This momentum-based trend trading discovered a new sector at the top of the Sector Selector: Energy replaced Utilities. Energy had an extended run at the top of the tool earlier in the year, but this was its first time in 2 1/2 months that it was in the top slot. We sold a Health Care stock and bought a couple Energy securities.
This class discussed the idea of being "choosy" about when do conducting a put-selling strategy versus the typical emphasis on what to implement it on. With the markets rallying for the last couple months, most folks would have been better off conducting few trades until we experienced a big market down-day (like we experienced Friday). We also rolled a current sold put and put on a brand new position in the Health Care sector.
This long-term investing class discussed expected draw-downs during future expected bear markets. We also discussed the inverted yield curve along with stocks that are unfairly punished during market downturns (versus those that deserve to be down during tough markets. Our focus sector today was in the Financials space where we compared a bank to an asset manager.
This intermediate options class is designed for market participants who want to start trading more actively. Bullish and bearish directional strategies are guided by technical analysis and are used on both stocks and ETFs.
This class discovered that Momentum was able to hang on to the top spot on the Factor Selector for the second straight day, despite the sharp pull-back in stocks since last week. Quality now finds itself at the bottom. This class discussed the benefit over other classes, where we can do bearish trades (as was successfully implemented last week). We ended with three new bounce swing trading ideas.
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.
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: XLE, HPQ, OTEX, BMY, TROW, and HSY.
In today's class, we looked at the Fed's policy moves and how it compares to other periods where they raised rates and reduced their balance sheet to determine the relative scale of volatility and the expectations for a bear market over the next year. We also discussed the technical aspects of when and how it would start.
In today's class, we looked at how the week ended and the signals it produced on the weekly chart. We discussed the likelihood that we are transitioning from a correction phase to a new bear market phase for S&P 500 and what real bear market rallies look like and when they occur.
This class reviewed the dividend increase announcements from the month of August. We recognized that there are a handful of names that could be interesting watch list candidates, now that the stock market pullback has allowed less-likely stocks to have higher yields. We then did a head-to-head match-up in the Real Estate sector, where Funds From Operations is an important metric.
This intermediate options class is designed for market participants who want to start trading more actively. Bullish and bearish directional strategies are guided by technical analysis and are used on both stocks and ETFs.
This class showed no movements on the Factor Selector, but we did notice the persistently strong Low Volatility area. Many of the Utilities that make up that category were setting up as nice bullish bounce candidates today. We also discussed the oversold clusters across all four key U.S. equity markets yesterday, with the hope that it can lead to a short term bounce. We ended class with three new trade ideas.
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.
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: CCOI, VZ, SMG, IFF, PXD, CVX, SWK, and WBA.
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.
In today's class, we discussed new emerging bullish evidences that suggest we may be starting a new intermediate trend. We looked at multiple bullish confirmation signals and talked about reconciling how to navigate bullish trends at their starts before confirmation signals occur. We also discussed the reason for recent volatility
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.
This class used the Sector Selector to discover Utilities back in the top spot. Energy fell a couple slots, but remains of interest to trend traders. Our focus was on Financials in class today, but also had a conversation of a one-off foreign country that has a red-hot stock market right now.
This basic options class reviewed several sold puts that will be expiring at max gain this weekend, including one that we've had to roll several times this year. We then got into a new discussion about two blue chip stocks in declining industries, but that have firm positions within those areas, allowing them to have cash-cow businesses.
This intermediate options class is designed for market participants who want to start trading more actively. Bullish and bearish directional strategies are guided by technical analysis and are used on both stocks and ETFs.
This class gathered together one day after a 4% drop in the S&P 500 (worst day in a couple years), so it wasn't a surprise to see Momentum booted out of the top slot of the Factor Selector. Low Volatility is now leading and Value is lagging. We ended class by reviewing a bullish trade from the Industrials, a bullish trade from Energy, and a bearish trade from Materials.
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.
This Q&A class had a different feel than traditional ones. That was mostly due to us conducting a mini DGI class built into it at the beginning, in order to make up for the missed session on Tuesday. We then conducted our typical Q&A approach. Stocks discussed: ALE, UGI, XLU, SPY, STOR, MMM, JNJ, AXP, WFC, BRK/B, and OTEX.
In today's class, we discussed the narrative that the Fed is doing damage to the markets and that they will end up going too far on rate increases using past precedent to see exactly where we're at currently in this cycle. We also discussed abnormal long-term P/E ratios and what it would take to bring them back down to their mean.
This class discussed the big sell-off last week and how there was one major surprise when looking at the Sector Selector: Consumer Discretionary improved to become one of the top four sectors. The class then decided to kick one of our somewhat boring Utilities out of our account, in favor of a more caffeinated Consumer Discretionary stock.
This basic options class discussed the September options expiration period that occurred last week in the midst of a major market sell-off. We then discussed a head-to-head match-up between two Aristocrats, one from the Financials sector and the other from the Health Care sector.
This long-term investing class discussed the recent challenges for our Trading Plan, namely the surging 10 Year U.S. Treasury Yield. Only about 1 in 5 stocks currently in the S&P 500 have a dividend yield in excess of the interest yield on the 10-Year Treasury (3.6%). Now that we've officially bought stocks from all eleven sectors, we are now duplicating in some areas. Today's focus was the Consumer Staples sector.
This intermediate options class is designed for market participants who want to start trading more actively. Bullish and bearish directional strategies are guided by technical analysis and are used on both stocks and ETFs.
This swing trading class discovered that Momentum was back atop the Factor Selector (replacing Low Volatility), and Value remained on the bottom. We discussed the possibility of volatility later in the day when the Fed interest rate decision comes out. We ended class with three new swing trading ideas.
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.
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: SJM, SWKS, HD, TNX, META, STOR, ESS, and CUBE.
In today's class, we looked at the post-FOMC market reaction and how that impacts market expectations for a new bear market starting. We looked at the value/growth rotation to see if we need to make an adjustment back to safety yet. We also discussed long-term bonds expectations.
In today's class, we broke down bear markets from a charting perspective and from an intermarket relationships perspective. We discussed the possibility of a short-term bounce in upcoming days and where it could lead and what its peak could mean for the burgeoning bear market.
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.
This intermediate options class is designed for market participants who want to start trading more actively. Bullish and bearish directional strategies are guided by technical analysis and are used on both stocks and ETFs.
This class combined this week's FBST & TDTT classes into one (to make up for my COVID absence earlier in the week). We short sold a tech stock for FBST and we bought a large pharmaceutical stock for the TDTT class.
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.
This class combined our OLTI and DGI classes for this week (due to my ongoing COVID issues). In our OLTI class, we placed some GTC rolling orders. We then analyzed a tech stock versus a health care stock for a new sold put idea. In the DGI class, we focused on the Real Estate sector.
In today's class, we looked at the current market environment and discussed when to increase a position in long-term bonds and what to expect from international markets going forward with the abnormally strong dollar.
In today's class, we looked at the oversold environment that should lead to a short-term technical bounce and how to trade it. We discussed key resistance levels to monitor and what to watch for in various indicators to confirm these expectations.
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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