Gross ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
There are so many things working this year. American Growth stocks are just not on the list. The underperformance from this group is on another level. These are things that haven't been seen in 20 years. Look at U.S. Technology hitting new cycle lows relative to the S&P500. The struggle has been real since last summer. And the selling has not slowed down. |
Also notice how the High Beta Index is hitting new lows relative to Low Volatility. Over half the S&P500 High Beta Index is in Technology. Berkshire Hathaway, for example, which is hitting new all-time highs, is one of the largest component of the Low Volatility Index. It's the High Beta stuff - Tech and Consumer Discretionary, that's leading the way lower in the United States. Here is the Semiconductors Index peaking last summer relative to the S&P500 "in the middle of an AI Revolution" lol. AI revolution. More like an AI hallucination... |
There are so many things working in this market. Every single sector in the U.S. is either flat or up in 2025, except for Technology and Consumer Discretionary which are both down double digits this year. The "Dispersion", as they call it, is off the charts. Gold is hitting new all-time highs. So is Copper. And Energy is now coming right behind it. We discussed this all on yesterday's FREE Live event. Catch up on everything you need to know about the commodities supercyle and which trades we're putting on next. Americans own way too much Large-cap Growth. And they're paying the consequences. The opportunities are somewhere else. Click here to catch the FREE replay from our LIVE Event JC |
|
|
JC Parets, CMT | Founder, All Star Charts |
|
| All Star Charts emails are a financial publication of general circulation and only offers impersonal advice, not tailored to individual needs of a specific client or group. Any comments or statements made herein do not necessarily reflect those of All Star Charts or its affiliates (collectively, "All Star Charts") and do not constitute buy or sell recommendations. Unless specifically indicated, this message is not an official confirmation of any transaction. The contents of any email communications to or from All Star Charts may be monitored or reviewed at All Star Charts's discretion. All Star Charts accepts no responsibility for any loss or damage arising in any way from the use of this transmission and any attachments; it is the responsibility of the recipient to ensure that they are virus free. If you reply to this email, please note that we are a public investor and do not want any material non-public information. We do not agree to keep confidential any information you provide and do not agree to any restrictions on our trading activity, except pursuant to a written confidentiality agreement executed by All Star Charts. |
Want to change how you receive these emails? You can manage your preferences here unsubscribe . © 2025 All Star Charts |
|
|
|