In this week's episode, Ian and Kevin discuss breadth and the continued thin nature of this market. They also touch on sector relative strength, metals and miners, the Yen, and the U.S. Dollar.

In this week’s episode, David and Ian discuss the continued strength from Tech and Semis, the potential breadth flush, and weakness overseas.

In this week’s episode, Ian and Kevin discuss the continued dominance from large cap tech names like AAPL and MSFT, while discussing the relative underperformance from the rest of the sectors. They also cover the recent performance of international areas, how bonds are starting to show signs of life, the US Dollar, and Japanese Yen.

In this week’s episode, David and Ian discuss the continued opportunity cost of owning Small Caps, lack of risk parity in Treasuries, the trade weighted dollar, credit spreads, sector analysis, and market breadth deterioration.

In this week’s episode, David and Kevin discuss Nvidia earnings and stock split announcement, other recent stock splits, Dow Theory and divergences, semiconductor seasonality, recent market performance, and the holiday weekend.

In this week’s episode, David and Ian discuss the solid rebound in equities and metals, including Gold and Copper. Interest rates find likely support for a move higher. What is a ‘weight of the evidence’ approach? And a potential summer return for Tech and Mega Caps.

In this week’s episode, David and Ian discuss the volatile week in stocks, what’s holding up underneath the surface, and why relying on headline data for market moves may not be the best choice.