Everybody’s Wrong

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…

Founder’s Note: I’m living vicariously through Sam Gatlin these days. Overseas adventures are a theme around here recently, and our young analyst is off on an interesting one. Here’s Sam with on-the-ground observations from one of the most interesting places…

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.…