Material Strength

Published on
October 1st, 2018
10 minutes

Material Strength

Trade Ideas ·
Featuring Mark Newton

Published on: October 1st, 2018 • Duration: 10 minutes

Mark Newton, president and founder of Newton Advisors thinks the beaten-down materials sector is poised to pop. Mark shares the technical and fundamental signals behind his outlook with Justine Underhill. Filmed on September 25, 2018.


  • RK
    Roger K.
    20 October 2018 @ 08:49
    This thesis totally went wrong!
  • CY
    3 October 2018 @ 00:38
    Interesting analysis and much appreciated. I am cautious on his premises that dollar is starting to turn down and that EM is stabilising. Both will come around in the future but some patience is warranted at this point in time.
  • DF
    Diamantino F.
    2 October 2018 @ 09:40
    Dollar down ? Europe growing ?
  • NI
    Nate I.
    1 October 2018 @ 23:13
    Some of the materials space are an industries in liquidation so I love them long-term, but in the short run? Whoa. It's not time yet except in select areas. Maybe a person could trade a few bucks out of this if they're very nimble and lucky, but the only way I see a decent rally in XLB is if the perverse safety trade into US equities plays out as a consequence of some air coming out of the global debt bubble. On a side note, Justine started off a little rocky, but she just gets better and better. Good hire RV.
  • HJ
    Harry J.
    1 October 2018 @ 16:42
    Who has more credibility, Stan Druckenmiller or him? I’ll take Druckenmiller!
  • AC
    Andrew C.
    1 October 2018 @ 11:01
    same video as "technical breakout in crude oil" - perhaps the wrong video file uploaded?
    • BB
      Brooks B.
      1 October 2018 @ 14:17
      Looks like its correct now