paid
Is The Bull Market Broadening Or Rotating?
Many investors are wondering if the recent outperformance of the S&P 400 and the S&P 600…
LargeCaps & SMidCaps
8 posts
paid
public
Fed Pivot, Trump 2.0, SCOTUS Chevron Ruling & Earnings Broaden Stock Market Meltup
We've been predicting a broadening stock market meltup in the event that the Fed starts cutting the federal…
paid
Market Call: Blue Angels Flying High
Our Blue Angels framework shows that the S&P 500 was back in record high territory last week as…
paid
Why Are LargeCaps Doing Better Than SMidCaps?
Why has the S&P 500 LargeCaps stock price index been more expensive than the indexes for the S&…
paid
Market Call: S&P 500/400/600 Are Flying With The Blue Angels
Our Blue Angels framework allows us to visualize the stock market equation P = P/E * E in one chart, where…
paid
Happy Old & New Years!
The S&P 500 rose 24.2% last year after falling 19.4% during 2022 (chart). Since the start…
paid
Valuation-Led Meltup
Meltups and meltdowns in the stock market are mostly attributable to rapid increases or decreases in earnings valuation multiples. The…
paid
What's In Style? Value, SMidCaps & Global
The S&P 500 is back testing its 200-day moving average (chart). It previously did so on November 30,…
