Updates

Hey, Ross here! Lately, I’ve noticed a growing gap between how people feel about the economy and what the numbers actually show. Headlines scream recession, but the hard data keeps beating expectations. This kind of disconnect—where sentiment sinks while real performance stays strong—is exactly the kind of setup I look for. Let me show you how we can turn this divergence into opportunity.

Hey, Ross here! I just reviewed the data on how each sector performed during the tariff-driven selloff—and more importantly, how far they still need to climb to reach new highs. Some are nearly there, but others have serious ground to cover. With institutional investors finally flipping back to “risk on,” this setup could fuel a broad rally. In today’s Insight, I break down where the biggest opportunities may be.

Hey, Ross here! Even with the market just shy of all-time highs and financial conditions loosening, retail investors still lean bearish. This week’s AAII sentiment survey shows the bears outnumbering the bulls yet again. But as I explain in today’s Insight, that disconnect between sentiment and reality is exactly what creates opportunity—and why I believe the smart money is quietly positioning for what’s coming next.

Hey, Ross here! The Nasdaq looks like it just broke out of its consolidation range—and the S&P 500 isn’t far behind. I’ve marked the zone I’m watching, and while it’s too early to call this a confirmed breakout, the next few sessions will be key. In today’s Insight, I’ll show you what I’m looking for… and why waiting on the sidelines could mean missing the move.

Hey, Ross here! Buybacks are surging—and that’s a big deal. In today’s Insight, I break down what this spike in corporate share repurchases tells us about confidence in the market. When the people closest to the numbers are putting real capital to work, they’re making a long-term bet on strength. Here’s why that matters for investors like us.

Hey, Ross here! The market has barely moved over the past five days—but under the surface, it’s telling a different story. We’re still seeing more stocks hit new highs, even on red days. That’s a sign of strength. In today’s Insight, I explain why this sideways action is actually a bullish setup—and how long it might last.

Hey, Ross here! The Nasdaq just logged its best May in 35 years, and the S&P 500 wasn’t far behind. History tells us that strong Mays often lead to continued bullish runs—and my Market Health gauge confirms it. But here’s the kicker: retail sentiment actually fell at month’s end. In today’s Insight, I break down what this disconnect could mean for markets—and your next move.

Hey, Ross here! When uncertainty spikes, companies tend to pull their earnings guidance—but that’s not what we’re seeing right now. Only eight S&P 500 companies withdrew guidance this past quarter, a far cry from the 100 we saw in early 2020. In today’s Insight, I break down what this tells me about how corporate America views the road ahead—despite all the headline-driven noise.

Hey, Ross here! When uncertainty spikes, companies tend to pull their earnings guidance—but that’s not what we’re seeing right now. Only eight S&P 500 companies withdrew guidance this past quarter, a far cry from the 100 we saw in early 2020. In today’s Insight, I break down what this tells me about how corporate America views the road ahead—despite all the headline-driven noise.

Hey, Ross here! For the first time in 15 weeks, AAII bulls just outnumbered bears—and that’s a big deal. I’ve studied what typically happens after this kind of sentiment shift, and history points to strong market performance ahead. In today’s Insight, I break down what this signal has meant in the past—and why the data tells me the smart move is to stay in the game.