Systematic Strategies and Next Level Technical Analysis
This page shows Trend Trio150 signals and momentum scores for the Dow 30 stocks and the 11 sectors SPDRs. Updated every Saturday morning, this table keeps you on top of trend changes. There are sortable columns for trend signals, signal date, change since signal, momentum score and momentum change.
Trend Trio Signals & Momentum Scores: Dow 30 Stocks & Sector SPDRs Read More »
This page shows Trend Trio150 signals for S&P 500 and Nasdaq 100 stocks. Updated every Saturday morning, this table keeps you on top of trend changes. There are columns for trend signals, signal date, change since signal, momentum and momentum change.
Trend Trio Signals & Momentum Scores: S&P 500 and Nasdaq 100 Stocks Read More »
This page covers the signals and portfolio for the rotation strategy trading Nasdaq 100 stocks (RO-Investor-NDX). The strategy starts with our stock market breadth model to define the broad market environment. There is a table showing the current portfolio, gain/loss and new entry/exit signals. Two sidebars make it easy to compare the current ranking with the prior week’s ranking, and see which stocks made the cut. A second table shows the most recent closed positions with their gain/loss and bars traded.
Rotation Investor NDX100 – Signals & Portfolio Read More »
This page covers the signals and portfolio for the rotation strategy trading S&P 500 stocks (RO-Investor-SPX). The strategy starts with our stock market breadth model to define the broad market environment. There is a table showing the current portfolio, gain/loss and new entry/exit signals. Two sidebars make it easy to compare the current ranking with the prior week’s ranking, and see which stocks made the cut. A second table shows the most recent closed positions with their gain/loss and bars traded.
Rotation Investor SPX500 – Signals & Portfolio Read More »
This page covers the signals and portfolio for the rotation strategy trading ETFs (RO-Investor-ETF). The strategy starts with our stock market breadth model to define ETF eligibility. There is a table showing the current portfolio, gain/loss and new entry/exit signals. Two sidebars make it easy to compare the current ranking with the prior week’s ranking, and see which ETFs made the cut. A second table shows the most recent closed positions with their gain/loss and bars traded.
Rotation Investor ETF – Signals and Portfolio Read More »
This page tracks Trend Trio signals and momentum ranking for over 250 ETFs. Users can identify new trend signals, track existing signals and see the percentage change. Sortable columns make it easy to filter for uptrends and then sort by momentum to rank trend strength. The table includes links to a StockCharts chart with corresponding indicators.
Trend Trio Signals & Momentum Scores: ETF Master List (250+ ETFs) Read More »
This page covers the ranking table for the rotation strategy trading Nasdaq 100 stocks (RO-Investor-NDX). The ranking table includes the sector and industry for sorting to find specific groups (software, semiconductor). Table indicators include the Momentum Rank, PPO Trend (up/down), Broad Breadth Model (bull/bear), the NDX momentum indicator and the 5-day change in momentum. The default sort puts the strongest stocks at the top and each stock includes a SharpChart link.
Rotation Investor NDX100 – Ranking Table Read More »
This page covers the ranking table for the rotation strategy trading ETFs (RO-Investor-ETF). The ranking table shows the ETF universe with a sortable prefix, which makes it easy to find specific groups (tech ETFs, commodity ETFs). Table indicators include the Momentum Rank, Trend Trio (up/down), Broad Breadth Model (bull/bear), the momentum indicator and the 5-day change in momentum. The default sort puts the strongest ETFs at the top and each ETF includes a SharpChart link.
Rotation Investor ETF – Ranking Table Read More »
SPY is within 3% of a 52-week high, but small-caps took a hit and new lows are expanding. This expansion, however, has yet to derail a bullish signal from May 2025. Today’s report will review this bullish signal and show the key levels to watch. We will also set bear market thresholds for SPY and new lows. $SPY !NEWHISPX !NEWLOSPX $SPXHLP
SPY in Leading Uptrend, but New Lows Expand – Two Signals to Watch Read More »
The intermarket picture is negative for the average stock (equal-weights, small-caps and mid-caps). Rates are rising and this rise is accelerating. Rising oil prices are stoking inflation. Value and energy are leading within the stock market, while consumer discretionary and industrials move lower. Tech and semis are holding up well since August, and keeping SPY/QQQ afloat. Today’s report also covers gold, copper, uranium and blockchain. $IEF $UST2Y, $UST10Y, $XLY $GLD $CPER $SRUUF $BLOK
Bearish Intermarket – Gold Hits Setup Zone – Copper Leads – Blockchain Breakout Read More »
Technology, energy and utilities moved higher on Tuesday, while the other eight sectors closed lower. Performance was also lopsided within the technology sector. Semis (SOXX, SMH, DRAM) moved higher, while the MAG7 (MAGS), Software (IGV), Cloud (SKYY), Cybersecurity (CIBR) and Fintech (FINX) moved lower. Tuesday is just one day, but the split has been building since August. Tech and semis are holding up, but there are sizable pockets of weakness that include consumer discretionary and housing. $USL $XLE $XLU $IJR $IJH !GT200SPX
Oil-Energy Lead – Utes Hit Bullish Zone – Small-caps Correct – Breadth Takes a Hit Read More »
Breadth deteriorated since mid August as the percentage of stocks above their 200-day SMAs fell the last few weeks. New highs also dried up as SPY stalled and small-caps fell. So far, this is deemed a correction within a bullish environment. The models are still net bullish and the recent deterioration has yet to trigger bearish signals. Elsewhere, 2 and 10 year Treasury yields continued to rise and hit 52-week high. Yield spreads remain narrow and show no signs of stress in the credit markets.
Breadth Deteriorates, but Models Still Bullish – Short and Long Yields Hit New Highs Read More »
While there are some sizable pockets of weakness within the market and rolling rotations underway, the weight of the evidence remains bullish. It is still a bull market. Tech surged in April-May, corrected in June-July and resumed its leadership in August-September. Tech leadership came at the expense of industrials, utilities, housing and retail, which moved lower. Seasonally, September is one of the weakest months for stocks. Perhaps this seasonal pattern is already playing out in some of the more economically sensitive areas. $SPY $QQQ $XLK $AIQ $ARTY $IYZ $SKYY $IGV $CIBR
Tech-AI Lead in Rolling Rotation – Wedge Breakouts Hold for QQQ, XLK and Co. Read More »
The Semiconductor ETF fell pretty hard in July, but the decline was always viewed as a correction because it met the retracement requirements and formed a typical corrective pattern. Chartists looking for signals that a correction is ending can turn to Percent B and SMH %Above 50-day SMA. Both became oversold in July and one became oversold in early September. This means SMH is again setting up bullish as it corrects within a bigger uptrend. $SMH !GT40SMH
Using Breadth and BBands for Oversold Setups in the Semiconductor ETF (SMH) Read More »
The Semiconductor ETFs (SMH & SOXX) and the Memory ETF (DRAM) broke out with surges into August and then corrected into early September. The August breakouts were medium-term bullish and the current corrections provide short-term setups. This report will identify the patterns at work, the key levels to watch and the one showing relative strength. $SMH $SOXX $DRAM $NVDA $TSM $MU
Semiconductor ETFs Set Up with Corrections – Plus Nvidia, Micron, Taiwan Semi Read More »
The Industrials SPDR was hit hard over the last two weeks, but the long-term trend remains up and oversold conditions are present. Today’s report will show a long-term breadth indicator to define the trading bias and three short-term breadth indicators to identify oversold conditions. Attention then turns to XLI’s largest industry group, the Aerospace & Defense. $XLI !GT200XLI !GT50XLI !GT20XLI $ITA
Breadth for Trading Bias and Oversold Conditions – Industrials and Aero/Defense Read More »
Commodities remain strong as a group. Oil is trading near new highs as the 12-month Oil Fund extends on its triangle breakout. Copper is consolidating near a 52-week high, the DB Agriculture ETF hit a new high and gold broke out in early August. Perhaps even more telling, middle distillates, such as heating oil and diesel are trading near new highs. $USL $USD $GLD $CPER $DBB $SRUUF $DBA
Energy, Ag and Metals Trend Higher – Dollar Breakdown – Uranium Throwback Read More »
Even though the weight of the evidence remains bullish for stocks, there are some sizable pockets of weakness in key areas. This weakness is exacerbated by strength in the energy sector, which is not the sector we want to see leading the market. The Energy SPDR hit a new high this week as the 12-month Oil Fund exceeded its summer highs. $XLE $XLK $IEF $UST10Y $JNK $XLY $XLC $ITB
Energy Leads – Rates Surge – Junk Bonds Break – Housing & Discretionary Hit Read More »
The weight of the evidence remains bullish for stocks, but the macro picture is mixed as rates continue to rise, oil prices remain high and September seasonal patterns loom. Small-caps fell over the last two weeks as breadth weakened, while QQQ and XLK successfully defended their wedge breakouts. The Semiconductor ETFs are struggling and I am raising my re-evaluation levels for some of the AI ETFs. $UST2Y $UST10Y $USL $SPXA200R $SPXHLP $SPY $QQQ $XLK, $SMH $SOXX $DRAM $AIQ $ARTY $DTCR $IDGT $UFOX $IYZ $BLOK
Oil, Rates, Seasonality & Breadth – QQQ/XLK Test Breakouts – Semis Struggle Read More »
Led by weakness in the Aerospace & Defense ETF, the Industrials SPDR took a hit in the second half of August. Despite this hit, both ETFs are in long-term trends and setting up after short-term pullbacks. $XLI $SPY $SPXA200R
Industrials SPDR Pulls Back within Uptrend – Is this a Threat or an Opportunity? Read More »
