Here are your 2025 theme returns so far this year.

For reference

Time for a little insurance outperformance? $ALL $SPX

The Mag 7 ETF gapped up to new all time highs this morning, but the move has been fading ever since. Now retesting its prior highs from Dec ‘24. $MAGS

Yields at an interesting spot heading into fomc tomorrow 👀

The $VIX is entering its seasonally strongest month while sitting at prior support, as vol compression is starting to unwind. This has all the signs of a potential sharp move. Some major earnings reports this week also so hold on to your hats.

The cryptos are waking up. $BTC $ETH $SOL $BNB

RT @JC_ParetsX: Great chart @TheDonInvesting.

Financials are on fire. Check out my latest post covering how financials are making new all-time highs, and some setups I’m liking the most. Let me know your thoughts! (Free)

Gold getting tight while closing at a key level relative to Silver & Copper. $XAUUSD

RT @TheShortBear: The market is about make an important decision.

It would be great if these three could make new highs soon. $DIA $MAGS $XSD

$MTUM The Momentum ETF looks ready to live up to its name

Equal Weight Consumer Discretionary is making new all-time highs today while the cap weighted is still about 5% away. $XLY and $RSPD vs. $RSPS have also been moving in unison for the most part. Are Amazon and Tesla too big of a weighting?

Let’s get to work! 🫡.

Silver Miners are my favorite setup within the commodity space right now. $SIL $SILJ

Inflation signal? $TIP

$GOOGL Trying to make a comeback

Thanks for the mention! 🤝.

$META Has that look to it.

$XRP looking to breakout from a multi-year base relative to Bitcoin, while achieving new all-time highs on an absolute basis.