From the desk of Steve Strazza @Sstrazza

Dividend Aristocrats are easily some of the most desirable investments on Wall Street. These are the names that have increased dividends for at least 25 years, providing steadily increasing income to long-term-minded shareholders.

As you can imagine, the companies making up this prestigious list are some of the most recognizable brands in the world. Coca-Cola, Walmart, and Johnson & Johnson are just a few of the household names making the cut.

Here at All Star Charts, we like to stay ahead of the curve. That's why we're turning our attention to the future aristocrats. In an effort to seek out the next generation of the cream-of-the-crop dividend plays, we're curating a list of stocks that have raised their payouts every year for five to nine years.

We call them the Young Aristocrats, and the idea is that these are "stocks that pay you to make money." Imagine if years of consistent dividend growth and high momentum and relative strength had a baby, leaving you with the best of the emerging dividend giants that are outperforming the averages.

By...

From the desk of Steve Strazza @Sstrazza

Welcome to The 2 to 100 Club.

In this scan, we look to identify the strongest growth stocks as they climb the market-cap ladder from small- to mid- to large- and, ultimately, to mega cap status (over $200B).

Once they graduate from small-cap to mid-cap status (over $2B), they come on our radar. Likewise, when they surpass the roughly $30B mark, they roll off our list.

But the scan doesn't just end there.

We only want to look at the strongest growth industries in the market, as that is typically where these potential 50-baggers come from.

Some of the best performers in recent decades – stocks like Priceline, Amazon, Netflix, Salesforce, and myriad others – would have been on this list at some point during their journey to becoming the market behemoths they are today.

When you look at the stocks in our table, you'll notice we're only focused on Technology and Growth industry groups such as Software, Semiconductors, Online...

I’m watching the sun sink into the gulf of whatever water from my mobile office. 

We’ve done the drive from Key West to Naples a bunch lately and it’s just lovely. 

No major highways. You take a road from the middle of the ocean to another through the middle of the Everglades. 

It is cruising, defined. Florida style. 

You can see both sharks and gators right out your window along the way. 

Anyway, I’ve found that I really enjoy reading and writing from the car. It frees me from my desk-brain. 

I also really enjoy uncorrelated exposure. It frees me from my overweight risk-on equity positioning.

And I don’t mean defensive exposure. 

I’m talking about exposure to things that can move fast and generate alpha in bull cycles but don’t necessarily move with the broader US...

For traders, being early is just as bad as being wrong. 

And I’ve been early on energy. There’s no doubt. 

We’ve taken some shots with call options and they haven’t worked. 

But I’m also building and increasing long-term positions in the traditional oil & gas space. Nothing fancy. I’m talking about the largest integrated players around the globe. 

Exxon, Chevron, Canadian Natural, Petrobras… I’m leaning into the big boys in my long-term account. How about those dividend yields?

And the data keeps telling me I’m on the right track. 

Pull up a price chart and tell me I’m crazy. Because you’d be right. 

Energy bulls are trying to catch a falling knife right now. That’s a top in crude for the time being…

However, my technical upbringing has me focused on other things. I’m a...

Stocks gave some back this week, but when I look beneath the surface, I really like what I see from market internals.

Quantum stocks are red hot again. 

Space & exploration names are perking up. 

The new nuclears are having a monster week. 

Heavily shorted stocks are squeezing.

And let’s not forget the cryptos. How about those new highs in Bitcoin!?

Speculative growth and technology continue to lead and have been doing it consistently since the April lows.

Participation is broadening, and a growing list of risk-on stocks are assuming new leadership roles.

It’s all very bullish, and we want to stay overweight offense as long as this is the environment.

So today, we updated our Speculative Growth Leadership Scan that we shared ...

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...

I don’t know much about Peru, outside of the fact that they make some great ceviche.

But I’ve been thinking about the country a lot today.

MSCI Peru $EPU was on a short list of international ETFs that made new highs today.

At first, I was puzzled by this. It was a sea of red out there. Everything got hit. Not just in the US, but across the globe. 

Then I looked at the funds holdings and realized how it happened. EPU is basically a big basket of metals stocks. 50% of the fund is invested in materials. 

Here it is resolving higher from a multi-year base:

Gold and silver miners were the only stocks that worked today. Both of the shiny metals look fantastic, and I think silver is just breaking out now. 

EPU’s exposure to...

From the desk of Steve Strazza @Sstrazza

Welcome to The 2 to 100 Club.

In this scan, we look to identify the strongest growth stocks as they climb the market-cap ladder from small- to mid- to large- and, ultimately, to mega cap status (over $200B).

Once they graduate from small-cap to mid-cap status (over $2B), they come on our radar. Likewise, when they surpass the roughly $30B mark, they roll off our list.

But the scan doesn't just end there.

We only want to look at the strongest growth industries in the market, as that is typically where these potential 50-baggers come from.

Some of the best performers in recent decades – stocks like Priceline, Amazon, Netflix, Salesforce, and myriad others – would have been on this list at some point during their journey to becoming the market behemoths they are today.

When you look at the stocks in our table, you'll notice we're only focused on Technology and Growth industry groups such as Software, Semiconductors, Online...

I’m loading up on Silver for a catch-up move to Gold.

And I already know what you’re thinking. Investors have been betting on this idea since last year… and it hasn’t worked one bit.

This isn’t some sort of original investment thought I’m having. These two move together. Everyone knows that. 

But I will tell you what all those investors who showed up too soon were missing…

Animal spirits. 

They just weren’t there. But that’s changing.

In other words, silver is a lot more about speculation, and a lot less of a safe haven. It’s the risk-on version of gold.

It has been stuck in a sideways range for the trailing 12-months while gold has been ripping higher in a near-vertical line. Here’s a performance chart:

What is constructive about this is that it’s been consolidating at...

From the Desk of Steve Strazza @Sstrazza and Ricardo Sarraf @nullcharts

When investing in the stock market, we always want to approach it as "a market of stocks."

Regardless of the environment, there are always stocks showing leadership and trending higher.

We may have to look harder to identify them depending on current market conditions. But there are always stocks that are going up.

The same can be said for weak stocks. Regardless of the environment, there are always stocks that are going down, too. 

We already have multiple scans focusing on stocks making all-time highs, such as Hall of Famers, Minor Leaguers, and the 2 to 100 Club.

We filter these universes for stocks that are exhibiting the best momentum and relative strength characteristics. 

Clearly, we spend a lot of time identifying and writing about leading stocks every week, via...

I’m liking energy more and more with each passing day.

And the bull thesis couldn’t be simpler.

It’s a raging bull market for stocks around the world. It’s being led by offense. 

Internals continue to improve. 

And like any bull cycle, as time passes and the market grinds higher, it drags a growing list of non-performers higher with it.

Some call it rotation, but it’s really just a broadening of participation over longer timeframes. 

What I mean is that more groups join the party as the bull market progresses. The ones that had previously not been working, start working. We see it every time.

In bull markets, the laggards catch up to the leaders. And not vice versa.

And it’s happening now, isn’t it?

Look at international markets. Even the worst-performing regions, like Southeast Asia and South America, are now working. They’re actually outperforming in the short-term.

And in the US, look at old laggards like small-caps, speculative growth, and transports. They are working too,...

We’re back from New Orleans, so I’m doing a lot of catching up this weekend.

When I was plowing through charts yesterday, I realized two appeal to me a lot more than the rest right now.

One of the things I always do at Portfolio Accelerator is share my best ideas for the coming months and quarters.

I’ll share some tactical opportunities and discuss the themes and areas of the market I’m interested in trading.

But I’ll also zoom out and talk about some of the fresh new uptrends I’m buying with a longer timeframe in mind.

I’ve been an Asia bull for some time now. China has already been the best idea at past conferences. BABA, BIDU, and TCEHY are currently conviction longs for this theme. 

Southeast Asia’s online retail giant, Sea Ltd $SE is another one I shared with our clients at one of last year’s events. It’s been a top international stock. It’s one of my largest long-term holdings...