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Asbury Research
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Добавлен 30 дек 2015
Disclosure/Disclaimer: The information in this website is provided solely for informational purposes and is not intended to be an offer to sell securities or a solicitation of an offer to buy securities. The strategies employed in managing this and other model portfolios may involve algorithmic techniques such as trend analysis, relative strength, moving averages, various momentum, and related strategies. There is no assurance that these strategies and techniques will yield positive outcomes or prevent losses. Past performance as indicated from historical back-testing is hypothetical in nature and does not involve actual client portfolios, does not consider cash flows, market events and is not predictive of future performance. The model is managed by contemporaneously recording hypothetical trades. Such trades are not live trades and are not influenced by emotional or subjective reactions to extraneous market, economic, political and related factors.
Beyond The SEAF Model: September 16th 2024
This video breaks down Asbury Research’s SEAF (Sector ETF Asset Flows) Model, its signals, and the key market themes for the week of 9/16/2024. The latest 9/23/2024 update to this video is available to Asbury Research subscribers by visiting our Research Center
======== Asbury Research ========
Following the money to profitable investing.
Subscribe to our free newsletter - www.asburyresearch.com/signup/
Subscribe on Substack - asburyresearch.substack.com
Contact us about our premium research service - www.asburyresearch.com/contact/
Contact us about asset management - www.asburyresearch.com/contact/
Learn about our investment models - www.asburyresearch.com/models/
Watch our recent media appeara...
======== Asbury Research ========
Following the money to profitable investing.
Subscribe to our free newsletter - www.asburyresearch.com/signup/
Subscribe on Substack - asburyresearch.substack.com
Contact us about our premium research service - www.asburyresearch.com/contact/
Contact us about asset management - www.asburyresearch.com/contact/
Learn about our investment models - www.asburyresearch.com/models/
Watch our recent media appeara...
Просмотров: 68
Видео
Asbury Research's Following The Money Podcast: September 22th, 2024
Просмотров 4879 часов назад
#stockmarket #investing #portfoliomanagement The Following The Money Podcast features John Kosar's latest views on the financial markets based on Asbury Research's data-driven approach to investing and proprietary quantitative models. Asbury Research Following the money to profitable investing. Subscribe to our free newsletter - www.asburyresearch.com/signup/ Subscribe on Substack - asburyresea...
Beyond The SEAF Model: September 9th 2024
Просмотров 104День назад
This video breaks down Asbury Research’s SEAF (Sector ETF Asset Flows) Model, its signals, and the key market themes for the week of 9/09/2024. The latest 9/16/2024 update to this video is available to Asbury Research subscribers by visiting our Research Center Asbury Research Following the money to profitable investing. Subscribe to our free newsletter - www.asburyresearch.com/signup/ Subscrib...
Beyond The SEAF Model: September 3rd 2024
Просмотров 8414 дней назад
This video breaks down Asbury Research’s SEAF (Sector ETF Asset Flows) Model, its signals, and the key market themes for the week of 9/03/2024. The latest 9/09/2024 update to this video is available to Asbury Research subscribers by visiting our Research Center Asbury Research Following the money to profitable investing. Subscribe to our free newsletter - www.asburyresearch.com/signup/ Subscrib...
Asbury Research's Following The Money Podcast: September 8th, 2024
Просмотров 37814 дней назад
#stockmarket #investing #portfoliomanagement The Following The Money Podcast features John Kosar's latest views on the financial markets based on Asbury Research's data-driven approach to investing and proprietary quantitative models. Asbury Research Following the money to profitable investing. Subscribe to our free newsletter - www.asburyresearch.com/signup/ Subscribe on Substack - asburyresea...
Semiconductors Point to Unique Environment for US Stock Market
Просмотров 12321 день назад
John discusses how semiconductors point to a unique enviroment for US Stock Market on his most recent appearance on StockCharts TV, for the full video please use the below link: ruclips.net/video/HroCyRcrSMw/видео.html Asbury Research Following the money to profitable investing. Subscribe to our free newsletter - www.asburyresearch.com/signup/ Subscribe on Substack - asburyresearch.substack.com...
Beyond The SEAF Model: August 26th, 2024
Просмотров 8921 день назад
This video breaks down Asbury Research’s SEAF (Sector ETF Asset Flows) Model, its signals, and the key market themes for the week of 8/26/2024. The latest 9/03/2024 update to this video is available to Asbury Research subscribers by visiting our Research Center Asbury Research Following the money to profitable investing. Subscribe to our free newsletter - www.asburyresearch.com/signup/ Subscrib...
Beyond The SEAF Model August: 19th, 2024
Просмотров 8728 дней назад
This video breaks down Asbury Research’s SEAF (Sector ETF Asset Flows) Model, its signals, and the key market themes for the week of 8/19/2024. The latest 8/26/2024 update to this video is available to Asbury Research subscribers by visiting our Research Center Asbury Research Following the money to profitable investing. Subscribe to our free newsletter - www.asburyresearch.com/signup/ Subscrib...
Asbury Research's Following The Money Podcast: August 25th, 2024
Просмотров 331Месяц назад
#stockmarket #investing #portfoliomanagement The Following The Money Podcast features John Kosar's latest views on the financial markets based on Asbury Research's data-driven approach to investing and proprietary quantitative models. Asbury Research Following the money to profitable investing. Subscribe to our free newsletter - www.asburyresearch.com/signup/ Subscribe on Substack - asburyresea...
Beyond The SEAF Model: August 12th, 2024
Просмотров 110Месяц назад
This video breaks down Asbury Research’s SEAF (Sector ETF Asset Flows) Model, its signals, and the key market themes for the week of 8/12/2024. The latest 8/20/2024 update to this video is available to Asbury Research subscribers by visiting our Research Center Asbury Research Following the money to profitable investing. Subscribe to our free newsletter - www.asburyresearch.com/signup/ Subscrib...
Kosar on The Schwab Network: 08-14-2024
Просмотров 181Месяц назад
Kosar on The Schwab Network: 08-14-2024 Asbury Research Following the money to profitable investing. Subscribe to our free newsletter - www.asburyresearch.com/signup/ Subscribe on Substack - asburyresearch.substack.com Contact us about our premium research service - www.asburyresearch.com/contact/ Contact us about asset management - www.asburyresearch.com/contact/ Learn about our investment mod...
Beyond The SEAF Model: August 5th, 2024
Просмотров 51Месяц назад
This video breaks down Asbury Research’s SEAF (Sector ETF Asset Flows) Model, its signals, and the key market themes for the week of 8/5/2024. The latest 8/12/2024 update to this video is available to Asbury Research subscribers by visiting our Research Asbury Research Following the money to profitable investing. Subscribe to our free newsletter - www.asburyresearch.com/signup/ Subscribe on Sub...
Asbury Research's Following The Money Podcast: August 11th, 2024
Просмотров 785Месяц назад
#stockmarket #investing #portfoliomanagement The Following The Money Podcast features John Kosar's latest views on the financial markets based on Asbury Research's data-driven approach to investing and proprietary quantitative models. Asbury Research Following the money to profitable investing. Subscribe to our free newsletter - www.asburyresearch.com/signup/ Subscribe on Substack - asburyresea...
Beyond The SEAF Model: July 29th, 2024
Просмотров 99Месяц назад
This video breaks down Asbury Research’s SEAF (Sector ETF Asset Flows) Model, its signals, and the key market themes for the week of 7/29/2024. The latest 8/05/2024 update to this video is available to Asbury Research subscribers by visiting our Research Asbury Research Beyond The SEAF Model. Subscribe to our free newsletter - www.asburyresearch.com/signup/ Watch our recent media appearances - ...
Beyond The SEAF Model: July 22nd, 2024
Просмотров 66Месяц назад
This video breaks down Asbury Research’s SEAF (Sector ETF Asset Flows) Model, its signals, and the key market themes for the week of 7/22/2024. The latest 7/29/2024 update to this video is available to Asbury Research subscribers by visiting our Research
Asbury Research's Following The Money Podcast: July 28th 2024
Просмотров 606Месяц назад
Asbury Research's Following The Money Podcast: July 28th 2024
Relative Performance Warns Of A Correction
Просмотров 1352 месяца назад
Relative Performance Warns Of A Correction
Beyond The SEAF Model: July 15th, 2024
Просмотров 712 месяца назад
Beyond The SEAF Model: July 15th, 2024
Asbury Research's Following The Money Podcast: July 14th, 2024
Просмотров 7932 месяца назад
Asbury Research's Following The Money Podcast: July 14th, 2024
Asbury Research's July 2024 Live Teach-In
Просмотров 2112 месяца назад
Asbury Research's July 2024 Live Teach-In
Beyond The SEAF Model: June 24th 2024
Просмотров 1042 месяца назад
Beyond The SEAF Model: June 24th 2024
Asbury Research's Following The Money Podcast: June 30th 2024
Просмотров 3922 месяца назад
Asbury Research's Following The Money Podcast: June 30th 2024
Beyond The SEAF Model: June 17th 2024
Просмотров 1063 месяца назад
Beyond The SEAF Model: June 17th 2024
Beyond The SEAF Model: June 10th 2024
Просмотров 773 месяца назад
Beyond The SEAF Model: June 10th 2024
Asbury Research's Following The Money Podcast: June 16th 2024
Просмотров 7723 месяца назад
Asbury Research's Following The Money Podcast: June 16th 2024
The Asbury 6 Warns Of Volatility Ahead Of CPI, FOMC Tomorrow
Просмотров 5223 месяца назад
The Asbury 6 Warns Of Volatility Ahead Of CPI, FOMC Tomorrow
Beyond The SEAF Model: June 03rd 2024
Просмотров 893 месяца назад
Beyond The SEAF Model: June 03rd 2024
One of the best research analysis. Thanks for sharing. I feel there should be a more simpler paid plan for individual investors who are not involved into trading.
Thank you- We have recently launched a Substack: asburyresearch.substack.com/ Please check us out!
Always great analysis and breakdown of the markets. Thumbs up!
Need these to drop the day they're recorded my portfolio would've appreciated it 😭🤣
Love the new Intro!
Glad you like it!
Thank you John!
My pleasure!
I like how you break things down by Week, Month, etc.
Utilities is not a defensive sector anymore. It is a reflection of the increased demand for electricity heading into the future.
Morningstar's Global Equity Classification Structure classifies Utilities as a defensive sector so we'll go with Morningstar. Thanks for your comments, though. indexes.morningstar.com/resources/PDF/Methodology%20Documents/SectorArticle.pdf
Follow the Money. Thankss
I think XLE is making a turn upward bouncing off some MAs. So yes it is weak but it might be turning.
If XLE is really tuning higher, it will show up in the SEAF Model over the next few weeks.
Excellent work as always. Your data and charts are critical to my week.
You've better resources for tracking the asset flows. Thank you, for sharing your insights. I'm pleased to see that my holdings mirror yours. Take care.
John is a true professional and knows his business. I appreciate how his tools and metrics are very straightforward and easy to follow.
what if the indicators are conflicting with each other?
Indicators are constantly conflicting with each other, whether it is technical, fundamental, or economic data. Choosing which indicators to pay attention to at what times is what separates good analysts/investors from not-so-good ones.
some questions Are your six market metrics ranked in order of importance or impact? You use market breadth which measures a percentage of stocks above a certain level, but have you ever looked at using a percentage of stocks that are trending? Do you send any trade alerts for stocks or options? Might be a good idea.
The constituent metrics in our models are chosen by quantitative backtesting from a large and comprehensive list of market tools.
a couple of questions Are these six ranked in order of impact or importance? Instead of market breadth which gauges the percentage of stocks above a level, do you have a way of measuring the percentage of stocks that are trending? Which I think is more powerful.
The Asbury 6 are not ranked in order of importance.
John your analysis of the markets is always straight forward. I think you and David Keller are the two best for a no nonsense approach. Which pit(s) did you trade in when you where at the CME and what years where you down there?
Thank you for the compliment. Over 17 years at the CME I worked or traded in pretty much every trading pit on the floor.
Was enjoying the video but you are showing us data from February 7th? I guess because we're not paying for the service? Great approach but that's not useful to us.
We're glad you are enjoying the video. The data used in the video is through Friday, March 22nd. The video was produced on Sunday, March 24th. You may be referring to our Positive (bullish) signal in our Asbury 6 risk management model, which was initiated on February 7th and remains intact through March 22nd. On the Asbury 6 graphic used in the video, you will notice that the data is through 03-22-24.
Very good content. This is very good way to analyze market during times of high uncertainty. Thank you.
Thank you. After doing this for 40+ years, I block out most of the opinion and chatter and just follow the money.
Have you ever factored in the percentage of stocks that are trending, rather than just breadth?
I really like this innovative approach toward sector strength and favored status. Glad I found this channel.
It seems like most of ranking within technology sector is flaky since past few weeks. This is probably because volatility within technology sector is pretty high. The information over long horizon ranking seems like a little biased with data. It’s an accurate representation of market but SEAF model doesn’t seem like it’s working for technology sector. A single stock like Nvidia and its effects should be normalized. I would probably be more interested in seeing how this model works for an ETF like RSP that weighs all stocks equally.
Thanks for your comments. We appreciate them. We're not sure what you mean by "biased with data". The SEAF Model tracks the velocity of real money (AUM) as it moves around the 11 sectors of the S&P 500, which together comprise the S&P 500. This is real data, not bias or opinion. The real truth in markets is in the data. Real money "moving around the board". Bias is personal opinion. Like believing that a methodology or model is "working" or not working based on one's own definition of what "working" means at that particular time, or what one's P and L looks like at any given time. This is precisely why we quantitatively back-test our models and methodologies rather than making anecdotal or emotionally driven assumptions. If you believe that normalizing a single stock that is acting "atypically" (NVDA), or using an equally weighted ETF (RSP) during times that you determine market breadth is "narrow", you can test that for yourself. We encourage investors to do their own research to make better, data-driven decisions. Our concern with this approach would be that it presents another issue of subjectivity into what should be a data-driven process. What does "atypically" and "narrow" mean? Exactly when should a stock like NVDA be normalized,? And for how long? And, regarding using an equally-weighted index, which index are you benchmarking your performance to? What performance do you want to capture? SPX is up 7.5% for 2024. RSP is up 3.8%. Since 2023, SPX is up 33%. RSP is up 16%. Which return are you trying to capture? Whatever your answer is, that's the index you should be basing your investment decisions on. More detailed information about the SEAF Model is available at asburyresearch.com.
@@asburyresearch technology sector is moving because of handful of stocks. When data is skewed heavily towards few stocks the sector performance is reflective of just those stocks and not entire sector. You can see this difference with performance between Qqq and Qqqe. I am referring to this aspect as biased data. When a sector is this heavy the underlying flows within sector can portray a different story and seaf model is capturing inflows within handful stocks not the entire sector.
This is consistently helpful information. Really appreciate it and watch regularly. It would be even more useful if the charts could fill the frame and be more readable instead of being so small in a big black window.
Why does the A6 model change so often... I've seen several videos... i.e. what happened to credit spreads? Can you expand on SPY 'asset flows'?
Thanks for your interest. More information on the Asbury 6 is available here: www.asburyresearch.com/models/
Great analysis and model to trade. Thanks
Appreciated!
I love the Asbury 6 chart. Is there more to this that I can study?
Thank you. More detailed information about our models is available at asburyresearch.com then clicking Models at the top of the page.
Concise and understandable. I find it refreshing that, unlike some other popular finance podcasts, you don't take hours to get the information across.
Thanks!
So I gather this is your normal video that you send to clients, but this is delayed by by 10 days because we're not paying customers?
That's basically correct. This particular video is produced every week to accompany the latest updates in our SEAF (Sector ETF Asset Flows) Model, which takes place on Saturdays for the upcoming week. We occasionally publish the previous week's video to educate those interested in our research and services on what we do. The current report and video are available to paid subscribers only.
Great as usual John. But enlarge your tables and higher resolution please!
Thank you John, Looking forward to your next podcast.
Great comments, as usual. The video resolution, however, was poor - very poor.
Thank you. We are aware and working on the video quality.
why do you use NYSE rather than SPY market breath in the Asbury 6? Thanks
Simply because I have using that particular indicator for decades and am familiar and confident with it.
Thanks
Does your Seasonal Pattern Chart factor in that this is an election year?
Great charts! Showing these is the way to go!!!
Very helpful. Thank you and Happy Holidays!
Happy holidays!
Video with diagrams ❤
Excelente Chanel thanks
Can you talk more about the ETFs they use and why those?
Asbury Research uses its own quantitative models that screen hundreds of ETFs every day to find unique opportunities pertaining to trend, relative performance, and asset flows. Everything we do is driven by data rather than opinion.
Video is better
Video..
Always the best investment information and forecasts, thanks!
Thank you. You should consider subscribing to our premium research product. You can request further information about services and pricing by clicking here: asburyresearch.com/contact/
I like the video. Thanks!
good vedio
Video with the audio rocks, thank you!
Thank you, John. Really appreciate the new format. You're a market pro and I follow you on RUclips and the final bar and talk shows and on Schwab now. Please keep the excellence coming.
Yes on the video
Video!!
love both visual and audio presentation
A much better format!!
Video is better than audio!!!!1