Today’s update will cover:

• Why liquidity remains a bullish tailwind.

• This software stock doesn’t care about AI’s threat.

• What seasonality says about midterm election years.

• Labor …

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Today’s update will cover:

• The power of earnings behind stock prices.

• Why the calendar is about to turn very bullish.

• Investor sentiment and positioning are a tailwind.

• One sector…

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Today’s update will cover:

• Market breadth is staging a bullish breakout.

• Evidence that inflation pressures are spreading.

• Why the rally can keep pushing higher…for now.

• One measur…

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Today’s update will cover:

• Growing evidence the economy is heating up.

• Is the average stock about to catch the AI trade?

• A bullish pattern developing in the NYSE’s A/D line.

• Stron…

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Today’s update will cover:

• Investor positioning shows there’s room to run.

• Valuations compressing as earnings growth surges.

• Breadth and investor sentiment supporting recent gain…

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Today’s update will cover:

• Are stocks due for an oversold bounce?

• The average is telling a different story than the index.

• A breakout that will have ripple effects across the mar…

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Today’s update will cover:

• Inflation is more than an energy story.

• Forces coming together for the rate outlook.

• A hawkish (global) central bank pivot is underway.

• How this stock m…

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Today’s update will cover:

• The tug of war driving stock prices.

• More signs the next inflation wave is underway.

• A SpaceX IPO could deliver a boost to this stock.

• Why investors are…

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Today’s update will cover:

• The S&P 500 is following a familiar path.

• What’s fueling the stock market to record highs.

• The next commodity sector that could breakout.

• A huge risk fr…

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Today’s update will cover:

• The easy money rally has run its course.

• The median S&P 500 stock remains in correction.

• How to use liquidity to evaluate trading environments.

• The pric…

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Today’s update will cover:

• Is the next inflation wave underway?

• Why the stock market rally has room to run.

• A major difference in the S&P 500 versus the trade war.

• One energy stoc…

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Today’s update will cover:

• The long-term risk from commodity prices.

• The near-term opportunity brewing in stocks.

• The market’s similarities to 2022’s bear market.

• Why the traditio…

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Today’s update will cover:

• The key chart driving the S&P 500.

• A crossover investors don’t want to see.

• One trade setup that checks all the boxes.

• Watch this breadth ratio if the r…

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Today’s update will cover:

• Breadth and seasonality aligning for a rally.

• The S&P 500’s path during past geopolitical events.

• The key ingredient that could boost the stock market.

• …

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Today’s update will cover:

• Bitcoin as a leading sentiment indicator.

• Why the 1970s inflation cycle matters right now.

• Broad commodities rally increasing inflation risks.

• A rare VI…

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Today’s update will cover:

• Nuclear stocks are setting up to break out.

• How rising oil prices could impact interest rates.

• AI stocks are losing their luster to this key group.

• The …

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Today’s update will cover:

• The Fed’s hawkish pivot is here to stay.

• S&P 500 return dispersion running at extremes.

• What the rally in energy stocks says about inflation.

• The level …

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Today’s update will cover:

• Measuring the size of the AI bubble.

• Jumping volatility in the average stock.

• The type of AI stock still delivering solid gains.

• Supercore inflation sho…

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Today’s update will cover:

• Unpacking the crash in momentum stocks.

• Why earnings growth is key to the S&P 500.

• Key sectors signaling a positive economic outlook.

• Why conditions st…

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Today’s update will cover:

• Is the gold rally finished?

• More evidence of a strong economy.

• One inflation measure jumping to a record high.

• The next semiconductor stock setting up a…

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