Most investors are unaware of the rebirth occurring in the stock market. A flat-lining S&P 500 masks the monster strides the average stock is making. Today we’ll be visualizing the breath-taking cyclical rotation trade that’s not slowing down anytime soon. Stock picking shouldn’t be a popularity contest. It should be a profit contest. For years,… Read more »
The monster rotation is gaining steam. This is very healthy action that’s long overdue. Here are 3 reasons small-cap stocks are heading a lot higher. Yesterday’s 3.65% selloff in the NASDAQ 100 was the worst since 2022. All major indices got clobbered, but mega-cap Tech in particular felt the brunt of the latest market-cap reshuffle…. Read more »
We’re witnessing one of the most powerful rotations in recent history. And it has more room to run… Wall Street’s trade of the year is in full force. Rarely does a rotational quake strike equity markets. But when positioning reaches extremes, it’s only a matter of time before a breath-taking unwind occurs. Literally one month… Read more »
To me, great research is defined by what you say when times are tough…not when the gettin’ is good. Let’s rewind the tape back to October when the Big Money Index (BMI) alerted an incredible setup. Not only did we pound the table that a breath-taking rally was coming, we have the equity performance to… Read more »
With the 1st half of 2024 in the books, it’s time to focus on the back-half. There’s a strong signal for one growth area of the market. Keep betting on Technology stocks into yearend. The S&P 500 closed out a monster first half, ripping 14.48%. Much of that gain is squarely attributed to the outperformance… Read more »
If your stocks aren’t holding up this year, you’re not alone. Most equities are behaving wildly different than major indices. The Big Money Index plummets to new lows in 2024. Last week we discussed how a monster reversion trade is coming. The average stock in the S&P 500 is drastically underperforming the overall cap-weighted index…. Read more »
The appetite for stocks is off the charts. …especially mega-cap tech names. This has caused market breadth readings to plummet. But don’t fret because now’s the time to get ready for a monster reversion trade for the Ages. Let’s face it, if you’re not holding the handful of AI-fueled growth names right now, odds are… Read more »
It’s a wonderful time to be a stock investor. Not only are markets making all-time highs, select names have incredible multi-year tailwinds. Many of those reside in the Technology space. Here are 3 easy reasons to buy semiconductors hand over fist. A lot has happened the past week: With markets and high-quality tech stocks reaching… Read more »
Did you get the memo that it’s time to buy Technology stocks? Of course you didn’t. The media has been focused on job growth and rate cuts. But the reality is tons of growth stocks were dumped last week. That’s good news because capitulation in Tech stocks signals massive upside ahead. Lots of folks discuss… Read more »
Stock investing is simple.
Just hold great companies.
But it can get simpler when broad indices find a tailwind.
That’s the situation today. One bullish omen for the NASDAQ just fired.
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