| If you listen to the financial media, you would think seven stocks are responsible for “the market’s” gain this year. But the charts are telling us otherwise. Almost every sector is up double digits since last June. To understand what’s happening in the markets, this week we connect with market technician JC Parets. JC is the founder and chief analyst at All Star Charts. The company offers daily market commentary and a technical analysis platform for research and options trading. He covers the many opportunities available to those investors willing to look beyond the US, with charts on several stocks, commodities, and sectors. Below are highlights and timestamped links to the video. You can learn more about JC and All Star Charts here: https://allstarcharts.com/about/? Stay informed on the big trends by subscribing to Global Macro Update here: https://www.mauldineconomics.com/go/JM499Z5/YTB Time stamps: 0:00 How a technician looks at the markets: timelines and strategies. 2:52 There’s a time and place for every strategy. 4:37 The importance of the bond, interest rate, and credit markets. 6:40 Outlook on the markets. 9:29 Japanese stock market. 10:40 Energy: crude oil, heating oil, gasoline, XLE, large cap vs. small cap, and coal. 17:43 Gold, copper, uranium, and chemicals. 19:29 Tesla, industrials, consumer discretionary, technology, and healthcare. 21:05 Bear market? Telling stories versus the math. 27:34 Bitcoin: the risk of not owning enough. 31:43 Bitcoin and correlations to other stocks and sectors. 34:45 US dollar, risk assets, emerging markets, and EM currencies. 37:27 How to enjoy a good cigar. |
Each week, investors and financial professionals around the globe turn to John Mauldin to better understand Wall Street, global markets, and the drivers of the world economy. And for good reason. John is a noted financial expert, a New York Times best-selling author, a pioneering online commentator, and the publisher of one of the first publications to provide investors with free, unbiased information and guidance—Thoughts from the Frontline—one of the most widely read investment newsletters in the world.
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