Bullish Christmas Sentiment, Long Term Momentum, Big Changes in Earnings Growth & Top Trade Ideas; Ford, Arlo, Apple | Alpha Insights Weekly Playbook
Jeff Huge, Chief Investment Officer of JWH Investment Partners and creator of Alpha Insights kicks off 2022 with an in-depth weekly playbook. This week’s topics include Christmas sentiment for the bulls vs the bears, Strategic Risk Allocation, Long Term Momentum, Volatility, Global Debt, Investor Sentiment, Serious Concerns for Earnings Growth, Inflation, Sector Rotation into Basic Materials and so much more.
- (2:28) Strategic Risk Allocation
- (4:25) Long Term Momentum: Diverging
- (5:22) 7 Year Cycle: 2022 is a Schmita
- (6:46) Elliott Wave Analysis: Nearing the Top
- (8:08) Market Participation: Narrow
- (8:58) Advance - Decline Lines
- (9:45) S&P Market Internals: Remain Weak
- (10:32) Volatility
- (11:22) Investor Sentiment: Optimistic
- (12:35) Big Changes in Earnings Growth
- (13:36) Inflation’s 40YR High
- (15:07) Global Debt
- (16:40) Sector Leadership Analysis: Basic Materials
- (18:41) Developed vs. Emerging Markets
- (19:46) Bitcoin
- (21:09) Top Trade Ideas
- (21:22) Ford
- (22:26) Arlo
- (23: 20) Apple
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Mehdi Sunderji, Director, OETV
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Jeffrey Huge, Alpha Insights,
