Systematic Trading Strategies and Next Level Trading Setups
The defensive sectors underperformed in April as money piled into the technology sector. Tech is leading the market, but Healthcare and Staples are … Tickers: $XLP $XLV $ITA $KMI $NOC $LMT $RTX
Two Defensive Sectors – An MLP Stock and 3 Oversold Aerospace/Defense Stocks Read More »
Evidence remains bullish, but oil and interest rates weigh on parts of the market. AI complex leads, breakouts in cloud and cybersecurity. $SPY $QQQ $IWM $IJH $XLK $XLI $XLB $XLE $XLU $AIQ $ARTY $SMH $SOXX $SIXG $IYZ $IDGT $DTCR $TAN $CIBR $SKYY
Energy SPDR Breaks Out, SPY/QQQ become Overbought, Five Sector Leaders Read More »
Today’s report starts by reviewing the evidence for a bull market and highlighting trend signals for the sector SPDRs. Attention then turns to the Industrials and Materials SPDRs because
Corrections in Bull Markets – Pullbacks in Uptrends – Gap-Breakouts in XLI and XLB Read More »
Bonds rebounded in April, but remain with their March breakdowns. These rebounds look like bear market bounces. In contrast, energy, industrial metals and …
$IEF, $TLT, $USL, $GLD, $GDX, $CPER, $DBB, $SRUUF, $DBA $IBIT
Bearish Setups in Bonds – Gold Follows Bonds – Bitcoin Hits Bearish Setup Zone Read More »
The energy sector led the market from January to March, but took a breather in April as the tech sector rebounded. Despite weakness this month, the declines in the Energy SPDR and Natural Gas ETF look like corrections within…
red $LNG $EQT
Two Natural Gas Stocks with Tradable Pullbacks Read More »
Stocks went from risk-off in March to risk-on in April as QQQ and XLK surged 12% and 16%. Blame is on semiconductors and AI related ETFs. $SPY $QQQ $IWM $IJH $XLK $AIQ $ARTY $SMH $SOXX $XLK $XLE $FCG $AMLP $TAN
AI, Semis, Datacenter and Connectivity Lead – Energy ETFs Setup within Uptrends Read More »
Today’s report will compare performance for the major index ETFs and analyze the Russell 2000 ETF in detail. Read until the end to see our offer for a Master ETF ChartList to jump start your analysis process.
SPY and QQQ Get the Headlines, but Small and Mid Caps are Leading Read More »
emis and AI names led a sharp rebound in the stock market over the last 11 trading days. QQQ and XLK went from downtrend signals to … $SPY, $QQQ, $IWM, $XLK, $AIQ, $SMH, $SOXX, $PBW, $IBB, $XBI, $GLD, $GDX, $CPER, $DBB
Cup Half Full as Tech Comes Back – AI, Semis, Biotech and Clean Energy Lead Read More »
Volatility is the order of the day since March 2nd (27 trading days). The US Oil Fund was up 70% on April 6th and is currently up 52%. The Gold SPDR was down … $IEF, $TLT, $USL, $GLD, $GDX, $CPER, $DBB, $SRUUF, $DBA $IBIT
Bonds and Metals are Positively Correlated – Oil Remains Elevated – 2022 Redux 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 »
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 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 »
As noted in Tuesday’s report, we are seeing strength in semiconductors, materials, healthcare and infrastructure. Today’s report features stocks from these groups. $ADI $MCHP $BLL $DY $LLY
Stocks Setups in Semiconductors, Materials, Healthcare and Infrastructure Read More »
Stocks fell short of a Zweig Breadth Thrust with the oversold bounce as it hits a moment of truth. Will the market continue to channel March 2025? $SPY $QQQ $WTIC $XLV $XLB $XLI $XLP $SMH $SOXX $ITA $PBWE $IFRA $GRID $IBB $XBI
The Zweig Breadth Thrust is setting up with an oversold reading on March 20th. Stocks firmed after this reading and have one day to produce a classic Zweig Breadth Thrust (ZBT). Note that the Zweig
NYSE Zweig Breadth Thrust Sets Up – How to Identify a Participation Stampede Read More »
The Zweig Breadth Thrust is setting up since March 20th as the market became deeply oversold. A subsequent thrust signal would show a stampede in upside participation and set the stage for the next leg higher. Today’s report covers
Zweig Breadth Thrust Sets Up – Using SPX and SP1500 Stocks – Adding an Exit Strategy Read More »
Oil and ag are the only asset class ETFs that are working since the war with Iran began. Of the 21 asset class ETFs, the only gainers are … ETFs covered: $IEF, $TLT, $STIP, $DBA, $WEAT, $CORN, $CANE, $GLD, $GDX, $CPER, $DBB, $SRUUF, $IBIT
Oil and Ag Lead – STIP Offers Safe-Haven – Physical Uranium Surges of 200-day Read More »
It is usually best to ignore the headlines and focus on price action. Oil fell some 5%, but remains in the upper 90s. Perhaps more telling, August 2026 Oil Futures are … $AMGN, $HON, $KALU $TXN
A Biotech, an Industrial, an Aluminum Player and a Semiconductor Read More »
The stock market continues to show similarities with March 2025. SPY broke its 200-day, 50+ percent of stocks are in downtrends and yield spreads widened. Symbols covered: $SPY $QQQ $STIP, $WTIC, $XLV, $XLU, $IFRA, $SMH
The macro environment continues to deteriorate as oil prices remain elevated, interest rates are rising and SPY breaks its 200-day SMA. Today’s report compares the oil and interest rate shocks in 2022 with the current environment.
SPY/QQQ Break – High-Low Line Flattens – Lessons from the Oil/Rate Shock of 2022 Read More »
