Market

Hey, Ross here! I just reviewed Bank of America’s latest Fund Manager Survey, and their so-called “sell signal” doesn’t line up with what’s actually happening in the market. When cash levels drop, they claim it’s bearish—but history tells a different story. I’ve watched these billion-dollar institutions manipulate narratives for years. Today, I’m calling it out and showing you how to fight back.

Hey, Ross here! The Equal-Weight S&P 500 just gave back nearly all its monthly gains—while the Nasdaq looked fine on the surface, over 80% of S&P 500 stocks closed red. That’s a clear sign the “average stock” had a rough day. Is it time to worry? Not in my view. But this could mark the start of the short-term pullback I’ve been expecting.

Hey, Ross here! July tends to be a strong month for stocks—but most of the gains usually come in the first half. We’re now entering the second half, where history shows the market often cools off… or even pulls back. I’ve been expecting this. But in today’s Insight, I share a take that might surprise you—and it could impact how you trade the rest of the month.

Hey, Ross here! Retail and institutional investors have both hit the brakes lately—and you can see that clearly in today’s chart. Even with the market pushing all-time highs, buying activity has stalled. The NAAIM Exposure Index just dipped, and retail sentiment remains shaky. But don’t mistake this pause for a drop in risk appetite. In today’s Insight, I break down why a short-term pullback doesn’t mean the bull run is over—and how I’m reading the signs under the surface.

Hey, Ross here! The S&P 500 has now closed above its 20-day moving average for 53 straight days—one of the longest streaks in the past two decades. That kind of consistency points to real strength under the surface. But when I look at similar streaks in history, they often came with a short-term breather. In today’s Insight, I break down what this streak tells us—and why a pullback may be just around the corner (and nothing to fear).

Hey, Ross here! The Nasdaq just hit fresh highs—but there’s still $7.4 trillion sitting in money market funds. That’s a massive amount of fuel for this rally. Meanwhile, retail sentiment has dipped and forward earnings estimates are climbing to all-time highs. Add in strong internals, and I see plenty of runway left in this bull market. In today’s Insight, I break down why I believe this rally has at least six more months to run—and how to take advantage.

Hey, Ross here! I just dug into the Russell 1000’s performance and spotted something interesting—July’s leaders have been the first half’s laggards. Meanwhile, the top stocks from earlier in 2025 are pulling back. That kind of rotation is exactly what keeps a bull market healthy—and when former losers start leading, it opens a powerful window of opportunity. In today’s Insight, I break down what this means and how to position yourself ahead of the next move.

Hey, Ross here! Everyone’s watching the large-cap stocks charge higher—but they’re missing what’s happening beneath the surface. As I break down in today’s Insight, small- and mid-cap stocks are actually outperforming, with a greater percentage hitting 3-month highs compared to the S&P 500. This kind of under-the-radar strength often leads to major opportunity… if you know where to look. Let me show you why this could be the overlooked setup that smart money is already watching.

Hey, Ross here! I’ve been tracking a key breadth scorecard that covers everything from small caps to large caps—and the signals are looking solid. Most timeframes show healthy participation across the board, even if the longest-term readings still need to catch up. Add to that the strong breakout in the Equal-Weight S&P 500, and the evidence points to continued strength. In today’s Insight, I walk you through what this means—and why I believe there are still plenty of buyers left in this market.

Hey, Ross here! I’ve been watching a key chart: the QQQ/DJI ratio. It tracks how much the Nasdaq 100 is outperforming the Dow—and right now, it’s falling fast. That tells me we’re seeing a rotation out of big tech and into other areas of the market. It’s catching a lot of traders off guard. But if you understand what this shift means, you can stay ahead of the curve. I break it all down in today’s Insight.