Systematic Trading Strategies and Next Level Trading Setups
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 »
Metal mania dominated 2025 with precious and industrial metals leading the markets higher. Strength continued the first three days of the year, but metals ETFs fell sharply on Wednesday. All remain in strong uptrends, but their advances are getting out of hand, especially in silver. Keep in mind that
Silver Goes Parabolic – Copper Hits New High – Bitcoin Consolidates within Downtrend 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 a leading cloud stock, a robotics company, a homebuilder and a home improvement retailer. Symbols covered: NET, TRMB, TOL, LOW
Cloudflare (NET), Trimble Inc (TRMB), Toll Brothers (TOL), Lowes Companies (LOW) Read More »
The weight of the evidence remains bullish for stocks. SPY hit a new high in late December and remains near this high. 62% of S&P 500 stocks are above their 200-day SMAs, which is the vast majority. This also means that 38%
Cup-with-handle on SPY – New Highs in XLI, XLF, XLB – Key Levels for MAGS, XLK, QQQ Read More »
The weight of the evidence remains bullish for stocks. SPY hit a new high in late December and remains above its rising 200-day SMA. 63.2% of S&P 500 stocks are also above their 200-day SMAs. Even though this means around a third (36.8%) are below
SPY Tags New High – QQQ/MAGS Hold Breaks – 10yr Yield and Housing at Moment of Truth Read More »
The weight of the evidence remains bullish for stocks. SPY is trading very close to a new high and remains …Symbols covers: SPY, QQQ, MAGS, XLK, XLY, XLI, XLV, XLC, IEF, $UST10Y, ITB, XHB, ITA, ICLN, IFRA, IYZ
QQQ-MAGS Hold Strong – 10yr Yield Challenges Resistance – Housing Moment of Truth Read More »
Trading short-term patterns can be messy business with whipsaws, failed breakouts and support breaks. This is especially true for ETFs, which have dozens of moving parts (stocks). Each stock has its
Pattern Trading vs A Systematic Approach for ETFs Read More »
Market conditions tell us when to be invested in stocks and when not to be invested. Chartists can filter the noise and define market conditions using three simple indicators. They are the long-term trend for the S&P 500, the
To Be Invested or Not to be Invested? That is the Question Read More »
Precious metals continue to lead. Not just one or two, but all precious metals and their respective miners. All are up more than 30% since August. ….Symbols Covered: IEF, SPY, GLD, SLV, GDX, SIL, CPER, DBB, COPX, SRUUF, URA, IBIT
Silver Goes Parabolic – IEF Holds Support as SPY Stalls – IBIT Breaks Wedge Line 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 »
