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[Video] JC & Howard Lindzon: What's NOT a Tech Stock at this point?

December 22, 2020

This week Howard and I discuss what "Technology" actually means. With companies like Google, Amazon and Facebook representing ZERO PERCENT of the Technology Index, people continue to group them into Tech regardless.

Is that right? Should we ignore Dow Jones and their weightings? Or is it important to acknowledge which stocks are in these indexes and which ones aren't?

When asked about underperformance from Europe and Emerging Markets, Howard says "I filter the world to only see what's working. I'm all about investing for profit and joy, not misery and pain"

This was a fun chat.

Here's the video in full:

[Video] Small-caps, Germany & Which Rocks To Own

December 9, 2020

This week, Julie and I talk about some of the things that stood out the most on last week's Monthly Chart Review.

Among them were the Market Capitalization rotation into Small & Mid-caps and out of those Mega-cap stocks.

Germany and Japan making new highs leading the international charge higher.

And which rocks would we rather own: Precious Metals or Base Metals?

Check it out:

Media Appearance: Sector, Market-cap & International Rotation

December 8, 2020

Monday afternoon I popped on to BNN Bloomberg to have my regular chat with Catherine Murray. These are always fun because we focus on what actually happening in the market, versus all the gossip that revolves around it.

Remember, we're coming off my Just Buy Them Baby interview with Catherine from July. We got a lot of funny emails from people after that one. But as it turns out, just buying them worked out very well.

So where do we go from here?

Here's the interview in full: 

[Video] Big Trends Monthly w/ Josh Brown - EP.5

December 3, 2020

Every month we get a fresh batch of Monthly Candlesticks. It only happens 12 times a year.

I promise you guys from the bottom of my heart that there is no other part of my entire process that provides as much value and information as my monthly chart review. Premium Members can access the Chartbook here. Stay tuned as we'll be adding more workbooks of charts this week to the Chartbook section.

In the meantime, my friend Josh Brown and I have been doing these short monthly videos since the summer. They're fun and I like how he pushes back against me sometimes. In other interviews they make it too easy on me. I like these!

This month we talk about the breakout in Biotech, Market-cap rotation into Small-caps, European Stocks performing well and what we're doing about Gold & Bitcoin.

Here's this month's video in full:

[Video] JC & Howard Lindzon: The Post-Spreadsheet World

December 2, 2020

This week on Happy Hour w/ Traders, I sit down with venture capitalist Howard Lindzon. He's a Tech investor, or that's what it feels like from my perspective. So my question was how he invests when money is rotating out of large-cap tech and into other areas?

This sparked an interesting conversation about using today's tools to generate new ideas, even if they're out of your wheelhouse. We have a massive community and new tools at our disposal that investors before us never had. Let's be grateful, and let's take advantage!

Here's the video in full:

My Fundamental Analysis on Domino's Pizza

November 13, 2020

This week we were focused on the Travel, Leisure & Entertainment stocks. One name that keeps coming up on our scans is Domino's Pizza.

It's been a homerun since showing all that relative strength back in February and March. It was even part of our Coronavirus Index. But I think it's now time for another leg higher to get going.

If $DPZ is above 370, we want to be long with a target up near 600. You can find our analysis on the space here.

Here's my attempt at Fundamental Analysis on Domino's. How'd I do?

[Video] Big Trends Monthly w/ Josh Brown (EP.4)

November 3, 2020

Welcome to Episode 4 of the JC & Josh Brown show that he likes to call, "Big Trends Monthly". This is where we discuss a handful of the most important monthly charts that stood out during my review.

I'm always preaching how this is probably the most valuable part of my entire process: Monthly Charts! It's only something I have to do 12 times a year and might take me 30-45 minutes each month. This forces us to take a step back and gives us no choice but to identify the direction of primary trends.

Josh Brown is one of the most widely followed financial advisors in the country, and he appreciates these monthly candles as much as anyone else I know. So we're now doing a monthly show about it. You can catch up on last month's episode here.

Check out latest show where we discuss the rotation into Emerging Markets, Chinese Tech Stocks, What's next for Gold and Bitcoin, and a sneak peak at this month's Young Aristocrats list.