Rotation out of US Markets is benefiting a couple key sectors

January 4, 2021

Rotation continues to be the theme of financial markets.

TG Watkins, Director of Stocks at Simpler Trading joins me to recap the rotation of money in the markets to kick off 2021. The broad averages are declining but the money is moving into precious metals, cannabis stocks, and Bitcoin to name a few of the out performers.

Click here to visit the Profit Pilot website to follow along with what TG is trading.

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    Jan 04, 2021 04:31 PM

    That was a good macro discussion on a few different sectors from TD Watkins in that interview today. Yes, Precious Metals, Cannabis stocks, and Bitcoin have all been on a tear recently. I’d also include Platinum/Palladium stocks, Uranium stocks, and Lithium stocks have been moving well, and select base metals plays, particularly in Copper and Nickel have been moving well, as well as even some of the Zinc companies. Things are really firing on all cylinders in the markets, which seems really divorced from what people are experiencing on the small business level and the economic pain that many individuals are experiencing with so many unemployed and out of savings. It’s a real dichotomy between wall street and main street.

    Well, at least the US government is sending out $600 to everyone… so that should fix it. 😮

      Jan 05, 2021 05:30 AM

      Lawrence Lepard – The Currency Reset Is Coming | Gold, Silver & Mining Stocks Will Moonshot

      I Love Prosperity – Jan 4, 2021 #VIDEO Interview

      “The Currency Reset Is Coming | Gold, Silver & Mining Stocks Will Moonshot – in this video we talk to Lawrence Lepard and he explains how we got to this point, where we are on the brink of a currency reset, so many people are unemployed, what the future looks like, and his expectations for Gold and Silver.”

    Jan 04, 2021 04:09 PM

    My father reccommended I major in economics. He, a NYC executive in copper division of AMAX, (now Freeport), played inflation right in the seventies. A no brainer, I been here before.

    Jan 04, 2021 04:33 PM

    Problem is, John Q Public hasn’t a clue as to what’s coming. He’ll have to work 3 jobs & become his own witch doctor. Most Boomers aren’t much better off—

    Jan 05, 2021 05:15 AM

    And some good news from my spec pot play for 2021….I own the warrants on red white and bloom. Great leverage play if you’re patient and get them without paying too much of a premium

    Jan 05, 2021 05:25 AM

    Thanks for the recommendation wolf. I like the setup on the chart. Low volume and still u set the radar really. Also cse exchange cad would I prefer to be :).

    Let me know if you have another gem like impact silver but in the pot world.

    Cheers my friend

    Jan 05, 2021 05:52 AM

    Well I got lucky with the OIH and XOP I bought in after-hours yesterday. Both are up 6-7%.

      Jan 05, 2021 05:05 AM

      That’s awesome Matt 😉 noted!

        Jan 05, 2021 05:35 AM

        They’re still climbing. Up about 9% now! 😁

          Jan 05, 2021 05:36 AM

          Yes, Nice pop in oil/gas, Doc belive we have one more downturn in the oil/gas sector, do you see the same in your charts Matthew?

          I don’t think that luck has anything to do with your trading, lol.
          I like,
          And a few others.

            Jan 05, 2021 05:28 PM

            Pete, assuming he’s talking about something significant like a move even remotely approaching a retest of the low, I don’t think so. Admittedly, oil is not technically completely “out of the woods” yet but I am treating it as if it is because of many factors including the behavior of the rest of the commodities complex as well as the oil and gas stocks themselves.
            From its secular bull market high in 2008 to its secular low last year, oil fell 95% versus the simultaneously rapidly shrinking US Dollar for a real decline of almost 98%. I think that is more than enough downside excess to negate the need for any attempt at a retest of the epic wring-out that painted a $6.50 low.
            I will be surprised if it goes under $40 again and even a move below $45 will get my attention unless it is very brief.

            I do feel lucky that I got off my butt and gave those OIH and XOP charts a look after the bell yesterday. It had been awhile and I almost didn’t bother, especially with the gold sector stealing my attention the way it did!

            Thank you for sharing some of your picks. I’m always looking for a good setup.

    Jan 05, 2021 05:21 PM

    Matthew, I don’t think he was talking about a retest off the lows, He said: A sector that has been buffeted big time is the oil/gas sector. That’s an area I’m increasingly watching and slowly taking positions. I believe we have one more downturn in a lot of these stocks for a semi bottom and then I’m really going to get more aggressive.

    Regardless, the crash was epic and i absolutely think the bottom is in, and i added on this pullback.

    I guess we are lucky to live in these times, first the pm bottom 2015-2016 and then the oil and gas bottom.

    Thank you, Matthew