Sunday | Monday | Tuesday | Wednesday | Thursday | Friday | Saturday |
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| 0 events, | 2 events, -  This class unveiled the new, overhauled Factor Selector tool, which will now be used for Trend Trading purposes. We also conducted three sets of analysis, within the Value, Dividend Yield, and Dividend Growth factors, which scored best on the rankings this week. The class voted to buy a railroad stock, a pharma giant, and an insurance company. -  This Q&A session examined the market’s failed opening gap, weakening technology leadership, metals’ long-term potential, real estate’s surprising strength, and the developing ETF Allocator that will guide benchmark-relative portfolio decisions. | 2 events, -  Today's class discussed our recent half-sales and tied it into a broader conversation about risk management and how that has helped us absorb the market's selling in some key momentum areas better than other traders. We then noted that Energy is now on top of the Sector Selector for the first time in many months. We ended class by purchasing a large banking stock. -  A divided market created both opportunity and risk as breadth strengthened while semiconductors weakened. The class examined that conflict, managed existing positions, rolled a profitable PayPal call, and constructed new bullish, bearish, and neutral trades based on each stock’s technical structure and earnings risk. | 2 events, -  Today's class discussed the surge in dividend growth stocks recently. What was eye-opening about it, is how quickly the sentiment has changed. Just one month ago, those very stocks were woefully out of favor. All of our holdings so far in this portfolio are showing profits. We worked on the Materials sector during class and selected a coatings producer for our portfolio. -  The July 29 Technical Analysis class examined why equal-weight outperformance does not necessarily represent healthy market broadening. Defensive rotation, weakening technology leadership, bearish price signals, and deteriorating momentum have increased the probability of an intermediate decline, although a correction has not yet been fully confirmed. | 2 events, -  Today's class discussed a celebratory milestone, featuring a long-term commitment to the stock market. We then learned about our Superinvestor of the day: Sir Chris Hohn. Remarkably, our class portfolio already had exposure to all, but two, of Hohn's 13F-listed investments. We ended class by purchasing a credit rating company. -  Technology’s powerful rebound lacked broad market participation, leaving the intermediate decline unresolved. The class closed underperforming calendars, expanded the August inventory, established September positions, and identified the exact price and delta thresholds that would trigger future hedges. | 2 events, -  Today's class discussed a big news story that hit within the last day, which helped explain some of the market's erratic movements in the past month. A major hedge fund was being forced to unwind, which actually benefited dividend investors and put pressure on semiconductor and AI stocks. But that now has a chance to reverse, due to the story being aired out. We sold a put on a pharma giant at the end of class. -  The class evaluated whether the market’s rebound marked a lasting recovery or an oversold bounce, while examining rising Treasury yields, concentrated growth leadership, historical secular-cycle returns, and the evidence required before changing the current portfolio allocation. | 0 events, |
| 0 events, | 1 event, Monday’s Q&A reviewed the market’s three-day rebound, the evidence still needed to confirm a breakout, and how multiple technical factors strengthen support and resistance. UNH and Apple demonstrated why confirmation, chart structure, and margin of safety should guide trading decisions. | 1 event, 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. | 1 event, This Technical Analysis class examined whether the market’s historic rebound and apparent breakout marked the start of a sustainable advance or a technically stretched move vulnerable to failure. The session compared price strength with sentiment, breadth, money flow, weekly candle structure, semiconductor leadership, and the signals separating a normal pullback from a developing correction. | 1 event, This Options Inventory Trading class reviews an extended bullish market, the August inventory, and the beta-weighted delta signals used to determine when a hedge may be needed. It also explains the strategy’s capital-allocation rules before using movement in the 20-delta strikes to expand the September inventory. | 2 events,Today's class analyzed Christopher Bloomstran's approach, which focuses on value investing. He is one of the most knowledgeable investors on the topic of Berkshire Hathaway. We discussed our recent good news in the form of another Coffee Can stock, and then ended class with a purchase of a popular Communications stock.  In this Portfolio Management with ETFs class, the market’s latest breakout and the case for maintaining a growth-oriented allocation are evaluated alongside the broader macro forces that could influence future portfolio decisions. The session examines Treasury yields, the yield curve, inflationary versus deflationary regimes, currency trends, and current sector leadership, then connects those factors to the developing ETF Allocator and how it will help guide future allocation tilts. | 0 events, |
| 0 events, | 2 events, Today's class discussed the resurgence of speculative factors after last week's sizable broad market rally. We then bought a Tech stock out of the Value factor, a Discretionary stock out of the Growth factor, and a Health Care stock out of the Low Size factor. This Ask a CMT Q&A session examines how traders can respond when improving technical setups have not yet delivered full confirmation. Subscriber questions cover UBER, semiconductors, Oracle, EWG, CME, the longer-term interest-rate outlook, calendar and diagonal option spreads, and elevated corporate insider selling. The session emphasizes staged position sizing, patience near resistance, and using price evidence to distinguish early improvement from a confirmed reversal. | 2 events,Today's class discussed the resurgence of Technology to the top of the sector rankings, after taking a couple of weeks off. We saw a noticeable movement in the defensive sectors falling and the speculative/growth sectors rising. We ended class by purchasing a Discretionary stock. This Directional Options Strategies class examines weakening volume support, vulnerable semiconductor leadership, and the signals that could distinguish ordinary market noise from a developing correction. Premium members learn how the Market Cycle Roadmap guides directional bias, position management, and new trade selection while using defined loss, appropriate sizing, expiration, and break-even levels to manage the risk of being early or wrong. | 2 events,This long-term investing class reviewed the sector stairstep attractiveness rankings and determined that Consumer Staples was one of the few attractive areas left for new DGI money. Otherwise, we are scraping historical lows, in terms of opportunities, which is another way of saying that dividend stock prices have done tremendously well in the last month or so. We ended class by purchasing a beverage company. This Technical Analysis class examines whether the market’s current bullish stage is approaching a near-term transition. The session uses closing behavior, volume support, the 20-day Hull moving average, momentum, Parabolic SAR, and extreme volatility readings to distinguish an aging advance from a confirmed reversal and explain why traders should wait for objective evidence before treating a routine pullback as a larger market-cycle change. | 2 events,Today's class reviewed Chris Davis' approach towards investing, which involves a healthy dose of insurance stocks (following in the footsteps of his dad and grandfather). We noted how Financials and Technology are the largest sector allocations of our class portfolio and those two sectors have been amongst the strongest sectors recently. We ended class by purchasing another Financials stock. The August 13 Options Inventory Trading class demonstrates how to manage late-cycle inventory after a sharp rally creates positive portfolio delta. The session covers sizing a three-contract /MES hedge, applying the 10% extrinsic-value rule to August positions, and balancing the September inventory across delta, theta, and vega using short-premium positions and put calendar spreads. | 2 events,Today's class reviewed recent dividend increase announcements, where we analyzed a couple of Dividend Kings. We then reviewed our portfolio, where we are struggling with rolling one of our current sold put trades. We ended class with a head-to-head matchup for a new trade on a Utility versus an Industrials stock. Portfolio Management with ETFs will not meet on August 14 because David is out of town. The next session is August 21 at 1:00 p.m. Eastern. | 0 events, |
| 0 events, | 2 events,Today's class reviewed the Factor Selector tool, and noticed a huge surge in the Momentum factor. The market is once again growing comfortable with the AI build-out theme. We bought a stock from the following three factors: Value, Momentum, and Low Size. The August 17 Ask a CMT Q&A session examines global Shiller CAPE valuations, seasonal volatility risk, credit-market ratio charts, and individual-stock decisions involving WHR and SNDK. Premium members learn how to combine market trend, volatility, relative strength, opportunity cost, position sizing, and confirmation signals when evaluating breakouts, managing a dividend-cutting stock, or considering a new entry. | 2 events,Today's class noted the renewed strength in Technology class. There's only been two weeks in the last few months where Technology was not at the top of the Sector Selector rankings. We ended the class by purchasing an oil refining stock. The August 18 Directional Options Strategies class introduces a rolling 252-session bullish-regime study and applies it to a market showing higher index highs but weakening upside capacity. The session reviews current-position management, balanced directional exposure, and September trade selection through bullish LUV and bearish CVNA verticals, plus a contingent JNJ order. | 2 events,Today's class discussed the surge of a previous class holding, due to a positive drug result. We also discussed how different strategies consider overvalued vs undervalued in the various approaches. We conducted a head-to-head matchup between a couple of small Technology stocks at the end of class. This Technical Analysis class examines whether the market’s rebound reflects renewed strength or a temporary bounce within an extended intermediate rally. The session introduces a rolling bullish-regime indicator and combines it with Fibonacci retracements, Market Forecast momentum, technology leadership, the dollar, and Treasury yields to evaluate confirmation, divergence, pullback susceptibility, and potential opportunities. | 2 events,Today's class reviewed Chuck Akre's "Three-legged Stool" strategy. He has been involved with growth compounders for decades and we learned about two of his 100-baggers. We bought an industrial company from his portfolio at the end of class. The August 20 Options Inventory Trading class completes the August expiration review and builds a more balanced September inventory. Premium members see how low-value contracts were closed, why open-position P&L can misrepresent completed vertical-spread results, how new condors were added across multiple ETFs, and how calendar spreads were used to reduce negative Vega while preserving theta and a broad expiration range. | 2 events,Today's class reviewed recent dividend increase announcements, including a couple that have more than a half-century of increases under their belts. We then discussed a rolling trade we had to conduct on a sold put that hasn't worked out for us yet. We ended class by selling a put on a Dividend Aristocrat that has been in the midst of a V-shaped rally. The August 21 Portfolio Management with ETFs class introduces the ETF Allocator’s complete decision process. Members see how market regime, inflation conditions, relative strength, and volatility shape portfolio proposals. The class approves several smaller sector, international, and fixed-income adjustments while deferring the major large-cap growth-to-value transition until stronger technical confirmation appears. | 0 events, |
| 0 events, | 2 events,Today's class reminded participants that Trend Trading often involves buying traditionally-overvalued securities. Trend Traders look for strong price action, which often brings a potential stock candidate to all-time highs. It's at that point that a stock is likely more highly valued than it was in previous months. But Trend Traders are generally ok with that because they aren't buy-and-hold investors and are willing to sell when the tide turns. The August 24 Ask a CMT Q&A session examines the market's near-term weakness, the outlook for gold and Bitcoin, European ETF opportunities, practical uses and limitations of AI, and international diversification. The discussion emphasizes combining trend, relative strength, valuation, position sizing, and source verification when evaluating portfolio decisions. | 2 events,Today's class discussed last week's big Health Care news, regarding success in development of a personalized cancer vaccine. That news was an additional catalyst to the sector, which was already on a positive move within the stock market. Health Care is now at the top of the Sector Selector, after being dead-last just over 3 months ago. We bought a payments platform stock at the end of class. 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. | 2 events,Today's class reminded folks that listening to their guts is likely more important as buy-and-hold investors than in other aspects of trading. DGI typically involves holding less volatile securities than other strategies, but it doesn't mean you get a hall pass to avoid pain altogether. We ended class by purchasing a utility stock with over a quarter century of dividend increases. This Technical Analysis class examines whether the market’s unusually tight range represents healthy consolidation or growing vulnerability ahead of NVIDIA’s earnings. The session combines volatility compression, trend strength, breadth, credit, options positioning, and relative leadership to evaluate the next potential range expansion and whether weakening technology leadership could strengthen the case for a rotation from growth toward value. | 2 events,Today's class reviewed Dan Loeb and his approach towards activist investing. We also looked at premarket winners, where one of our holdings was on the positive side of the 9at9 and is considered one of the most important stocks in the market. We ended class with a head-to-head matchup of two highly acquisitive companies, but the class voted to leave our current portfolio fully intact. The August 27 Options Inventory Trading class brings the September inventory close to its risk allocation while balancing Delta, Theta, and Vega. The recording demonstrates potential Micro E-mini futures hedges, explains how calendars offset the volatility exposure of iron condors, and begins the October cycle with new SPY and IWM positions. | 2 events,Today's class reviewed recent dividend increase announcements. We talked about the percentage of additional fractional shares that have helped our long term positions, due directly to DRIP. We talked about the two difference maintenance techniques we use in this class, after we've sold a put. We ended class with a new position in an asset-light stock that was hit earlier this year, in the SaaSpocalypse. The August 28 Portfolio Management with ETFs class uses the Broad ETF Allocator and relative-strength evidence to evaluate a proposed growth-to-value rotation. The class retains the 70% equity and 30% fixed-income allocation, keeps the growth tilt, and approves smaller changes across emerging markets, cyclical sectors, and fixed income while waiting for stronger value confirmation. | 0 events, |
| 0 events, | 2 events,Today's class discussed recent trading activity. Growth stocks have perked up, possibly due to some extreme positive reactions to earnings from software stocks last week. We also noted how Energy stocks have continued to benefit the Value factor. Dividend Growth is also holding firm. We bought three new stocks at the end of class. The August 31 Ask a CMT Q&A session examines EQT as a potential longer-term position, earnings double diagonals, higher interest rates and sector performance, AI-driven stock-picking services, and yield-curve inversion. Premium members learn how David uses technical confirmation, options structure, economic context, and market relationships to evaluate real trading and investing decisions. | 2 events,Today's class focused in on the leading sectors from the Sector Selector, which included: Health Care, Technology, Energy, and Financials. At the end of class, we sold a Real Estate stock and replaced it with a Technology stock. The September 1 Directional Options Strategies class connects weakening market breadth and rising macro pressure with defined-risk position management. The session reviews existing bearish and range-bound trades, adjusts Dropbox and GitLab exposure ahead of earnings, explains how different expirations can cover distinct outcomes, and opens a Qualcomm iron condor around its established trading range. | 2 events,This class reviewed the most recent monthly Dividend Stairstep Statistics. We talked about the negative impact of higher interest rates on certain sectors/industries. We ended class with a head-to-head matchup in the Discretionary sector. This Technical Analysis class evaluates the S&P 500’s attempted rebound while the Nasdaq, Russell 2000, and semiconductors retain weaker technical structures. It also introduces an EMA Compression Study that normalizes moving-average width with ATR, helping distinguish compact conditions, emerging expansion, and potentially unsustainable extensions while preserving price and the PPO as the sources of directional confirmation. | 2 events,Today's class featured David Einhorn, who was famous for calling the Lehman Brother collapse in 2008, which a prominent short position against the company. We listened to a media clip from that era where he explained his reasoning. At the end of class, we sold a Technology stock and replaced it with a Health Care stock. The September 3 Options Inventory Trading class connects an improving but incomplete market rebound with September inventory management and October position sizing. The recording reviews earnings double diagonals, the 10% extrinsic-value rule, volatility conditions, and positions across major indexes, bonds, and gold before establishing a conditional end-of-day plan for the portfolio hedge. | 2 events,Today's class reviewed recent dividend increase announcements, where more than half of the week's increases were in the double-digit percentages (incredibly rare). We then reviewed our portfolio and talked about a Discretionary stock slipping into the blue zone of the Stairstep charts, but because our strike price was low enough, we're not in any immediate danger. We ended class by selling a new put on an oil stock. The September 4 Portfolio Management with ETFs class used the ETF Allocator to evaluate the portfolio’s 70/30 allocation, inflation regime, growth-versus-value leadership, fixed-income duration, and international positioning. The session demonstrates how rankings and proposed changes are tested against broader evidence before turnover is authorized, resulting in a continued growth emphasis and only limited portfolio adjustments. | 0 events, |
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