The S&P 500, Dow Jones Industrial Average, Nasdaq-100, NYSE Composite — and a laundry list of other indexes around the world — are printing fresh all-time highs. That’s what bull markets do. New highs aren’t the exception; they’re the rule.…
Whenever in doubt, zoom out. That’s the closest thing you’ll find to a cheat code in this business. Traders and investors are always chasing the mythical “holy grail” of the market — the perfect indicator, the magic formula, the one…
There’s an old saying on Wall Street that you want to “sell Rosh Hashanah” and “buy Yom Kippur.” It comes from the tendency for stocks to sell off during the period between the two holidays. Since 1970, the S&P 500…
We’re trend-followers at TrendLabs for one simple reason: asset prices trend. That’s not a theory. It’s a fact. Fighting those trends doesn’t just make investing harder. It goes against the entire point of what we’re here to do in the…
Sector Rotation is the lifeblood of a bull market. New leadership groups emerge as healthy markets persist. And, right now, we’re seeing it play out in real time. Take Biotechnology. For the past four years, this group has been dead…
On September 22, 2025, the definitions changed. Small-caps, mid-caps, large-caps — the way we’ve classified companies for decades no longer fits the reality of today’s market. The world has moved on, but the numbers everyone keeps using are stuck in…
The historic period of American exceptionalism in the stock market is over. That ended last year and the rest of the world had been playing catch up throughout 2025. While the United States stock market is on pace for another…
Stop. Take a step back. Look around. We’re in the middle of a bull market in equities – and not just in the U.S. mega-caps that kicked things off. Participation is broadening. It’s global. And it’s finally spilling down into…
The index of Consumer Discretionary stocks closed last week at its highest levels ever. No other consumer in the world is as good at spending money as the American consumer. In fact, consumer spending represents a significant portion of U.S.…
The iShares MSCI USA Momentum Factor ETF (MTUM) is up 25% this year. It was up 33% in 2024. Money flows to where it’s treated best. That’s the point. While many investors are out there wasting their time trying to…
On Thursday, saw the first new record closing high for the Russell 2000 Index since 2021. We already discussed this on Friday. That very same day, we also saw new all-time high closing highs for the S&P 500, the Nasdaq-100…
Founder’s Note: Quantitative Analyst Grant Hawkridge came up from Down Under this week to join Jason Perz, Sam Gatlin, and me for face-to-face meetings about this project we’re working on together. Here’s Grant with some reflections and some data, of…
