October 26, 2026
Money Flow Model ~ Still Negative & Struggling
Today we’re starting the week by reviewing the Money Flow Model, which still remains negative. However, when we look at the model’s first derivative, it does appear to be attempting to bottom — holding prior‑low…
October 23, 2026
Defensive Positioning ~ Buy Value & Sell Growth
Since our Money Flow Model turned Negative, we have been advocating the Value rotation as a defensive strategy because inflation remains in a bull market, as evidenced by bullish oil prices. The Value style has…
October 22, 2026
The Linear World Still in Control
Today, we are going to examine inflation and the two keystones of the market: oil and yields. Jordi Visser of 22V has caught my attention over the past six months because of his expertise in…
October 21, 2026
Low Volatility, Low Momentum & Non-Cyclicals ~ Relative Performance Counter-Trend Positive Divergent/ Buy Signals
Today, we want to turn yesterday’s report upside down and examine Low Momentum versus High Momentum, Low Volatility versus High Beta, and Non-Cyclicals versus Cyclicals. Let’s start by explaining what we can infer from the…
October 20, 2026
Momentum Testing Uptrend ~ Relative Performance Counter-Trend Negative Divergent/ Sell Signal Triggering
Last night, the MTA (Market Technicians Association) in Boston hosted the one and only Jeff deGraaf, and today’s report is a hat tip to Jeff and his outstanding presentation. He spoke about what he knows…
October 19, 2026
Money Flow Model ~ Still Negative & Struggling
Today we’re starting the week by reviewing the Money Flow Model, which remains negative. However, when we look at the model’s first derivative, it does appear to be attempting to bottom — holding prior‑low support…
October 16, 2026
Value vs. Growth ~ Trend vs. Counter-Trend
Today we’re taking a look at the long‑term trend and countertrend in the Relative Performance of Large Cap Value versus Growth — and then flipping it upside down, Tesla‑Roadster style, to examine Growth versus Value….
October 15, 2026
Price Targeting ~ Lower Keltner ATR Bands -8 to -9% Lower
Looking at the price action across the large (equal‑weighted), mid-, and small‑cap indices, they’re now sitting on or around a rising 200‑day moving average — historically a level that can act as bullish support. The…
October 14, 2026
Linear World In Control ~ GSCI, Inflation & Interest Rates Going Higher & S&P500 Going Lower
We’ve talked about Jordi Visser’s Theory of the old “Linear” world (Oil, Inflation, Interest Rates) versus the “Exponential” world (Computers/Semis/AI) and the growing bifurcation between the two. Our view is that the Exponential World cannot…
October 13, 2026
Semi’s Teetering on The Edge ~ Buy Value & Sell Growth ~ Signal Triggering
It looks like it might be time to start thinking about shooting the Semis in the back again — just as Jeff Degraff was recommending during the August–September correction when the group was trading below…