Systematic Trading Strategies and Next Level Trading Setups
The weight of the evidence remains bullish for stocks, but areas of the market are under extreme pressure (software, cybersecurity, cloud, fintech, crypto). TransMedics $TMDX, HCA Healthcare $HCA and M/I Homes $MHO
A Small-Cap Healthcare Stock and Homebuilder – A Large-cap Hospital Operator Read More »
The Market Regime page defines the stock market environment: bull or bear market. Three trend/breadth models quantify performance for stocks in the S&P 500, Nasdaq 100 and S&P 1500. Yield spreads capture credit market conditions, while Treasury yield trends reflect Fed policy.
S&P 500, Nasdaq 100 and S&P 1500 Breadth Models – Yields Spreads – Fed Policy Read More »
There is no change to our weight of the evidence chart. SPY hit a new high last week and is trading near this high. Names hitting new highs are on strong uptrends. Some 65% of S&P 500 stocks
A Pop-Drop for XLK – Setups in Finance, Healthcare, Medical Devices, Housing, India Read More »
The Finance SPDR was hit hard the last few weeks, but remains in an uptrend overall. In fact, the ETF is oversold within this uptrend and oversold conditions present traders with opportunities
Finance SPDR Takes a Hit, but Maintains Uptrend as Trading Setup Emerges Read More »
Precious metals continue to lead as gold, silver and their respective miners race to the moon. Since November, the Silver ETF (SLV) is up 140%…Symbols covered: IEF, GLD, SLV, GDX, SIL, CPER, DBB, , SRUUF, URA. IBIT.
IEF Battles 200-day SMA – Precious Metals ETFs Extend Moonshots – Bitcoin Languishes Read More »
Stocks remain in bull mode with leadership broadening. Industrials, Defense and Semis are leading, Utilities are turning up and the Technology SPDR came to life with a break above the mid January highs. Today’s report focuses on Fastenal FAST, GE Aerospace GE, Broadcom AVGO, Nvidia NVDA and AES Corp AES.
Two Industrial Sector Stocks, Two Semiconductors and a Utility Read More »
The weight of the evidence remains bullish for stocks. Dozens of ETFs hit new highs in January as the bull market broadened even further in January. Even though XLK and QQQ are lagging, they are still in uptrends and their cups are half full as earnings season gets in full swing.
Chartists interested building a position in a particular industry group ETF should consider this four point plan to find attractive entry points. First, the broad market environment should be bullish (bull market). Second, the name
A Four Point Plan Using the Market Analysis, the PPO and CCI to Find Robust Entry Points Read More »
The performance chart below shows the percentage/gain loss for 20 asset class ETFs (stocks, bonds, industrial metals, precious metals, agriculture and oil). Symbols covered: IEF, GLD, SLV, GDX, SIL, CPER, DBB, COPX, SRUUF, URA and IBIT.
Stocks were hit hard on Tuesday, but the major index ETFs remain in uptrends with SPY still close to an all time high. Today’s report features stock setups for two semiconductor stocks, two healthcare stocks and a utility.
Two Semiconductors, Two Healthcare Leaders and a Utility. XEL LLY MDT AMD MRVL Read More »
As hard as it is, this is the time to focus on the charts and ignore the news. It is not only difficult to interpret today’s news, but it is also impossible to predict tomorrow’s news. Sure, we can game out different scenarios and weigh the odds, but this is a tall order in the current environment.
Key Levels for SPY/QQQ/XLK – Bonds Sag as Rates Surge – Euro Oversold within Uptrend Read More »
The bull market broadened in late November and this process continued into 2026. This year we are seeing breakouts in the Home Construction ETF (ITB) as well as new highs in the Retail SPDR (XRT) and Regional Bank ETF (KRE). Small-caps are leading
Broadening Benefits Small-caps and Non-Tech, but Don’t Count XLK Out Just Yet Read More »
Metals-related ETFs led the markets higher in 2025 and continued their leadership role this year. The Silver ETF (SLV) is leaving everything in the dust this year with a 31% gain in
IEF Holds Uptrend – A Blowoff Top for Silver? – Bitcoin Forms Higher Low and Breaks Out Read More »
The Market Regime page defines the stock market environment: bull or bear market. Three trend/breadth models quantify performance for stocks in the S&P 500, Nasdaq 100 and S&P 1500. Yield spreads capture credit market conditions, while Treasury yield trends reflect Fed policy.
S&P 500, Nasdaq 100 and S&P 1500 Breadth Models – Yields Spreads – Fed Policy Read More »
This report features stock setups for two cybersecurity stocks, two healthcare stocks and a networking leader. Symbols covered: LH, DGX, PANW, CWRD and CSCO
LabCorp, Quest Diagnostics, Palo Alto Networks, CrowdStrike and Cisco Read More »
The broadening trade has been, and remains, in effect since late November. This is when the non-tech part of the stock market woke up with several breakout surges. ETFs Covered: SPY, QQQ, XLK, MAGS, XLC, CIBR, SKYY, ARKF, ARKK, ITB, XHB, XLU
Broadening Trade Dominates – Setups in Cybersecurity, Cloud and ARK Finance Read More »
The table below shows performance metrics for the Rotation Investor ETF Strategy (RO-Investor-ETF) and $SPX buy-and-hold. The strategy handily outperforms buy-and-hold (+12.73% vs 7.71%), and the strategy’s Maximum Drawdown (-21.71%) is less than half that of buy-and-hold (-56.40%). The Average Drawdown was
Rotation Investor ETF – Performance Metrics, Returns and Drawdowns, Read More »
The table below shows performance metrics for the S&P 500 Rotation Investor Strategy (RO-Investor-SPX) and $SPX buy-and-hold. The strategy outperformed buy-and-hold with a significantly higher Compound Annual Return (CAR): +13.39% vs +7.76% (blue shading). Just as important, the strategy’s Maximum Drawdown
Rotation Investor SPX500 – Performance Metrics, Returns and Drawdowns Read More »
The table below shows performance metrics for the Rotation Investor Nasdaq 100 Strategy (RO-Investor-NDX) and $NDX buy-and-hold. The strategy handily outperforms buy-and-hold (+18.03% vs +12.97%), and the strategy’s Maximum Drawdown (-21.52%) was less than half that of buy-and-hold
Rotation Investor NDX100 – Performance Metrics, Returns and Drawdowns Read More »
Despite pockets of weakness, the weight of the evidence is bullish for stocks – and has been bullish for several months. Until the evidence changes, we should be exposed to names in leading groups. It is often a bumpy ride full of uncertainties, but the key
The State of the Market – Trend, Breadth & Leadership – A Trend-Momentum Strategy Read More »
