Even after adjusting for inflation, we're building way fewer homes per household in the US than back in the late 1960s. And construction costs have shot up way faster than nearly anything else.
📍Great trades begin with picking the right spot.
✅Stick to buying stocks when:
1⃣ Near the 10 or 20-day moving average
2⃣ Previous day was super tight
3⃣ Buy from a tight pivot
4⃣ Tight pivot plus contracting volatility = bonus
❌Don't chase overextended names or
My portfolio went up 2.34% yesterday. (NDX +1.65%, SPX -0.75%)
Since the start of the year, it's up 44.27%. Over that same period, SPX gained 9.51% and NDX 19.91%.
Since March 7, 2025 (when I set it up), my portfolio is up 115.49%. In that time, SPX is up 29.91% and NDX 49
Here are the liquid stocks that hit new 52-week highs today and have doubled in the last year. Sorted by average dollar volume:
$1B+: AMD, INTC, AMAT, TSM, LRCX, ASML, CAT, KLAC, GLW, ALAB, TER
$250M+: RVMD, CRS, ASX, MKSI, MRNA, BB, ONTO, QNT, MXL, FROG, AGX, VICR, FCEL,
👀 Peek at how the leaders performed 6/30/26:
💪 8 out of 9 stocks up today
📈 $ALAB hit new all-time closing highs!
🔥 $BE surged 10% near previous highs after hours
🏃 $SNDK and $INTC are getting ready to run again
https://t.co/Cvco0FIhTJ
$ALAB $BE $CRDO $DELL $GLW $
It's cool to be early if you're right. With #TheStrat, we can just stop out and hop back in.
$SILVER / $GOLD are still set for another big rally. Macro looks solid [hint:China], we just need to reclaim a prior range and see a shift.
New quarter starts tomorrow! I'll keep w
SPX is getting close to that weekly upper bound around 7475, so it might stall here. But if Tech keeps pushing, 7500 could be in play into the close. Tomorrow is first of month, so expecting bull flows 📈
Anytime someone says markets are in a bubble, just remember this:
The real driver behind this bull market is rising corporate earnings, not crazy valuations.
FactSet says S&P 500 Q3 2026 earnings growth is expected at +26.7%, Q4 at +24.2%, full year +24.0%. And those estim
💧📈 Top Liquid Stocks by Price Setup 📉
Out of 2,504 stocks, 139 qualify as Liquid Leaders, broken down by price structure.
Colors:
🟠 Trend shifting up ⬆️
⚪️ Moving higher ↗️
🟢 Time to buy
🔵 Cut half if you own
🍐 Add back if you trimmed
🟣 Way overexten
Heads up—those gaps from last Tuesday are still hanging up there ($SPY at 743.13, $QQQ at 734.39) and haven't been filled yet. Kinda tempting, right? How fast they fill (or don't) tells us how strong the trend really is.
$FTNT finally broke out Friday on big volume from a tight 3-week flag after that massive 9-week run. The pattern: pivot at 150.07, pole up 97.2% in 8 weeks, flag pulled back -11.3%. Looks ready to keep going 🚀