For nearly twenty years, the market played by a simple set of rules:

Growth over value.

This trend guided portfolios and dominated positioning for more than a decade.

But now the question is...

What if Gold still hasn’t begun to outperform equities in any meaningful way?

I know it sounds counterintuitive, especially after precious metals led the tape and outpaced nearly everything last year.

But the...

As technicians, we love to talk about Dow Theory.

One of its most important principles is the concept of confirmation—the idea that major averages should be trending in the same direction.

And right now, that’...

The little guys are back—and they’re leading the market higher.

The Russell 2000 $IWM just closed the week at its highest level in its history. 

After nearly four years of going nowhere, it’s finally...

Today, I’ll keep it simple.

From where I’m sitting, this is still very much a risk-on market.

The sectors that typically perform well during “risk-off” environments are the first to lag—and that’s exactly what...

Sign up for my free daily note here.

We kicked off the year strong, and risk...

Sign up for my free daily note here.

Last night, JC Parets hosted our ...

Sign up for my free daily note here.

Energy is quietly setting up for its next major move...

Sign up for my free daily note here.

When I think about tech stocks outside the U.S., my...

Sign up for my free daily note here.

We don’t get bull markets without Financials...

Sign up for my free daily note here.

The industrial metals complex is ripping, and...

Sign up for my free daily note here.

Offense is on the field.

In...

Sign up for my free daily note here.

As we head into the final stretch of the year...

Sign up for my free daily note here.

One of the first things you learn in Technical Analysis...

Sign up for my free daily note here.

I’m buying stocks into year-end.

Uptrends...

Sign up for my free daily note here.

Gold has already mooned.

Silver’s ripping to new...

Sign up for my free daily note here.

As we head into year-end, I think it’s worth...

I can’t imagine this bull market ending without transportation stocks finally breaking out.

For four years, this group has gone nowhere. Completely forgotten. Completely ignored.

But I think their time is coming.

After years of...

Energy is positioning itself for the next major rotation.

We’re finally seeing real strength beneath the surface. Refiners are ripping, oil services are accelerating, and the smaller names are starting to firm up as well.

This sector has...

After a...

Silver just hit another all-time high this morning, pushing up against its prior cycle highs and testing whether it can truly break out.

One way to measure if this move is real is to look at how Silver is performing in any major currency — not...

The way I’ve learned it, the only way to own the best stocks… is to actually buy the best stocks.

That means we can’t get married to a theme or a sector just because we hope it’ll perform. Hope isn’t a strategy. Price is.

Yesterday I hosted a new episode of...

The past month has been a tale of messy, choppy action for stocks. Some names are holding up fine, while others are...