Archives

The Truth About Tariff Uncertainty

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.

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Bulls Take the Lead

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.

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$7.2 Trillion on the Sidelines

Hey, Ross here! There’s now a record-breaking $7.2 trillion parked in money market funds—and that’s just the visible cash on the sidelines. I’ve been tracking where the real inflows are coming from, and it’s not where you might think. In today’s Insight, I break down what could trigger this “dry powder” to flood into stocks—and what that means for the next leg of the bull market.

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The Market is Still Healthy

Yesterday I warned we might dip, but I’m still bullish—and I can prove it. My proprietary TA Market Health model just flipped green after nailing February’s peak, and the leadership groups are sprinting higher. In today’s briefing I’ll show you exactly why the current pause is healthy, how “weak-hand” shakeouts set up the next breakout, and what I’m watching ahead of Tuesday’s live strategy session. Stick with me and stay positioned for the run.

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The Pullback I Warned You About

Hey, Ross Givens here! Even though the Nasdaq slipped a bit yesterday, I saw something very bullish beneath the surface. The New New Highs indicator printed green—meaning more stocks hit new highs than lows. That kind of divergence often signals hidden strength in the market. And if you look closely at the chart, you’ll spot something even more telling. I break it all down in today’s Insight.

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This Indicator is Still Flashing Green

Hey, Ross Givens here! Even though the Nasdaq slipped a bit yesterday, I saw something very bullish beneath the surface. The New New Highs indicator printed green—meaning more stocks hit new highs than lows. That kind of divergence often signals hidden strength in the market. And if you look closely at the chart, you’ll spot something even more telling. I break it all down in today’s Insight.

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Institutional Money Still on the Sidelines

Hey, Ross Givens here! Global fund managers still haven’t bought into this rally. Despite the sharp rebound in U.S. stocks, the latest data shows they remain underweight heading into May. That tells me there’s still a mountain of institutional money sitting on the sidelines—money that could flood back in and push markets even higher. I break down what this means for us in today’s Insight.

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Was This Recovery “Too Fast”?

Hey, Ross Givens here! The Nasdaq just rallied 20% off its April lows—in exactly 23 trading days. That’s got a lot of folks screaming “too fast” and “overbought.” But when I looked at the data, I found this kind of speed isn’t unusual at all. In fact, 23 days is the median recovery time after past bear market bottoms. So don’t let the noise shake you out. I break it all down in today’s Insight.

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Still Too Many Bears Left

Hey, Ross Givens here! Nearly 60% of S&P 500 stocks just hit 20-day highs—a clear sign of short-term strength. But here’s the part that really matters: this kind of strength often leads to sustained gains over the medium and long term. Yes, we could see some pullbacks, but unless tariffs throw a curveball, the odds remain in the bulls’ favor. I break down what this means—and why too many bears are still lurking—in today’s Insight.

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This Market Timing Indicator Proved Itself Once Again

Hey, Ross Givens here! I’ve kept a close eye on the National Financial Conditions Index (NFCI) because it tells me how much money is flowing through the system. And right now, it’s moving in the right direction. Financial conditions have been loosening steadily since I called the April lows—great news for stocks. Historically, the NFCI moves inversely with the market, and if this trend continues, we could be in for a lot more upside. I break it all down in today’s Insight.

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