John Overstreet
Articles
The Dollar Index Is A Globalization Barometer
4 ETFs To Bet On Falling Equities
IEF: Treasuries Are The Least Worst Option
EWT: Taiwan Has Too Much Geopolitical And Tech Risk
XLV: Likely To Underperform Long-Term
Coca-Cola And PepsiCo Likely To Struggle In A Deglobalizing World
XLP: Expect Capitulation But Look For Opportunities
DBA: The Growth Shock Appears To Be Here
SPY: Long-Term Outlook Remains Unchanged
DBB: The Cyclical Downturn Has Likely Begun
Conjunction And Disruption: Technology, War, And Asset Prices - Part 4
Conjunction And Disruption: Technology, War, And Asset Prices - Part 3
Conjunction And Disruption: Technology, War, And Asset Prices - Part 2
Conjunction And Disruption: Technology, War, And Asset Prices - Part 1
Utilities Will Likely Underperform Treasuries
SMH: Why I Think History Says Semiconductors Are A Sell
EWY: South Korea Is Cheap But Downside Risks Are Growing
XLF: Ignore Interest Rates
XLK: Apple And Microsoft Likely To Weigh The Index Down
XTN: Small-Cap Transportation Stocks Have Likely Run Out Of Road
Prepare For The Return Of The Size Effect
Where Ruchir Sharma And I Disagree On The Coming Decade
Amazon And Tesla Are Likely To Reverse A Decade's Worth Of XLY's Gains
XLC: Likely Lower For Longer
How And Why I Am Breaking My Rules For Commodity Trading
IAI: Brokerage Stocks Are Likely To Be Punished Over The Coming Decade
EWH: Time To Reprice Asia's Geopolitical Risk
XLB Is Likely Standing On Its Last Leg
Weakness In Industrials Is A Warning
VYM: Vulnerable To Cyclical Risks
CARZ Is Out Of Gas
Big Tech Has A Lot Farther To Fall
Why I Am A Reluctant Bear On The Energy Sector
Being A Bear Is More Complicated Than It Looks
The Death Of Irrational Exuberance
The Death Of Irrational Exuberance, Part 5
The Death Of Irrational Exuberance, Part 4
The Death Of Irrational Exuberance, Part 3
The Death Of Irrational Exuberance, Part 2
The Death Of Irrational Exuberance, Part 1