December 5, 2025

Why the U.S. Dollar Remains Irreplaceable

By Bob Brogan

The Mohs–Purvis paper re-articulates the long-standing structural pillars of U.S. Dollar dominance and reminds readers that, despite periodic “de-dollarization” narratives, nothing in the global monetary system has emerged as a credible substitute. Their argument centers…

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December 5, 2025

Cyclicals Outperforming vs. Non-Cyclicals ~ Positive Trend ~ Bull Market

By Terence W. Brogan

Last time we looked at Relative Performance & Relative Performance Money Flow of Cyclicals versus Non-Cyclicals was September 27th , we have been Bullish Cyclicals since our Money Flow Model turned positive July 21st, and…

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December 4, 2025

Bob Brogan, CMT — Market View — Thursday, December 4, 2025

By Bob Brogan

Over the past 30 years of increasingly experimental monetary policy—from Japan’s zero rates and early QE to the Fed’s post-2008 balance-sheet expansion—central banks have deployed more than $12 trillion to create durable growth. Instead of…

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December 4, 2025

Value Relative Performance 416 MACD Buy Signal

By Terence W. Brogan

Here we go again…. as the saying goes: “even a blind squirrel finds a nut!” 😊 Nov 13th was our last report where we reported the Relative Performance 104 MACD Buy Signal being generated on…

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December 3, 2025

Mid & Small Cap Cyclicals Relative Performance Ratio Positive Cross Buy Signal

By Terence W. Brogan

Nov 20th was our last report on the relative performance of the S&P400 Mid-Cap Cyclicals as we were recording a 52 MACD positive cross Buy Signal. Today we are recording a 208 MACD positive cross…

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December 2, 2025

Banks Money Flows Expanding Positive Cross Buy Signal

By Terence W. Brogan

Last Monday we put out a Bullish report on the Financial Sector and today we are going to reiterate that call. As we showed yesterday, Financials is the best cyclical sector in the market right…

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December 1, 2025

Energy Sector Money Flows Expanding Positive Cross Buy Signal

By Terence W. Brogan

Friday, we put out a Bullish report on the Energy Sector and today we are going to reiterate that call. What you can see below is the best cyclical sectors in the market right now…

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November 28, 2025

Crude Oil & Energy Sector Buy Signal Generated

By Terence W. Brogan

Wednesday, we spoke about the correlations of the US Dollar, Yields, Commodities and how we were expecting a lower US Dollar, higher Yields and Commodities. Well, you cannot be Bullish on Commodities without expecting Crude…

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November 26, 2025

Classic Intermarket Correlations

By Terence W. Brogan

Today we are going to look at a couple of classic long-term intermarket correlations that everyone has seen before but we figured we would revisit the subject since we have been talking about Interest Rates…

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November 25, 2025

US Dollar Teetering on The Edge

By Terence W. Brogan

As goes the US Dollar, so goes the Outperformance of The USA versus the World! What you can see in the first chart below is a clear picture of the 400-day rolling correlation of the…

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November 24, 2025

Relative Performance Buy Signals ~ Financials, Industrials, Materials & Energy

By Terence W. Brogan

Last Wednesday we issued another Buy Signal for the S&P500 Cyclical as we are recording our Relative Performance Ratio 52 MACD positive cross. Today we are going to reiterate that call and look at the…

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November 21, 2025

Buy Yield/Sell Price , Buy High Yield/Sell Investment Grade, Buy 2’s & Sell 30’s

By Terence W. Brogan

Last Friday we did a report on the 10 yr T-Note with the call for yields to go higher. Today we are going to reiterate that call as we are recording 104 MACD Buy Signals…

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November 20, 2025

Mid Cap Buy Signal

By Terence W. Brogan

Yesterday we showed the 104 MACD Relative Performance Ratio Buy Signals on International, S&P500 Cyclical, Equal Weighted S&P500, Emerging Market and EM Small Caps. Today we are recording Relative Performance 52 MACD Buy Signals on…

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November 19, 2025

Buy Signals Across The World

By Terence W. Brogan

Let’s first start with the obvious bias, our Money Flow Bull/Bear Model has been Bullish since July 21st. Since then, we have been recommending Buying broad-based, Equal Weighted, High Beta, Cyclicals on every pull back…

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November 18, 2025

1-6 Year Volume Weighted Average Market Price

By Terence W. Brogan

Today we want to look at the volume weighed average price of the stock market over the past 1-6 years. This is a analysis of plotting the average price of the market and where the…

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