Everybody’s Wrong

It’s not every day people laugh when I tell them what I’m buying — but that’s been happening lately. And I think it’s worth talking about. As you know, I talk to a lot of people throughout the day —…

Lately, you’ve probably heard a lot of noise about “breadth deterioration” and “weakening markets.” But when you actually go in and count — you know, like a grown-up — it turns out to be the exact opposite. Leaders are leading,…

Founder’s Note: Our man Down Under is back after a brief hiatus to hit the links, have some fun, and recharge the battery. Quantitative Analyst Grant Hawkridge is all about simplicity, data, and perspective. Those things are always better than…

Sector rotation messes with people’s heads. They see leadership change hands and immediately assume the market’s rolling over. Relax. Just because the stocks that led the last few months aren’t leading today doesn’t mean breadth is breaking down. It probably…

At TrendLabs, we do the work. We’ve run the numbers, tested the data, and lived through the cycles. We know for a fact that asset prices trend. They’re not random. To someone new to markets, those daily or weekly price…

Every day, I wake up and decide how to best use my time. Should I be looking for stocks to buy? Should I be spending more time finding stocks to sell? Or should I be allocating capital to entirely different…

Humans have always been masters of adaptation. It’s the reason we’re still here — our ancestors learned to evolve, adjust, and survive while the other Homos couldn’t. Sure, some people still act like Neanderthals, but it was our species’ ability…

When we think about the stock market, it helps to stop thinking like Americans — and start thinking like Earthlings. It’s not the American stock market. It’s the stock market. Yes, the U.S. is the biggest and most important piece…