Junk bonds are outperforming US Treasuries - the ratio printed another all-time high this week. $JNK $IEF $HYG

The median stock, as measured by the Value Line Geometric Index, is making new multi-year highs. $VALUG $VALUA

New York Is the Warning. How Blue Cities Are Engineering Their Own Decline. Stay in the Know and Follow Us Dim Simple Media.

The % of Nasdaq Composite stocks trading above the 200-day average reached its highest level in over 4-years. $IXIC $NDX $SPY

https://t.co/NdkKc8S5St

Hopefully you listened to your financial advisor

I've spent years struggling to prove that the sunk-cost fallacy isn't actually a fallacy. No sense in giving up now, though.

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Equal-weight US defensive sectors are trading at a relative price level that has preceded pullbacks in the index. This level marked the '22 highs and nearly every major pullback through the recovery. $RSP $RSPU $RSPH $RSPS $SPY

Oil Services $OIH A great deal of technical improvement in 2H '25. Price > positive sloping 200-day avg Price > well tested S/R zone Relative Strength (vs. $SPY) > 200-day avg

Lord, give us the ambition to do as much as we can, as well as we can, as long as we can, and the resolve not to despair over the things we cannot do. Amen. - Fr. Theodore M. Hesburgh, CSC

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Technology (🇨🇳 vs. 🇺🇸) I've been fooled by EM/China/Intl my entire (short) career. One could understand why so many are pessimistic toward the asset class. The chart will keep you honest though.. let's see if 4th times the charm. $CQQQ $QQQ

Let's not forget how tied $MU is to the business cycle. Below displays EBITA Margin LTM overlayed with US Non-Manufacturing PMI. When earnings miss and estimates are aggressively revised lower, P/E will skyrocket. This doesn't mean we can't see price and the multiple increase at

Aerospace & Defense Industry Making new all-time highs on both an absolute and relative basis. $ITA $XAR

2025 AI proxy winners, Storage/Memory $STX +225%, P/E grew from 10.6x to 22x $MU +240%, P/E fell from 11.2x to 7.6x ☘️ $WDC +284%, P/E grew from 8x to 21x Micron is the clear fundamental winner - NTM P/E is lower than the depths of the April tariff tantrum! The stock could

Konami Group Corp - A co with so much history! Frogger, Castlevania, Silent Hill, Metal Gear Solid, Yu-Gi-Oh! Bomberman - just to name a few. $KNAMF $KONMY

$500 for a Switch 2... or you can buy 29 shares of Nintendo on the OTC. The stock is in a 34% drawdown and trading right into a serious confluence zone. 🎮 $NTDOY $ESPO

Rainbow Six Siege servers aren't the only thing going down... $UBI is in a 94% drawdown from it's 2018 all-time high.

This 6-month range on $SPX / $VEU is truly something. The ratio is in a complete state of indecision!

Still a lot of coiling patterns out there e.g. Bitcoin, Q’s, rates to name a few. Decisive resolutions incoming!