Global Investing is Shifting

While the Dow Jones Industrial Average (DJIA) continues to flirt with record highs, the tech-dominated Nasdaq is under a lot of pressure these days. If you’re wondering why – the reason is very simple – rising yields.  You see, large tech growth stocks are especially vulnerable to rising yields. As yields move up, costs rise,…

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Is China a safe bet?

Hello ADAPT readers! As long time readers know, I talk all the time about the importance of understanding inter-market relationships and relative strength ratios that exist between Asset Classes. And based on my previous posts, it should come as no surprise to hear that stocks around the world have been breaking out all over the…

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This Index is Overperforming the S&P 500

Small-cap stocks have crushed the performance of the S&P 500 by more than 2.5X over the last 3 months, returning a staggering 34.27%. Can it last…? Most of our ADAPT articles focus on sector rotation – sharing with our readers the relative strength relationships that we analyze between one sector or industry group vs. another.…

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Stocks Are Ripping Higher

To be blunt, this market is ripping higher! We’re seeing a lot of new highs. In fact, we saw more new highs in November on both the New York Stock Exchange and the Nasdaq than we’ve seen since early 2018 – the former peak for risk on assets across the globe. Back in January and…

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Are Small-Cap Stocks Preparing to Rise From the Ashes?

Well, if history does indeed repeat itself, investors would be wise to keep an eye on Small-cap growth stocks. Because while pundits continue to complain about how Large-cap tech stocks are the only leaders of this market, Small caps appear to be heating up. Think of small caps like a volcano rumbling before a possible…

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