Stock Sector Scout

@stocksectorscout
23 Followers
19 Following
137 Posts

Updates and discussions about the financial markets, with the focus on stock sectors and industries.

Highlighting some of the strongest as well as weakest areas in the markets, sharing investing ideas, and charts.

Research newsletter: https://stocksectorscout.substack.com

Water Utilities have been performing strongly during this market dump. But one of them is an odd standout: $ARIS

Correlation matrix of closing prices over the last 60 days attached.

Stock Sector Scout, 16 February 2025

A note on market evolution and changes to Stock Sector Scout: Adapting my approach for current conditions

Stock Sector Scout

🏨 Lodging stocks continue to show strength while Agricultural Inputs struggle post-earnings. Here's my breakdown of the winners and losers in this rotating market. Full analysis in this week's newsletter.

https://open.substack.com/pub/stocksectorscout/p/stock-sector-scout-10-february-2025?r=3vdbz&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true

Stock Sector Scout, 10 February 2025

Market Maintains Mixed Signals as Industry Rotation Continues: Lodging Stays Strong While Agricultural Inputs Struggle

I hate sending this out so late, but family took all of my time this weekend.

That being said, here is a quick run down of what was moving up and down last week:

https://open.substack.com/pub/stocksectorscout/p/stock-sector-scout-02-february-2025?r=3vdbz&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true

Stock Sector Scout, 02 February 2025

Shifting Industry Dynamics and Trading Strategy Adjustments

Latest edition of Stock Sector Scout:

- Great week for Credit Services industry
- S&P 500 at a new all-time high
- Uranium is back on strength list
- and more...

https://open.substack.com/pub/stocksectorscout/p/stock-sector-scout-26-january-2025?r=3vdbz&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true

Stock Sector Scout, 26 January 2025

S&P 500 Hits New Heights

Slightly earlier than usual, the latest issues is out!

I cover the jump that happened in the markets on Wednesday and offer my thoughts where things might be heading to next!

Enjoy!

#markets #spy #qqq

https://open.substack.com/pub/stocksectorscout/p/stock-sector-scout-18-january-2025?r=3vdbz&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true

Stock Sector Scout, 18 January 2025

Market Breadth Improves as Multiple Industries Show Signs of Life But More Work Left to Do

It's Sunday evening, and time for another issue of Stock Sector Scout.

I've zoomed out to examine the major indexes before diving into what's strong and what's struggling in the markets recently.

Enjoy the latest edition here:

https://open.substack.com/pub/stocksectorscout/p/stock-sector-scout-12-january-2025?r=3vdbz&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true

Stock Sector Scout, 12 January 2025

Markets at Crossroads: Technical Signals Flash Warning as Energy Sectors Buck the Trend

Happy 2025! The first issue of Stock Sector Scout of this year is out!

Finally some developments in both strong and weak industries, as well as a new market cycle might actually be in progress.

Full issue:

https://open.substack.com/pub/stocksectorscout/p/stock-sector-scout-5-january-2025?r=3vdbz&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true

Stock Sector Scout, 5 January 2025

Energy Sector Shows Signs of Life as Market Cycle Takes Shape

I love pretty much everything Callum Thomas releases, and his end of the year chart reports are no different. Here is his 2024 End of the Year special, for free!

https://entrylevel.topdowncharts.com/p/2024-end-of-year-special-report?utm_campaign=post&utm_medium=web

2024 End of Year Special Report

(our best/worst/favorite charts of 2024 and ones to watch in 2025)

Topdown Charts

Swoosh! Last week saw a nice drop across the board.

I cover what has happened with the markets and where things might be heading.

Also dropped in some commentary on #quantum #computing, seems like speculators are picking it up!

Full issue: https://open.substack.com/pub/stocksectorscout/p/stock-sector-scout-22-december-2024?r=3vdbz&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true

Stock Sector Scout, 22 December 2024

Market Cycle End Triggers Sharp Selloff, but Speculators Are Finding A New Area to Play With