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Welcome back for another Top Down Trade of the Week.

This is a classic leadership scan.

We start with the best sectors, then drill into the subgroups. We pick one, and then take a look at the top stocks...

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We’ve covered biotechs and banks plenty recently, as the top groups leading the charge higher for small caps. 

But there is another unsung hero contributing to this trend and that is industrials. 

At...

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Sports betting is emerging as one of the hottest new mega trends. 

While it is only a few years old, it’s already a $20B industry by revenue and is growing at double digits.

Right now, the charts suggest...

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Leadership keeps showing up in places no one’s watching. Take Peru.

The Peruvian Sol (PEN/USD) just registered its best single-day performance since 2023, reaching fresh five-year highs against the US Dollar.

...

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July is in the books and there are some fresh trends brewing beneath the surface. 

The tech and growth trade has led the market off the April lows, but recent evidence suggests this theme is cooling. 

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Biotech has been one of the worst-performing industry groups this cycle. Investors have got used to it as these stocks have been dead money for much of the past decade. 

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Uranium stocks have been working on some of the largest and cleanest bases in the entire market for almost two decades now. 

I’m talking about structural patterns of...

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After several false starts, the world’s largest cryptocurrency finally got it done. 

With some solid momentum right out the gate, my only question is… 

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Regional banks live far-out on the financial sector risk curve.

These companies take deposits and invest in fixed-rate assets—leaving them open to interest rate risk, and...

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There is a big catch-up trade brewing in the banking industry. 

The big banks have already been working. In fact, most financials have. 

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Stock markets all over the world are parading to fresh highs. From Europe to Asia, the world’s major benchmarks sit at – or within a stone’s throw of – all-time or cycle highs.

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You have probably heard me talk about the Three B’s before.

It stands for banks, biotechs, and builders, and is a fun and convenient acronym I use when discussing the most...

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If you see a bull flag… Buy it. 

It’s what we’ve been telling our...

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The team and I have been digging through our currency charts today, trying to figure out if we should trust these new lows in the Dollar Index.

And the truth is, there is plenty we could say about dollars right now, but I don...

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There comes a time in every bull market cycle when the worst companies are the best stocks.

And this is a feature as far as I’m concerned… not a bug. 

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I’m going out for drinks tonight with a good friend who owns a real estate agency in Key West.

We’re going to talk about home prices, inventory levels, and mortgage rates...

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Welcome back for another Top Down Trade of the Week

This one’s a classic leadership scan.

We start...

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The major averages were lower this week, but it was still a win for the bulls.

Here’s why…

Since the market bottomed over two...

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