#547
Alpha Score 27.4
Mary Ann Bartels
Chief Investment Strategist, Sanctuary Wealth
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Apr 30
$718.67
+5.1%
The S&P 500 is in a secular bull market driven by technology and AI, with fundamental and technical support. Sentiment is between skepticism and optimism, leaving a long runway. Long-term target is 10,000 to 13,000 by 2029-2030, and the market is likely to enter a bubble before peaking.
Macro
Long
May 11
$575.93
+8.8%
Semiconductors are the industry leaders in the AI buildout. Memory demand from AI is driving strong earnings, and while the sector has run vertically, investors should continue to own and wait for a pullback to buy aggressively. The group will continue to rally as NVIDIA breaks out.
AI/Semi
Long
Apr 30
$159.27
+21.3%
Technology and AI are the leadership of the secular bull market. Fundamentals support the trend, and the sector still has room to run given the current sentiment is not euphoric. Software and AI investments will drive the next leg of the market.
AI/Semi
Long
May 28
$29.65
+1.6%
The early stages of new market leadership have already emerged in small cap stocks, commodities, and energy. These will become the leading sectors after tech peaks, similar to the rotation from tech to energy in 1999-2000.
Other
Long
May 28
$289.00
-0.7%
The early stages of new market leadership have already emerged in small cap stocks, commodities, and energy. These will become the leading sectors after tech peaks, similar to the rotation from tech to energy in 1999-2000.
Macro
Long
May 28
$57.45
+2.2%
The early stages of new market leadership have already emerged in small cap stocks, commodities, and energy. These will become the leading sectors after tech peaks, similar to the rotation from tech to energy in 1999-2000.
Energy
Long
May 28
$101.22
+1.8%
A new secular bull market has started in international equities, specifically in Japan, Europe, and emerging markets excluding China. This is one of the greatest opportunities in history to diversify a US portfolio globally.
Macro
Long
May 28
$92.89
+1.1%
A new secular bull market has started in international equities, specifically in Japan, Europe, and emerging markets excluding China. This is one of the greatest opportunities in history to diversify a US portfolio globally.
Macro
Long
May 28
$89.20
-0.3%
A new secular bull market has started in international equities, specifically in Japan, Europe, and emerging markets excluding China. This is one of the greatest opportunities in history to diversify a US portfolio globally.
Macro
Long
May 28
$76.34
+0.5%
A new secular bull market has started in Japan, Europe, and emerging markets excluding China. The opportunity to diversify outside the US is one of the greatest in history, as US tech leadership will eventually wane and international markets will become the new leaders.
Macro
Long
May 11
$220.73
-2.7%
NVIDIA has consolidated its massive gains and is just starting to perk up. A breakout in NVIDIA will continue to lead the entire semiconductor space higher. It remains a leader and investors should own it.
AI/Semi
Long
Mar 02
$490.00
-16.8%
Bartels states, "I think that is a new bull market" referring to metals, gold, and silver. With inflation "percolating" (ISM data) and geopolitical instability high, but Treasuries failing as a safe haven, capital needs a store of value. Precious metals fill the void left by the bond market. LONG. The classic inflation/war hedge. A soaring US Dollar could cap metal upside.
Bartels states, "I think that is a new bull market" referring to metals, gold, and silver. With inflation "percolating" (ISM data) and geopolitical instability high, but Treasuries failing as a safe haven, capital needs a store of value. Precious metals fill the void left by the bond market. LONG. The classic inflation/war hedge. A soaring US Dollar could cap metal upside.
Macro
Long
Mar 02
$81.57
-19.4%
Bartels states, "I think that is a new bull market" referring to metals, gold, and silver. With inflation "percolating" (ISM data) and geopolitical instability high, but Treasuries failing as a safe haven, capital needs a store of value. Precious metals fill the void left by the bond market. LONG. The classic inflation/war hedge. A soaring US Dollar could cap metal upside.
Bartels states, "I think that is a new bull market" referring to metals, gold, and silver. With inflation "percolating" (ISM data) and geopolitical instability high, but Treasuries failing as a safe haven, capital needs a store of value. Precious metals fill the void left by the bond market. LONG. The classic inflation/war hedge. A soaring US Dollar could cap metal upside.
Other
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