What we covered in this session:

Market thesis for the week of June 29th, 2025

– The S&P 500 remains in an established uptrend, but the trend is being tested.
– Friday’s close below the 50-day moving average is something we’ll be watching closely this week. Money is moving.
– Semiconductor weakness doesn’t necessarily signal a broken market—it suggests capital is rotating
into different areas of the market.
– Leadership is changing.
Homebuilders, Healthcare, Cybersecurity, and Biotech currently lead our Relative Strength rankings
– AI Infrastructure, Energy, Nuclear, and Precious Metals have weakened.
– Economic reports could drive volatility.
– Manufacturing data arrives Wednesday, followed by Thursday’s employment reports before the shortened holiday week.

We don’t predict the market. We prepare for it.

We found 4 stocks to watch closely and 1 that might be reay to trade Monday morning.  Details in the video.

Questions?

Drop me a note.  I’d love to hear from you and will respond promptly!