Chart based progressive global trading strategies, Chart Partners

Thomas Schroeder

Chart based progressive global trading strategies

Chart Partners

Chart Partners objective is to discover medium-term cycle turns and profit opportunities before they unfold, within structural trends while preserving capital with clear degrees of risk. We have real return ideas. 

Markets are dynamic and trading systems must reflect this. It is crucial to determine underlying correlations and lead-lag relationships within global markets and the impact on linked instruments. Our weekly Chartonics product gives you short-term trading strategies that can be applied within the medium and longer term macro trends that are mapped out in our strategy updates. 

Our methodology fuses global market variables and isolates drivers in trends. We specialize in FX, index trade in NY and Asia with a focus on Asian stocks. 

Technical Analysis

Nasdaq-100 Stock Index / Technical Analysis

Tech has been a long pair theme played via the NDX. SOX index (SMH ETF used for trading purposes) has been the better performer but we are now starting to see weaker signals on a relative basis while eyeing absolute levels that would raise red flags given the lead correlation to the NDX.Sell volumes spiked on Thursday/Friday and warn there is sell pressure lined up above and near that gap zone outlined in the chart.Semi’s tend to lead the NDX cycle which leads the SPX. These levels are critical components for the broader US equity cycle.

Tech has been a long pair theme played via the NDX. SOX index (SMH ETF used for trading purposes) has been the better performer but we are now starting to see weaker signals on a relative basis while eyeing absolute levels that would raise red flags given the lead correlation to the NDX.Sell volumes spiked on Thursday/Friday and warn there is sell pressure lined up above and near that gap zone outlined in the chart.Semi’s tend to lead the NDX cycle which leads the SPX. These levels are critical components for the broader US equity cycle.

SOX Cracks that Would Impact the Global Tech Cycle

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Our positive outlook on global equities (both the MSCI ACWI and ACWI ex-US) remains intact and we believe a “buy the dip” strategy is warranted. We recommend taking advantage of recent weakness -- where applicable -- by adding exposure to cyclical Sectors. Today’s recommendations focus on autos, auto parts, and machinery which span the Consumer Discretionary and Manufacturing Sectors.

Our positive outlook on global equities (both the MSCI ACWI and ACWI ex-US) remains intact and we believe a “buy the dip” strategy is warranted. We recommend taking advantage of recent weakness -- where applicable -- by adding exposure to cyclical Sectors. Today’s recommendations focus on autos, auto parts, and machinery which span the Consumer Discretionary and Manufacturing Sectors. 

Global Equity Strategy: Overweight Cyclicals

Of the ten items highlighted in last week’s Compass that we would like to see in order to turn more bullish, two have happened -- equal-weighted Energy and UK/European Financials are breaking out. This only serves to add to our already positive outlook as U.S. equities are poised to test all-time highs. We are upgrading equal-weight Energy to market weight. Also in today’s report, we highlight attractive Groups and stocks within Technology: Large-, Mid-, and Small-Cap Semiconductors.

Of the ten items highlighted in last week’s Compass that we would like to see in order to turn more bullish, two have happened -- equal-weighted Energy and UK/European Financials are breaking out. This only serves to add to our already positive outlook as U.S. equities are poised to test all-time highs. We are upgrading equal-weight Energy to market weight. Also in today’s report, we highlight attractive Groups and stocks within Technology: Large-, Mid-, and Small-Cap Semiconductors.

U.S. Equity Strategy: Upgrading Equal-Weight Energy Sector; Semis Are Leading Tech

In this report we detail our U.S. investment thesis and provide a detailed technical appraisal of the broad market, as well as highlighting attractive investment opportunities within each of our 12 Sectors.

In this report we detail our U.S. investment thesis and provide a detailed technical appraisal of the broad market, as well as highlighting attractive investment opportunities within each of our 12 Sectors.

U.S. Equity Strategy: Defensive Areas Weakening; Broad Market Attempting to Bottom

Wednesday's rally in U.S. equities was likely nothing more than a brief bear market rally, as confirmed by Thursday's sell-off.  All the major averages remain in downtrends and there continues to be an absence of bottoming patterns. Concerns that we have highlighted over the past several months continue to lead us to our intact cautious outlook.  In this report we highlight important technical levels and indicators, and highlight a bright spot for investors within the Consumer Staples Sector.

Wednesday's rally in U.S. equities was likely nothing more than a brief bear market rally, as confirmed by Thursday's sell-off.  All the major averages remain in downtrends and there continues to be an absence of bottoming patterns. Concerns that we have highlighted over the past several months continue to lead us to our intact cautious outlook.  In this report we highlight important technical levels and indicators, and highlight a bright spot for investors within the Consumer Staples Sector.

United States

The NASDAQ-100 Index is a modified capitalization-weighted index of the 100 largest and most active non-financial domestic and international issues listed on the NASDAQ. No security can have more than a 24% weighting. The index was developed with a base value of 125 as of February 1, 1985. Prior to December 21,1998 the Nasdaq 100 was a cap-weighted index.

Nasdaq-100 Stock Index (NDX INDEX)

SOX Cracks that Would Impact the Global Tech Cycle

Tech has been a long pair theme played via the NDX. SOX index (SMH ETF used for trading purposes) has been the better performer but we are now...

Thomas Schroeder

Global Equity Strategy: Overweight Cyclicals

Our positive outlook on global equities (both the MSCI ACWI and ACWI ex-US) remains intact and we believe a “buy the dip” strategy is warranted. We...

Vermilion Research

U.S. Equity Strategy: Upgrading Equal-Weight Energy Sector; Semis Are Leading Tech

Of the ten items highlighted in last week’s Compass that we would like to see in order to turn more bullish, two have happened -- equal-weighted...

Vermilion Research

U.S. Equity Strategy: Defensive Areas Weakening; Broad Market Attempting to Bottom

In this report we detail our U.S. investment thesis and provide a detailed technical appraisal of the broad market, as well as highlighting...

Vermilion Research

Bearish U.S. Outlook Intact

Wednesday's rally in U.S. equities was likely nothing more than a brief bear market rally, as confirmed by Thursday's sell-off. All the major...

Vermilion Research