From the desk of Steve Strazza @sstrazza 

Welcome to our latest RPP Report, where we publish return tables for various asset classes and categories, along with commentary on each.

Looking at the past helps put the future into context. In this post, we review the absolute and relative trends at play and preview some of the things we’re watching to profit in the weeks and months ahead.

We consider this our state of the union address, as we break down and reiterate both our tactical and structural outlook on various asset classes. Our ultimate goal is to discuss the most important themes and developments that are currently playing out in markets around the world.

There's been plenty of action these past few weeks. Let's kick things off with stocks and try to make sense of what we're seeing.

Here's our US equities table:

This is the video recording of the November 2021 Mid-month Conference Call.

This is the video recording of our November 1, 2021 Monthly Charts Live Strategy Session

This is the video recording of the October 2021 Conference Call.

This is our ASC Research Q4 2021 Playbook.

With the current market environment giving us many mixed messages, what better time to dive in and see what's happening underneath the surface?

• Stocks (International & U.S.)
• U.S. Sectors & Industries
• Market Breadth & Sentiment
• Commodities
• Currencies
• Intermarket Analysis
• Crypto Currencies
• New Trade Ideas
• Overall Strategy

One thing unique about the market is that the game is never over. There aren't four 15-min quarters or two 20-min halves like in sports.

In those endeavors there is a beginning and an end.

You know who won (or who tied in some cases). But the match is over, and there will be another one in a few days or a few months, depending on the sport.

In the market, it never ends. This can cause issues psychologically, so it's something we should all be aware of and keep in mind.

But if you ask me, currently the bulls are scoring a lot more points. This is the first time we've seen that since Q1 this year, when the bears started running up the score.

Look at the S&P500 break out to new all-time highs relative to US Treasury Bonds.

On this episode of the podcast, Steve Strazza and I sit down with Brian G, who many of you will recognize as @AlphaCharts on Twitter.

I've been following Brian for many years and love a lot of the work he puts out. It was really fun hearing his story about how he became a technician.

It isn't something that happens overnight, that's for sure. It's a process.

First we get into the evolution of become a Technical Analyst, and then we dive into what we're doing about it in the current environment.

Hope you enjoy!

This is the video recording of our October 4, 2021 Monthly Charts Live Strategy Session

To quote the great philosopher Tupac Shakur, "All Eyez On Me". 

Makaveli - The Don would agree, if he were here, that the focus needs to be on the US Dollar and Interest Rates.

The implications will most likely impact every single asset class you've ever heard of.

Here's the recent US Dollar strength as it runs into former resistance and key Fibonacci retracement:

Last Friday I had a nice little chat with the boys over at Benzinga.

It's funny because I've been doing this pretty regularly with these guys for almost a decade, which is kind of unbelievable to think about.

Shout out to Joel, Dennis and Spencer. Keep up the good work fellas!

During our chat we talked about relative strength and which individual stocks stand out in the current environment.

Check it out:

From the desk of Steve Strazza @sstrazza 

Welcome to our latest RPP Report, where we publish return tables for various asset classes and categories, along with commentary on each.

Looking at the past helps put the future into context. In this post, we review the absolute and relative trends at play and preview some of the things we’re watching to profit in the weeks and months ahead.

We consider this our weekly state of the union address, as we break down and reiterate both our tactical and structural outlook on various asset classes and discuss the most important themes and developments currently playing out in markets all around the world.

In our RPP Report from the end of August, we discussed how the weakest areas were registering failed breakdowns and digging in at support.

As the third quarter winds to a close, the bulls just took the lead for the first time since early in the 1st half.

Everything is clicking for them and they're in control of the game right now. While it's been a nice comeback, it's still just 52 to 48, so they have plenty of work to do.

I'm not talking about basketball. Not the Chicago bulls. I'm referring to stock market bulls and the current score on our risk checklist.

It's currently at its highest reading since we started publishing it back in June, so we'd be remiss not to write about it.

It's been a great roadmap for us in recent months so let's have a quick look at what it's saying now as well as some of the more recent developments that have taken place.