A Sea Change in Market Momentum

Published on
March 21st, 2018
Duration
32 minutes

Up Next

Related Videos

Samir Madani: Tracking Illegal Oil Tankers
The Expert View ·

Samir Madani: Tracking Illegal Oil Tankers

Precious Metals & Natural Resources: The Bulls are Coming
The Expert View ·

Precious Metals & Natural Resources: The Bulls are Coming

Credit Risk Hiding In Plain Sight
The Expert View ·

Credit Risk Hiding In Plain Sight

Understanding Copper’s Future in an Electrified World
The Expert View ·

Understanding Copper’s Future in an Electrified World

Gold and The Dollar in the New Roaring 20s
The Expert View ·

Gold and The Dollar in the New Roaring 20s

Inflation and the Dollar in a Passive Investing Bubble
The Expert View ·

Inflation and the Dollar in a Passive Investing Bubble

Asset Allocation in a Risk-On Environment: Bank and Industrial Stocks
The Expert View ·

Asset Allocation in a Risk-On Environment: Bank and Industrial Stocks

How Green Energy Will Forever Transform the Commodities Sector
The Expert View ·

How Green Energy Will Forever Transform the Commodities Sector

Is Crude Oil the Best Inflation Hedge? And Other Oil Questions
The Expert View ·

Is Crude Oil the Best Inflation Hedge? And Other Oil Questions

The Exponential Age: Crypto’s Fast and Furious Rise
The Expert View ·

The Exponential Age: Crypto’s Fast and Furious Rise

Inflation Fake Outs, Oil Update, and Entrenched Interests as a Play on Fiscal
The Expert View ·

Inflation Fake Outs, Oil Update, and Entrenched Interests as a Play on Fiscal

The Value vs. Growth Stalemate: SPACs, Rising Yields, and Long/Short in a Post-GME World
The Expert View ·

The Value vs. Growth Stalemate: SPACs, Rising Yields, and Long/Short in a Post-GME World

Is the Reflation Trade Turning Now?
The Expert View ·

Is the Reflation Trade Turning Now?

Adapting to New Market Nuances and the Golden Age of Macro
The Expert View ·

Adapting to New Market Nuances and the Golden Age of Macro

Is Everything a Bubble? Why That’s the Wrong Question
The Expert View ·

Is Everything a Bubble? Why That’s the Wrong Question

Caution Danger! — A Perfect Storm of Risk
The Expert View ·

Caution Danger! — A Perfect Storm of Risk

Lyn Alden’s 2021 Macro Outlook
The Expert View ·

Lyn Alden’s 2021 Macro Outlook

Mike Green’s 2021 Big Picture Outlook
The Expert View ·

Mike Green’s 2021 Big Picture Outlook

Investing in Iraq: Perception vs. Reality
The Expert View ·

Investing in Iraq: Perception vs. Reality

The Winter of Discontent
The Expert View ·

The Winter of Discontent
29

A Sea Change in Market Momentum

The Expert View ·
Featuring Michael Oliver

Published on: March 21st, 2018 • Duration: 32 minutes

Michael Oliver has been analyzing market momentum for over 25 years. He started his firm, Momentum Structural Analysis after spotting the turning point ahead of the 1987 stock market crash. He believes that today is one of the most exciting times in his career, since all four major asset classes are undergoing a momentum change. Oliver forecasts that bonds will sell off and U.S. equities will suffer, but thinks there are some incredible opportunities in other assets that should get investors very excited. Filmed on March 12th, 2018.

Comments

Chapters

  1. 00:00:55
    Did your models flag February’s break out in the VIX?
  2. 00:02:05
    How did MSA get started?
  3. 00:09:20
    What are your momentum models flagging today?
  4. 00:11:27
    How does the USD fit in?
  5. 00:13:37
    What’s the outlook for equities?
  6. 00:15:49
    Where do you see commodities?
  7. 00:20:11
    What’s the sequencing of the move across different assets?
  8. 00:22:27
    Are there any global equities with positive momentum?
  9. 00:24:59
    Can central banks contain these momentum breaks?
  10. 00:27:06
    If stocks break first, will a flight to safety support bond prices?
  11. 00:28:08
    Across all assets, what are your top picks?
  12. 00:30:47
    Final Bullet Points