Daily stock market analysis, trade alerts, and trading education from Ross Givens and the Traders Agency team.
Yesterday I talked about how the Equal-Weight S&P 500 has been outperforming the cap-weighted S&P 500 since November. That outperformance continued yesterday, with the S&P 500 falling nearly 1% – but the Equal-Weight S&P 500 hitting another new high.
The metals markets have been on fire for months, but based on what I’m seeing, this rally is still in its early stages. A major strategic initiative by the U.S. government is triggering what could become the biggest investment opportunity in metals and mining in decades.
In the absence of yesterday’s job openings data, we got the private sector numbers this morning. It showed a rise of 22,000 jobs in January – far below the expected 45,000.
In yesterday’s newsletter, I broke down how the markets did in January… And showed why – with data – we will likely be seeing a choppy month in February.
I'm going to break down exactly what happened Friday. I'll show you the math behind the crash, why we're highly unlikely to see this repeat anytime soon, and exactly where you should be looking to buy.
This portfolio is crushing the market right now, and I'm about to reveal every single holding, ticker symbol, and allocation percentage.
I said in yesterday’s newsletter that I was going to talk about how the market did in January. But I put that off till today because I just had to address the massive precious metals rout from Friday.
If you’ve been watching the markets, you know there’s a lot of noise out there. But strip away the headlines and look at where money is actually flowing—the picture becomes crystal clear.
The copper supercycle is here, and it’s just getting started. Billionaires are betting big. You should be paying attention. This isn’t speculation. It’s fundamental demand exceeding supply on a global scale. What comes next isn’t just another investment tip — it’s a generational opportunity.
It’s a big week for jobs data – starting with the job openings numbers tomorrow. But today, all we have on deck is some manufacturing activity data, which showed surprising growth. That’s a good sign for the economy.
Metals are the trade of 2026. Copper, gold, silver — they’re all making historic moves right now. And this isn’t some temporary blip. It’s the beginning of something much bigger. A perfect storm of factors is creating an investment opportunity unlike anything I’ve seen in years. What comes next...
Welcome back to a new trading week. Now that January is over, I was planning to talk about how stocks have performed over the month in today’s newsletter. But I’m moving that to tomorrow’s newsletter… Because today, we need to talk about the $10 trillion wipeout that happened in the precious metals...
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