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Just when we thought tariff talk had gone quiet, it’s back on center stage. With the reciprocal tariff deadline landing this Wednesday, President Trump...

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The past week has been relatively stable in terms of sector rankings, with no new entrants or exits from the top five. However, we’re...

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I like to trade stocks that are relative leaders and belong to industry groups that are leaders as well. For the past 2-3 months,...

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S&P 500 earnings are in for 2025 Q1, and here is our valuation analysis. The following chart shows the normal value range of the...

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Communication Services Drops to #5 The composition of the top five sectors remains largely stable this week, with only slight adjustments in positioning. Consumer...