Trends Over All
“The tipping point is that magic moment when an idea, trend, or social behavior crosses a threshold, tips, and spreads like wildfire.” ― Malcolm Gladwell, The Tipping Point: How Little Things Can Make
So… I did two shows today.
On Stock Market TV today (Big news incoming stay tuned)
And if you are not tired of me by then, check out our live with Kashyap and Strazza.
I know we all get busy but please consider liking and sharing the channel. We do a lot of work here and I feel like we do important work here. This is a real trading channel. No bullshit. No false promises. Just a portfolio manager talking about being profitable.
Really I went over everything here.
So what’s left?
Trends!
1. Bitcoin
Trend: Up on all time frames.
Resistance/Support: Monthly Closes
2 Bitcoin Monthly
3 China-The MSCI China Index’s 27% gain since January largely reflects rotational play on cheap valuations, with Chinese earnings yet to convince, according to Lombard Odier, Pictet Asset Management, and Fidelity International. Even optimists like abrdn plc emphasize the need for profit gains. Despite major benchmarks entering bull markets with policy support and long-only funds holding positions, Chinese stocks' appeal as major emerging-market holdings has weakened due to years of underperformance and strategic competition with the US.
John Woods of Lombard Odier notes that bear market rallies in China are common, but they prefer focusing on earnings and fundamentals. The latest rally since April, surprising many, has seen Chinese stocks recover $2.5 trillion in market value. Rotation from high-performing markets like the US, Japan, and India, combined with low valuations in China, has driven overseas investors to buy onshore stocks via Hong Kong trading links for a third consecutive month in April, the longest stretch in a year.
Read more here:
Natural Gas-False breakdown model
Short term trend is up.
Full position for the last 4 weeks.
5. YTD SPDR Sectors. Who’s leading the way?
6. Country performance rankings.
7. IWM Small Caps-All signals pointing higher on all time frames. Long.
8. Double tops, chop and more… However the commodities to bonds model is still holding trend.
9. USD-Rangebound
10. Wheat-The first 100 days high, in over 2 years.
Stay informed. Stay resilient. Against all odds.
Warm regards, Jason Perz
YouTube: @againstalloddsresearch https://www.youtube.com/channel/UCLvDNCnhNQbQnABUSFbwagg
Twitter: @jasonp138
Substack: aaoresearch.substack.com
Against All Odds Research
dude - loved this! i like the marrying of macro and risk management you did with the ASC folks. Look forward to what you have brewing! I particularly liked how you broke down the types of breakouts. I never really thought about it like that and will need to turn that into a habit when I evaluate charts!