Trends with Friends

On Episode 44 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee talk Nasdaq 100 Exceeds Expectations, The Greatest Sentiment Check, Life’s Simple Rules, Whipsaw Hunting, and New Year’s Resolutions. Like and Subscribe if you enjoy the show. Chapters Welcome (0:00) Don’t Overthink Year To Date Returns (3:29) The Greatest Sentiment Check (5:30) Nasdaq 100 Returns 55% (8:33) The Importance of Asset Allocation (10:58) Life’s Simple Rules (14:23) Looking at the Last 5 Quarters (16:00) Sell Side Analysts Expectations (19:53) Cash on the Sidelines (27:06) Holding Cash (29:26) Whipsaw Hunting Season (35:53) Chewy Ripper (40:04) Degeneracy (42:41) CashTag Awards (46:45) New Year’s Resolutions (50:16) Simplicity vs. Everyone (51:09) Resolutions Continued (53:11) Featured Links The Chart Report — https://www.thechartreport.com/todays-daily-chart-report/  Stocktwits Tulip Mania Hoodie — https://shop.stocktwits.com/collections/throwback-collection/products/tulip-mania-hoodie?variant=39256237506658  Howard’s Blog — https://www.howardlindzon.com/  JC’s Blog — https://allstarcharts.com/blog/  Pearl’s Prime Cuts — https://primecuts.substack.com/  Riley’s Blog — https://popularprice.beehiiv.com/  Follow Us on Twitter Howard Lindzon — https://twitter.com/howardlindzon  JC Parets — https://twitter.com/allstarcharts   Phil Pearlman — https://twitter.com/ppearlman  Riley Rosebee — https://twitter.com/be_rosebee 

On Episode 43 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee review Sentiment Volatility, Bull Market Feasts, Santa Comes to Stocks, Curating Alpha, Financial Mutts and the Small-Cap Squeeze.  Like and Subscribe if you enjoy the show. Chapters Welcome (0:00) Sentiment Volatility (1:06) Bull Market Feasts (2:04) Intro (3:04) Santa Comes to Stocks (3:31) Can China Catch Up? (5:08) The World’s Most Important Stock Market Index (5:49) Don’t Be A Dummy (7:13) Small-Cap Squeeze (8:26) TopBuild Breaks Out (13:33) Infrastructure is In Play (15:38) The Year of the Dragon (17:33) Chewy Scoop and Score (19:08) KeyCorp Continues (19:57) Wells 52-Week Highs (20:19) Regional Banks, $OZK + $AX (21:57) What’s Working (26:48) Curating Alpha (29:12) Financial Mutts (31:29) Don’t Flock to Financial Gurus (34:22) Bonds and Stocks Move Together (36:31) Extreme Outperformance (38:44) Catching Up on Fashology (43:05) It’s a Bull Market, You Know (44:22) Featured Links Howard’s Blog — https://www.howardlindzon.com/  JC’s Blog — https://allstarcharts.com/blog/  Pearl’s Prime Cuts — https://primecuts.substack.com/  Riley’s Blog — https://popularprice.beehiiv.com/  Follow Us on Twitter Howard Lindzon — https://twitter.com/howardlindzon  JC Parets — https://twitter.com/allstarcharts   Phil Pearlman — https://twitter.com/ppearlman  Riley Rosebee — https://twitter.com/be_rosebee 

On Episode 42 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee review Trailing Uber, Emerging Markets Emerge, Regional Banks Rip, $MMYT Marches Higher and Follow the Dollar. Like and Subscribe if you enjoy the show. Chapters Intro (0:00) Overbought Is Evidence of Uptrends (3:00) The Most Important Chart of the Week (6:20) Trailing Uber (7:26) Dow Transports (9:33) The Average American (13:33) Credit Check (15:38) Follow the Dollar (16:13) Emerging Markets Emerge (16:36) AI Benefits Autodesk (18:50) Regional Banks Rip (19:51) CloudFlare Continues (21:55) Watching Goldman Sachs (23:36) Shopify & Ecommerce Sentiment Check (26:46) $MMYT Marches Higher (30:59) Axon Ticks All-Time Highs (31:41) Eli Lilly Lags (35:11) Strength in Semis (36:38) Crypto, Speculation Nation (37:15) Again, Follow the Dollar (41:47) Trading in Low Volatility (43:30) Featured Links Howard’s Blog — https://www.howardlindzon.com/  JC’s Blog — https://allstarcharts.com/blog/  Pearl’s Prime Cuts — https://primecuts.substack.com/  Riley’s Blog — https://popularprice.beehiiv.com/  Follow Us on Twitter Howard Lindzon — https://twitter.com/howardlindzon  JC Parets — https://twitter.com/allstarcharts   Phil Pearlman — https://twitter.com/ppearlman  Riley Rosebee — https://twitter.com/be_rosebee

On Episode 41 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee talk $6 Trillion on the Sidelines, Big Bases, Go Go Google, Howie’s Trip to SF, Unbundling Sports and more. Like and Subscribe if you enjoy the show. Chapters Intro (0:00) Fresh Charts (4:47) Buying Regional Banks (8:10) $6 Trillion on the Sidelines (9:20) Howie’s Trip to SF (14:24) Go Go Google (18:33) $MMYT, Checking the Box (22:51) Big Bases, BTC + ETH (25:44) Shoutout Michael Saylor (33:46) Unbundling Sports (36:45) There’s Nothing Wrong with Old & Boring (43:15) Something Bearish (48:36) The Poison Ivy League (50:46) Featured Links Howard’s Blog — https://www.howardlindzon.com/  JC’s Blog — https://allstarcharts.com/blog/  Pearl’s Prime Cuts — https://primecuts.substack.com/  Riley’s Blog — https://popularprice.beehiiv.com/  Follow Us on Twitter Howard Lindzon — https://twitter.com/howardlindzon  JC Parets — https://twitter.com/allstarcharts   Phil Pearlman — https://twitter.com/ppearlman  Riley Rosebee — https://twitter.com/be_rosebee

On Episode 40 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee talk Bull Market Parties, the 17-Month Bull Market, Societal Dissatisfaction, Strength in Defense, India’s Upside and more. Like and Subscribe if you enjoy the show. Chapters Intro (0:00) Bull Market Parties (0:47) The 17-Month Bull Market (1:49) Societal Dissatisfaction (8:31) Widening Market Breadth (13:50) Stocks & the US Dollar (14:42) Today’s Inflationary Environment (16:56) Strength in Defense (18:00) Price is the Message (20:50) CloudFlare’s Cheap Implied Volatility (22:11) Can Biotech Bounce Back? (27:44) Excess Unicorn Supply (30:55) Stocks 2-Year Stagnation (36:20) Crypto Broke the SEC (38:04) Strength in Global Markets (39:27) India’s Upside (41:59) Size Doesn’t Matter, Shoutout Grass Clippings (46:19) Phil’s Final Thoughts (47:31) Enjoy What You Do, Do It Well (51:36) Featured Links In-Person: New York Chapter Meeting featuring JC Parets, CMT & Holiday Cheer — https://cmtassociation.org/event/new-york-chapter-meeting-featuring-jc-parets-cmt/  Grass Clippings — https://grassclippingsaz.com/  Finchat.io — https://finchat.io/  Howard’s Blog — https://www.howardlindzon.com/  JC’s Blog — https://allstarcharts.com/blog/  Pearl’s Prime Cuts — https://primecuts.substack.com/  Riley’s Blog — https://popularprice.beehiiv.com/  Follow Us on Twitter Howard Lindzon — https://twitter.com/howardlindzon  JC Parets — https://twitter.com/allstarcharts   Phil Pearlman — https://twitter.com/ppearlman  Riley Rosebee — https://twitter.com/be_rosebee

On Episode 39 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee review the Sam Altman Soap Opera, Semiconductors as a Leading Indicator, Industrials and Homebuilders Inch to All-Time Highs, The Luxury Trend Continues, Pessimistic Sentiment and more. Like and Subscribe if you enjoy the show. Chapters Intro (0:00) Jingle Bells Fun Fact (0:18) Howard Hates Burgundy (1:55) Happy Thanksgiving (3:08) The Sam Altman Soap Opera (4:46) Nvidia Earnings (11:31) Strength in Semis (12:30) Follow the Reaction (16:33) OpenAI Chaos Assists Google (17:53) Semiconductors Are The Leading Indicator (18:50) Industrials and Homebuilders Inch to All-Time Highs (20:57) European Banks Multi-Year Breakout (22:42) Global Participation (26:44) The Luxury Trend Continues (35:25) Video Game & Content Degeneracy (37:58) Pessimistic Sentiment (41:03) State of Start Ups (44:02) Seasonality (47:44) Phil’s Final Thoughts (49:14) Featured Links In-Person: New York Chapter Meeting featuring JC Parets, CMT & Holiday Cheer — https://cmtassociation.org/event/new-york-chapter-meeting-featuring-jc-parets-cmt/  TechMeme — Techmeme Matthew Prince on OpenAI — https://twitter.com/eastdakota/status/1726735785188073726  FinTechJunkie — https://twitter.com/fintechjunkie  Howard’s Blog — https://www.howardlindzon.com/  JC’s Blog — https://allstarcharts.com/blog/  Pearl’s Prime Cuts — https://primecuts.substack.com/  Riley’s Blog — https://popularprice.beehiiv.com/  Follow Us on Twitter Howard Lindzon — https://twitter.com/howardlindzon  JC Parets — https://twitter.com/allstarcharts   Phil Pearlman — https://twitter.com/ppearlman  Riley Rosebee — https://twitter.com/be_rosebee

On Episode 38 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee review The Dollar Drops, Tech Ticks All-Time Highs, Public Rancor, Risk On // Risk Off, Human Intelligence and Financial Lit with AI. Like and Subscribe if you enjoy the show. Chapters Intro (0:00) Howard is Here (1:07) Last Week at WatchBox (1:41) Chart Talk (4:14) The Dollar Drops (6:40) Public Rancor (9:18) UBER & MMYT Follow Up (11:31) Tech Ticks All-Time Highs (12:46) Weakness in Energy (16:37) Fading LLY (17:44) We Didn’t Start the Fire (20:23) Risk On, Risk Off (21:37) The Wall of Worry (28:02) Less Sexy Entreprenuership (31:28) The Creator Economy (36:37) AI Time (38:31)  Human Intelligence (39:41) Financial Literacy with AI (43:19) Featured Links Howard’s Blog — https://www.howardlindzon.com/  JC’s Blog — https://allstarcharts.com/blog/  Pearl’s Prime Cuts — https://primecuts.substack.com/  Riley’s Blog — https://popularprice.beehiiv.com/  Follow Us on Twitter Howard Lindzon — https://twitter.com/howardlindzon  JC Parets — https://twitter.com/allstarcharts   Phil Pearlman — https://twitter.com/ppearlman  Riley Rosebee — https://twitter.com/be_rosebee

On Episode 37 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman Riley Rosebee review Technology’s Resilience, Historic Returns, Apple’s AI Play, Robinhood, Finding Profitability, Zombie Companies and Frauds on Forbes. Like and Subscribe if you enjoy the show. Chapters Welcome (0:00) State of the Market (2:33) USD & The 10-Year (4:10) Axon’s All-Time High (8:13) The Nasdaq’s Reaction to Apple’s Earnings (9:31) Apple’s AI Play (13:24) The Big Get Bigger, Technology’s Resilience (14:33) QQQ vs. TLT (18:30) Here’s The Thing About “Behavioral” (20:00) Historic Returns (22:20) The Median Stock is Flat (22:47) Same as Ever (24:40) S&P 500’s Drawdowns (26:55) In the Long Run, Stocks Go Up (32:29) The Start-Up World (34:08) Zombie Companies (35:53) Moving Past Unicorns (38:38) Finding Profitability (39:37) USD Safe Haven (42:24) Robinhood (43:40) Uber vs. Lyft (47:23) What Does Dell Do? (50:53) Seasonal Weight Gain (54:04) Frauds on Forbes (57:05) Building Walls (60:13) Featured Links Matt Turck — https://twitter.com/mattturck/status/1721971979266171209  Om’s M3 Macbook Review  Same as Ever: A Guide to What Never Changes — Morgan Housel  The Week in Charts (11/6/23) - Charlie Bilello's Blog  Howard’s Blog — https://www.howardlindzon.com/  JC’s Blog — https://allstarcharts.com/blog/  Pearl’s Prime Cuts — https://primecuts.substack.com/  Riley’s Blog — https://popularprice.beehiiv.com/  Follow Us on Twitter Howard Lindzon — https://twitter.com/howardlindzon  JC Parets — https://twitter.com/allstarcharts   Phil Pearlman — https://twitter.com/ppearlman  Riley Rosebee — https://twitter.com/be_rosebee

On Episode 36 of Trends with Friends — Howard Lindzon, JC Parets and Riley Rosebee review Stocks Above October Lows, Solana’s Killer App, Chart of the Year, Healthcare Start-Ups, The Big Get Bigger and more. Like and Subscribe if you enjoy the show. Chapters Welcome (0:00) Stocks Above October Lows (2:43) Bitcoin Should Be Dead (6:50) Solana’s Killer App (9:35) Chart of the Year (15:08) Some Good Ideas (17:11) Healthcare Start-Ups (20:30) Chart Talk: MakeMyTrip, Axon and Deckers (22:11) Bank Consolidation (26:26) The Big Get Bigger (27:57) Leave It to the Youngsters (32:30) The Wall of Worry (35:37) Start-Up Land (40:15) The War of Attention (43:43) Featured Links Howard’s Blog — https://www.howardlindzon.com/  JC’s Blog — https://allstarcharts.com/blog/  Pearl’s Prime Cuts — https://primecuts.substack.com/  Riley’s Blog — https://popularprice.beehiiv.com/  Follow Us on Twitter Howard Lindzon — https://twitter.com/howardlindzon  JC Parets — https://twitter.com/allstarcharts   Phil Pearlman — https://twitter.com/ppearlman  Riley Rosebee — https://twitter.com/be_rosebee  Sam Lessin — https://twitter.com/lessin 

On Episode 35 of Trends with Friends — Howard Lindzon, Phil Pearlman and Riley Rosebee review Bitcoin, Unplugging, Small-Scale Social, The Two Ways of Change and Solana’s Relative Strength. Like and Subscribe if you enjoy the show. Chapters Welcome (0:00) Stocktwits Early Days (1:47) Release the Hostages (3:05) Unplug (4:08) Small-Scale Social (6:23) The Two Ways of Change (10:58) Disconnecting, Zooming In (12:01) The Most Important Chart of the Week (17:23) Bitcoin’s Resilience (22:00) Solana vs. Ethereum (24:26) Let’s Talk Start-Ups (28:51) Valuation Recency Bias (35:10) Find What’s Working (38:15) Schmuck Insurance (46:18) Experience World Class Sport Events (47:07) Featured Links Howard Marks’ Further Thoughts on Sea Change https://www.oaktreecapital.com/insights/memo/further-thoughts-on-sea-change  Bitcoin’s Resilience — https://ospreyfunds.io/newsletter/what-if-it-is-so-early/  Howard’s Blog — https://www.howardlindzon.com/  JC’s Blog — https://allstarcharts.com/blog/  Pearl’s Prime Cuts — https://primecuts.substack.com/  Riley’s Blog — https://popularprice.beehiiv.com/  Follow Us on Twitter Howard Lindzon — https://twitter.com/howardlindzon  JC Parets — https://twitter.com/allstarcharts   Phil Pearlman — https://twitter.com/ppearlman  Riley Rosebee — https://twitter.com/be_rosebee