Is there anything out there not going up in price, I mean other than U.S. Treasury Bonds?

Stocks are making new highs. Precious metals are underperforming, as usual, but at least they're trying to push up against new absolute highs.

Looks like the Bond bulls are just throwing in the towel:

With the stocks in the U.S. and all over the world breaking out to new all-time highs, how do you think people are reacting to it?

Do you see excess optimism out there?

I don't.

It's a new year and I'm back on the TV to chat with Catherine Murray at BNN Bloomberg. I wish I was in Toronto to shoot this live so I could get some Thai food or something afterwards, but we'll settle for a Skype call in this one! Man I love visiting Toronto.

Anyway, I don't think there's been anyone on her show who has been as bullish stocks as we have over the past 6-8 months. I even asked her, but she just laughed. Remember Just Buy Them Baby! from July?

What's changed since then? Only additional sector rotation, further breadth expansion and unparalleled participation (and new leadership) from global markets. Are you not entertained?

Check out the interview in full. We touch on some important points:

This week Howard and I talk about the evolution of markets. There are new ways for investors to allocate money almost every day. SPACs are back! More IPOs this year, and many of them going up. New tickers every day.

What do we do about it? How can we get involved? We discuss all of that in this video!

As we enter 2021, what are the areas we need to be watching? Howard thinks there are 3 major themes to be long for the next decade:

Fintech, Healthcare & Education.

It's hard for me to disagree, especially from a Technical perspective.

Here's the video in full:

From the desk of Steve Strazza @Sstrazza

Dividend aristocrats are easily some of the most desirable investments on Wall Street. These are the names that have increased dividends for at least 25 years, providing steadily increasing income to longer-term minded shareholders.

As you can imagine, the companies making up this prestigious list are some of the most recognizable brands in the world. Coca-Cola, Walmart, and Johnson & Johnson are just a few of the household names making the cut.

Here at All Star Charts, we like to stay ahead of the curve. That’s why we're turning our attention to the future aristocrats. In an effort to seek out the next generation of the cream-of-the-crop dividend plays, we’re curating a list of stocks that have raised their payouts every year for 5-9 years.

Introducing the Young Aristocrats. We like to say these are "stocks that pay you to make money". Imagine if years of consistent dividend growth and high momentum & relative strength had a baby, leaving you with the best of the emerging dividend giants that are outperforming the averages.

Metals are soaring and we're tracking this space to see if the sector breaks above its resistance. We are currently working on the Quarterly Playbook for our Premium members but wanted to pause and share some interesting ideas with you guys here.

Did you see Crude Oil breaking out above all of those former lows from the past 4 years?

Wow, Crude Oil is back!

Take a look at this massive topping pattern that completed in the first quarter this year. Crude Oil prices are now back above that massive neckline.

This is the video recording of our January 4, 2021 Monthly Charts Live Strategy Session

From the desk of Steve Strazza @Sstrazza and Louis Sykes @haumicharts

At the beginning of each week, we publish performance tables for a variety of different asset classes and categories along with commentary on each.

Looking at the past helps put the future into context. In this post, we review the absolute and relative trends at play and preview some of the things we’re watching in order to profit in the weeks and months ahead.

After several months of consolidation, the major indexes have set the foundation for another leg upward in line with their primary trends. We've been seeing many of them resolve higher in recent weeks.

We continue to see rotation into economically sensitive and cyclical assets - supporting our view that there is a strong appetite, not aversion, for risk.

And the FICC markets continue to confirm this bullish environment for stocks and risk assets.

Consumer Staples stocks are breaking out to new all-time highs. These are the stocks representing the companies whose services and products we as consumers would still buy regardless of how bad the economy might be. These stocks historically outperform by a lot when stocks in general are under pressure, which makes sense right?

I mean, no matter what, we're still going to brush our teeth and wash our dishes, drink beers and smoke cigarettes. Those are the "Consumer Staples": Procter & Gamble, Pepsi, Philip Morris, etc.

When stocks are doing well, you'll see Staples underperforming, because money is less willing to pay up for those defensive less growthy stocks. I wrote about this here and how this plays into our approach in the current market environment.

Anyway, here are Staples breaking out to new highs, and key extension level:

From the desk of Steve Strazza @Sstrazza

In a further effort to identify individual equities that fit within our larger more Macro thesis, we couldn't be happier to roll out and share our latest bottoms-up scan: "The Minor Leaguers."

We'll also be writing a post every other week where we outline some of our favorite setups from the watchlist. This is the first edition.

Moving forward, we'll be rotating this column with "Under The Hood" each week.

In order to make it onto our Minor League list, you must have a market cap between $1 and $2B. There are also price and liquidity filters.

Then, we simply sort the stocks by their percentage from new highs. Easy.

From the desk of Steve Strazza @Sstrazza

Welcome to the 2 to 100 Club.

Something we’ve been working on internally this year is using various bottoms-up tools and scans to complement our top-down approach. One way we’re doing this is by identifying stocks as they climb the market-cap ladder from small, to mid, to large, and ultimately to mega-cap status (over $200B).

Once they graduate from small-cap to mid-cap status (over $2B) they come on our radar. Likewise, when they surpass the roughly $30B mark, they roll off our list.

But the scan doesn’t just end there. We only want to look at the strongest growth industries in the market as that is typically where these potential 50-baggers come from.