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This Isn't Your Parents' Bull Market

June 24, 2025

Middle East tensions flared up yesterday, and like clockwork, the doom headlines followed.

WWIII. Collapse. Panic. You know the drill.

But while the noise got louder, the market quietly told a different story.

Homebuilders led. 

Silver outperformed gold.

Crude oil dropped 8%. 

Staples lagged.

And Bitcoin? Back above 105K like it never even left.

That was yesterday’s tape. And it was undeniably bullish.

If this is what the end of the world looks like… we’ll take it.

Strazza just came up with a killer chart that’s worth watching closely.

It shows two of the most economically sensitive groups in the market.

We think the "homies" will start to look more like semis — trapping the bears and squeezing higher.

If that plays out, it could be a major tailwind for stocks and risk assets in the second half of the year.

The weight of the evidence continues to build in favor of the bulls.

That’s why we prefer to spend our time looking for stocks to buy — rather than looking for stocks to sell.

Here’s one of our favorite scans that helps us do just that:

Our Under the Hood scan flags stocks experiencing unusual investor interest based on internal activity.

We then filter that universe for momentum, relative strength, and trend — to decide whether to fade the move or ride the wave.

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