on the long side in a number of names that continue to exhibit impressive relative strength.
Let's dive into it. Here is this week's list of most popular stocks, measured by net increases in Robinhood accounts that hold shares.
Rotation is the lifeblood of any bull market, so what better way to use our "Chart of The Week" than highlighting the rotation into cyclical sectors that's currently taking place.
This week on Happy Hour w/ Traders, I chat with 2 of the best in the business: Brian Shannon and Joe Fahmy. We've all been friends for a decade and I still learn from both of them every single time we talk.
The way I see it, I'm having these conversations anyway, so may as well hit record so you guys can learn from them the same way that I do.
In this episode we talk about the restaurant stocks, pharmacies, which areas he wants to avoid and which ones he wants to own. He says the pair trade of the decade could very well be: Long Shaquille O'neil (Papa Johns $PZZA) and Short Kanye West (The Gap $GPS). This was a really fun conversation. I picked up some good ideas and had a few laughs.
Every week we publish performance tables for a variety of different asset classes and categories along with commentary on each.
This week we're going to highlight our US Index and Sector ETF tables, and focus on the laggards as they are giving us the most important information for the current market environment. Let's dive into it.
No surprises here... The Nasdaq $QQQ outperformed aggressively once again last week, booking a +4.7% gain while Mid, Small, and Micro-Caps were all lower. The Nasdaq is the only US Index that is higher over the trailing month.
As we head into the second half of the calendar year 2020, we start from scratch with our Q2 playbook and outline our thoughts on every asset class and our plan to profit in the quarter ahead.
Part 1 of this playbook will cover our macro view, touching on Equities, Commodities, Currencies, and Rates.
Part 2 of this playbook will delve deeper into Indian Equities, going sector by sector to identify the trends that matter.
Part 3 of this playbook will outline the individual stocks we want to be selling within the context of today's environment.
Part 4 of this playbook will outline the individual stocks we want to be buying within the context of today's environment.
But here we are. 6 weeks of outperformance by Emerging Markets. Is this just another blip in the long-term downtrend for EM, particularly relative to US Equities?
We discussed this all in our NEW Q3 Playbook that was just published over the weekend.