New Year’s Day
Due to the market holiday, Market Scholars will not be offering any classes today. Also, there will not be a Market Outlook video on Friday.
Archive
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Calendar of Events
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Top-Down Trend Trading – Recorded
Top-Down Trend Trading – Recorded
This class discussed the Santa Clause Rally, which brought the S&P 500 back to an all-time high while we were on holiday break. We examined the Sector Selector to find that the rally was surprisingly led by defensive sectors, like Utilities and Staples. We ended class by replacing a Technology stock with a Utilities stock.
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Options for Long-term Investors – Recorded
Options for Long-term Investors – Recorded
This options class discussed the big market rally in dividend stocks over the last few weeks. We reviewed our current positions and feel very good about the quality level of those investments. All were in profitable places and didn't need any management. We ended class with a head-to-head match-up between a Utility and a Consumer Discretionary stock.
2 events,
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Dividend Growth Investing – Recorded
Dividend Growth Investing – Recorded
This was the kick-off class for our 9th long-term DGI portfolio. As a result, we spent time in this class discussed the "stink bid" philosophy and how investors should try to be prepared for market melt-downs with Good-Til-Cancel orders because when in the heat of a chaotic moment, it can be hard to hit the "buy" button. We also bought a stock from the Industrials sector while the market was achieving all-time highs.
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Directional Options Strategies – Recorded
Directional Options Strategies – Recorded
In today's class, we looked at the market move during the holiday week of trading and the first two days of the New Year to analyze whether we are beginning a new trend or still trading sideways. We discussed the types of options strategies are most relevant right now with a few examples.
2 events,
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Factor-Based Swing Trading – Recorded
Factor-Based Swing Trading – Recorded
This class discussed the substantial upheaval taking place below the surface. While the S&P 500 has barely budged lately, there is a lot of movement of from growth/compounders into Value & defensive areas. Value was top on the Factor Selector for the first time in a long time; Momentum was last place. We evaluated three bounce set-ups at the end of class.
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Options Inventory Trading – Recorded
Options Inventory Trading – Recorded
In today's class, we looked at today's selling after the release of the Fed's minutes to see how it confirms some of the weakness we've seen already this week. We looked at the Fed rate policy decisions and how markets have performed when rates were NOT zero and without QE - compared to when it had this stimulus. We also started to build into February inventory
2 events,
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Brandon’s Weekly Q&A Session – Recorded
Brandon’s Weekly Q&A Session – Recorded
The purpose of this session is to answer questions from students regarding topics taught in Brandon Van Zee's weekly classes. The goal is to help you apply the learning you receive to your own portfolio as you watch Brandon apply the same concepts in his class portfolios. Stocks mentioned: KO, RGA, PG, TER.
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Portfolio Management with ETFs – Recorded
Portfolio Management with ETFs – Recorded
This class analyzes macro conditions and intermarket relationships using the Asset Selector tool. Students then learn to manage the passive portion of their portfolios using ETFs representing various asset classes and sectors.
1 event,
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Technical Analysis – Recorded
Technical Analysis – Recorded
In today's class, we looked at how to identify trends in multiple timeframes and how that can translate into trading strategies. We dissected each timeframe using different technical indicators that can give us an idea of how bullish or bearish a stock is.
1 event,
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David’s Weekly Q&A Session – Recorded
David’s Weekly Q&A Session – Recorded
The purpose of this session is to answer questions from students regarding topics taught in David Settle's weekly classes. The goal is to help you apply the learning you receive to your own active trading as you watch David apply the same concepts in his class trades.
0 events,
2 events,
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Top-Down Trend Trading – Recorded
Top-Down Trend Trading – Recorded
Markets have continued to struggle, but it's been noteworthy that not all areas are participating to the downside. We are finding a market that is interested in Value, which has benefited Energy and Financials. We are also finding a market that seems nervous and is flooding into Consumer Staples. We discussed that rotation and introduced a new Relative Strength script for our class chart.
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Options for Long-term Investors – Recorded
Options for Long-term Investors – Recorded
This basic options class reviewed the December dividend increase announcements. We also reviewed our current portfolio to find one trade underwater. We discussed its business model and history of dividend increases and discussed how we planned to manage that situation. We then reviewed an Energy stock versus a Technology stock for a new sold put position.
2 events,
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Dividend Growth Investing – Recorded
Dividend Growth Investing – Recorded
This class discussed how REITs are different investments compared to normal common stocks. We discussed how their impressive price performance in the past year and led to a situation where there are very few REITs that would be eligible currently under our plan for new money. We finished class buy purchasing one REIT, but that will likely be the only one we have in this 6-month portfolio unless there's a big pullback.
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Directional Options Strategies – Recorded
Directional Options Strategies – Recorded
In today's class, we looked at the two-day rally in the context of the previous bearish move to see how much it looks like a bullish reversal or not. We discussed new options trades based on the market environment and looked at current positions to manage them.
2 events,
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Factor-Based Swing Trading – Recorded
Factor-Based Swing Trading – Recorded
This class found that after several weeks of above average rotation on the Factor Selector, this week we saw the exact same rankings as last week. The market continues to push into value and dividend stocks on a relative basis, and shy away from speculative momentum stocks. We review three swing trades at the end of class, with the class voting for a situation that benefits from current high vehicle prices.
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Options Inventory Trading – Recorded
Options Inventory Trading – Recorded
In today's class, we looked at our current January inventory and discussed new entries for February's inventory. We also discussed today's inflation report in context of expected Fed policy decisions and how that may impact investor sentiment going into March.
2 events,
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Brandon’s Weekly Q&A Session – Recorded
Brandon’s Weekly Q&A Session – Recorded
The purpose of this session is to answer questions from students regarding topics taught in Brandon Van Zee's weekly classes. The goal is to help you apply the learning you receive to your own portfolio as you watch Brandon apply the same concepts in his class portfolios. Stocks mentioned: FAF, UPS, TLT, CAH, DOW, FRME, IBM, MCY, MMM, MRK, OMC, PM, SNA, SRCE, USB, and WBA.
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Portfolio Management with ETFs – Recorded
Portfolio Management with ETFs – Recorded
This class analyzes macro conditions and intermarket relationships using the Asset Selector tool. Students then learn to manage the passive portion of their portfolios using ETFs representing various asset classes and sectors.
1 event,
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Technical Analysis – Recorded
Technical Analysis – Recorded
In today's class, we looked at the market's current value on a long-term basis to see how much of an impact a return to fair value could have on equity prices. We looked at market reaction to restrictive monetary policies during the last round of QE/ZIRP. WE also discussed one way to see a stock breaking out to the downside.
0 events,
1 event,
Martin Luther King Jr. Day
Due to the market holiday, Market Scholars will not be offering any classes today, Monday, January 17. Also, there will not be a Market Outlook or MO LIVE video on Monday.
1 event,
2 events,
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Dividend Growth Investing – Recorded
Dividend Growth Investing – Recorded
This long-term investing class discussed the difficulties of finding Consumer Discretionary stocks for DGI purposes... particularly considering the brief periods when that sector has been out-of-favor in recent years. In today's head-to-head match-up, we compared a restaurant stock to a clothing retail stock.
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Directional Options Strategies – Recorded
Directional Options Strategies – Recorded
In today's class, we looked at the market posture and discussed the current trend and expectations. We discussed current trade setups and looked at new bearish strategies to fit the current environment.
2 events,
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Factor-Based Swing Trading – Recorded
Factor-Based Swing Trading – Recorded
This class reviewed the relatively-young Factor approach to the markets through the lens of S&P, which provided a nice timeline since 1992 to help us understand some of the major milestones along the way. We analyzed the Factor Selector to discover that once again, Value is leading and Momentum is lagging. We wrapped up class with three new swing trade ideas, where the class voted for a REIT within a bullish bounce.
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Options Inventory Trading – Recorded
Options Inventory Trading – Recorded
In today's class, we looked at the market's decline and discussed its impact on our current inventories. We looked at some positions we've been closing for January, including some calendars. We also looked at new positions for February.
2 events,
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Brandon’s Weekly Q&A Session – Recorded
Brandon’s Weekly Q&A Session – Recorded
The purpose of this session is to answer questions from students regarding topics taught in Brandon Van Zee's weekly classes. The goal is to help you apply the learning you receive to your own portfolio as you watch Brandon apply the same concepts in his class portfolios. Stocks mentioned: UL, GSK, ALLY, MCD, XOM, CVX, GIS, BMY, PG, KO, F, and GLW.
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Portfolio Management with ETFs – Recorded
Portfolio Management with ETFs – Recorded
This class analyzes macro conditions and intermarket relationships using the Asset Selector tool. Students then learn to manage the passive portion of their portfolios using ETFs representing various asset classes and sectors.
1 event,
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Technical Analysis – Recorded
Technical Analysis – Recorded
In today's class, we looked at new entries and discussed the severity of this week's decline and what signals were triggered that could send this market into a longer Market Sentiment decline. We also looked for stocks that may be more extremely oversold for short-term opportunities.
1 event,
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David’s Weekly Q&A Session – Recorded
David’s Weekly Q&A Session – Recorded
The purpose of this session is to answer questions from students regarding topics taught in David Settle's weekly classes. The goal is to help you apply the learning you receive to your own active trading as you watch David apply the same concepts in his class trades.
0 events,
2 events,
-
Top-Down Trend Trading – Recorded
Top-Down Trend Trading – Recorded
This class discussed the recent sell-off and how difficult it has been for Momentum strategies, particularly those that concentrate on tech-focused growth stocks. We discussed how bear markets are a rule, not an exception and every investor needs to learn how to deal with them. We reduced position sizes on a number of holdings and looked at two Consumer Staples and one commodity ETN for our buy candidates.
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Options for Long-term Investors – Recorded
Options for Long-term Investors – Recorded
This basic options class discussed the excellent positioning of our portfolio, considering how difficult the market has become for other long-only strategies. While a few of our positions have sustained some heat with the market down considerably in recent weeks, none of our positions are yet in the money. We ended class with a head-to-head match-up between a medical products firm versus a bank.
2 events,
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Dividend Growth Investing – Recorded
Dividend Growth Investing – Recorded
Today's class discussed the impact of the recent broad market sell-off on traditional dividend growth investments. Fortunately, we've been spared much of the carnage thus far. On the flip side, it also means that we hadn't seen as incredible of opportunities for new DGI money this time around, compared to previous 10% market corrections. We ended class with a discussion about Technology stocks.
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Directional Options Strategies – Recorded
Directional Options Strategies – Recorded
In today's class, we looked at the market decline to gain context on how much further we can drop and how much longer we stay in this environment. We looked at how to identify new trading opportunities with stocks using iron condors and we also analyzed new bullish opportunities to take advantage of relative strength.
2 events,
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Factor-Based Swing Trading – Recorded
Factor-Based Swing Trading – Recorded
This class discussed the big sell-off recently and how we continue to see the same themes playing out... mostly traders moving out of the most speculative areas and into perceived safety. Dividend Yield moved to the top spot on the Factor Selector in several months; Momentum remained last. We reviewed two banks as bullish bounce choices and a retailer as a short candidate.
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Options Inventory Trading – Recorded
Options Inventory Trading – Recorded
In today's class, we discussed the FOMC statement and policy moves in the past to discuss expectations for stocks going forward. We looked at our current inventory and make some changes with a few additions and started the process of building into March inventory.
2 events,
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Brandon’s Weekly Q&A Session – Recorded
Brandon’s Weekly Q&A Session – Recorded
The purpose of this session is to answer questions from students regarding topics taught in Brandon Van Zee's weekly classes. The goal is to help you apply the learning you receive to your own portfolio as you watch Brandon apply the same concepts in his class portfolios. Stocks discussed: NXST, HBAN, MSFT, CAH, GLW, ET, and OKE.
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Portfolio Management with ETFs – Recorded
Portfolio Management with ETFs – Recorded
This class analyzes macro conditions and intermarket relationships using the Asset Selector tool. Students then learn to manage the passive portion of their portfolios using ETFs representing various asset classes and sectors.
1 event,
-
Technical Analysis – Recorded
Technical Analysis – Recorded
In today's class, we looked at a new change in volatility and what the current extreme sentiment looks like compared to prior spikes in bearish sentiment. We also discussed using the Hull moving average.
1 event,
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David’s Weekly Q&A Session – Recorded
David’s Weekly Q&A Session – Recorded
The purpose of this session is to answer questions from students regarding topics taught in David Settle's weekly classes. The goal is to help you apply the learning you receive to your own active trading as you watch David apply the same concepts in his class trades.
0 events,
2 events,
-
Top-Down Trend Trading – Recorded
Top-Down Trend Trading – Recorded
This class discussed the consequences of de-risking a portfolio. While the concept nearly always sounds great at first blush, there are hidden consequences that usually manifest themselves through underperformance... IF we aren't heading into an extended bear market. We also discussed the Energy sector as being the strongest sector currently, by far. We looked at a couple Energy Services firms during our analysis.
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Options for Long-term Investors – Recorded
Options for Long-term Investors – Recorded
This options class provided an extreme example of how the dropping volatility environment in the last two days dramatically changed the strike choices in just one week's worth of time for the same underlying stock. We also discussed our upcoming options expiration cycle and spent time reviewing a trade that is currently in-the-month and how to roll it for those who were interested.
2 events,
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Dividend Growth Investing – Recorded
Dividend Growth Investing – Recorded
We took some time at the beginning of this class to discuss some important recent dividend announcements (good and bad) and how we think about their impact on portfolios as the years have rolled on. We discussed the snapback in the market over the past week and how it's caused some lower yields. We discussed the expectation of a future dividend increase on the Financials candidate purchased in today's class.
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Directional Options Strategies – Recorded
Directional Options Strategies – Recorded
In today's class, we looked at the the past two day rally to see how likely it is to end this bearish move and change the trend back to the upside. We looked at why iron condors work in this environment and discussed our current positions for any management opportunities.
2 events,
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Factor-Based Swing Trading – Recorded
Factor-Based Swing Trading – Recorded
This class found the same bookends on the Factor Selector: the best was Dividend Yield and the worst was Momentum. We did see Quality overtake Low Size in the rankings, perhaps due to the market's impressive response to Apple's earnings last week. We reviewed three trades and a bullish bounce trade on a drug store stock was selected.
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Options Inventory Trading – Recorded
Options Inventory Trading – Recorded
This advanced options class uses volatility and market analysis to guide its decisions to build an inventory of multi-leg options trades across multiple ETFs. The inventory is then managed as one position rather than as separate trades.
2 events,
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Brandon’s Weekly Q&A Session – Recorded
Brandon’s Weekly Q&A Session – Recorded
The purpose of this session is to answer questions from students regarding topics taught in Brandon Van Zee's weekly classes. The goal is to help you apply the learning you receive to your own portfolio as you watch Brandon apply the same concepts in his class portfolios. Stocks discussed: MMM, CMCSA, CAT, VFC, AMZN, and MMP.
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Portfolio Management with ETFs – Recorded
Portfolio Management with ETFs – Recorded
In today's class, we looked at this current market move in light of previous corrections and discussed how to determine whether or not this will be more of a longer correction and how to know what stage of a correction we could be in. We discussed prior instances of Fed rate hikes and corresponding valuation levels.
1 event,
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Technical Analysis – Recorded
Technical Analysis – Recorded
In today's class, we looked at the important intermarket relationships that are impacting the market right now and how to analyze current bond market moves with expected Fed policy decisions. We looked at the dollar's moves and talked about short-term expectations with stocks having consolidated over the past two weeks.
1 event,
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David’s Weekly Q&A Session – Recorded
David’s Weekly Q&A Session – Recorded
The purpose of this session is to answer questions from students regarding topics taught in David Settle's weekly classes. The goal is to help you apply the learning you receive to your own active trading as you watch David apply the same concepts in his class trades.
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