Reports Library

With the S&P 500 soon entering its favorable end-of-year seasonal window, we take a closer look at S&P 500 sector performance between mid-October and the end of the year. Several notable trends have emerged over the past seven decades.

The NYSE and Nasdaq are issuing Titanic warnings together. Across 11 completed signals, average index paths lagged ordinary market performance, while staples and utilities more often outperformed the S&P 500 and are already leading during the current episode.

A washed-out IYT Optix signal and a Copper/Gold ratio plunge below 0.16 signal an impending trend reversal for transportation stocks. While short-term chop is likely, historical data points to a 96% 1-year win rate for IYT.

As the S&P 500 hovers near record highs, widening credit spreads and negative breadth warn of near-term risks. However, a rare Large-Cap Growth thrust and a rotation into Quality offer highly favorable long-term equity setups.

Interest rates tend to trend in long-term waves. Herein, we discuss tracking the major trend in long-term Treasuries using the JK Interest Rate Model.

The S&P 500 McClellan Summation Index crossed below -845 on October 7. After 15 of 19 comparable signals, emerging markets fell within two sessions and often lagged U.S. stocks, while subsequent rebounds carried substantially deeper interim losses.

The transportation sector has been a serious laggard in recent years. But one historical quirk suggests that it's time to put it back on the radar. Details herein.

As the S&P 500 pushes near record highs, widening BBB/AAA credit spreads signal underlying bond market skepticism. Historically, this equity-credit divergence precedes market inflection points and heightens 1-to-2-month drawdown risks.

The real estate sector has been a dreadful laggard in recent years - and for good reason (high home prices, rising mortgage rates, remote work impacting commercial real estate, etc.). Is it time for contrarians to load up? Not necessarily. Nevertheless, shorter-term traders might be looking at an opportunity. Details herein.