We've entered the second half of the year... The market is back near new highs. But if you read the news, it sure doesn't feel like it.
This Circus Is Preventing Many Investors From Winning
By Vic Lederman, editorial director, Chaikin Analytics
We've entered the second half of the year... The market is back near new highs. But if you read the news, it sure doesn't feel like it. Now, I grew up in the "if it bleeds, it leads" era. But there's no denying that over the decades, the tone of the mainstream news has gotten worse. Heck, just about everything I read feels like an episode of The Jerry Springer Show. We have tariffs, wars, disasters, and public embarrassment. You might have heard that Linda Yaccarino stepped down as CEO of social platform X earlier this week. The announcement came as the company's AI chatbot Grok made headlines. An issue with an algorithm led to Grok making outrageous and offensive statements... the kind of things I wouldn't repeat in this setting. The funny thing is, by all accounts, Yaccarino did a good job. She came into a company that had seen its advertising partners abandon it. And for the first time in years, X is projecting advertising-revenue growth. (Well, at least it was before this latest PR disaster.) Still, in that sense, Yaccarino did her job. But again, if you read the news, all you see is the circus. The news media has taken on the "Jerry Springer model." Fights, outrageous behavior, and wild stories dominate the headlines. And it's great for clicks and eyeballs. Folks, this circus is a real problem for investors. It tricks folks into thinking that the world is a complete mess. In the face of all the negativity and nonsense, some investors even throw up their hands. They sit on the sidelines waiting for a better environment. When faced with a constant barrage of negativity and foolishness in the media headlines, it's hard to blame those folks. But the reality is that this market – yes, this market – is producing big results for investors. And all you need to do is pull back the curtain to see it...
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Corners of the Market Are Outperforming
As I said earlier, the broad market is back around new highs again... Despite the big downturn earlier this year, the S&P 500 Index has now gained around 7% so far in 2025. Meanwhile, the tech-heavy Nasdaq 100 Index is up around 9%. That's great. But even better opportunities are out there... Looking at market sectors, the industrial sector is the top performer so far this year. As measured by the Industrial Select Sector SPDR Fund (XLI), it's up roughly 15% so far in 2025. The Power Gauge has been there alongside it, too. In fact, XLI hasn't had a "bearish" or worse rating since late 2021. We can also dig deeper into the market... The Power Gauge follows 21 market subsectors. And some of the exchange-traded funds that measure those subsectors are soaring this year. The SPDR S&P Aerospace & Defense Fund (XAR) is the top performer. It has climbed an incredible 27% so far in 2025. It also hasn't seen a "bearish" or worse rating from the Power Gauge since late 2023. Folks, these were easy wins. They were clear in the Power Gauge. And you wouldn't have had to do any fancy footwork to act on them. But if you only follow the negativity in the media... all you see is the circus. Now, I obviously don't have a fix for the world's problems. And the media is busy making money off of trumpeting them. But when it comes to investing, the circus is a distraction. There were easy wins in the first half of the year for investors. There will be easy wins in the second half of this year, too. Don't let the media circus prevent you from seeing them. Good investing, Vic Lederman
Marc Chaikin: 'Ask Me Anything'
In August, Marc Chaikin is doing something he has never done before . After a wild six months for stocks, Marc knows you may have many lingering questions. So, he'll be going on camera – NOT to discuss a specific opportunity, but instead to devote his time to answering YOUR most pressing questions.
But to do that, we need to hear from YOU. If something is keeping you up at night (whether it worries or excites you), we want to hear from you. Marc will answer as many questions as possible during his "Ask Me Anything" event next month.
— According to the Chaikin Power Bar, Small Cap stocks and Large Cap stocks are Bullish. Major indexes are mixed.
* * * *
Sector Tracker
Sector movement over the last 5 days
Energy
+1.95%
Materials
+0.99%
Utilities
+0.89%
Industrials
+0.88%
Health Care
+0.61%
Consumer Discretionary
+0.07%
Information Technology
+0.01%
Real Estate
-0.45%
Financial
-0.9%
Communication
-1.24%
Consumer Staples
-1.3%
* * * *
Industry Focus
Retail Services
9
48
18
Over the past 6 months, the Retail subsector (XRT) has underperformed the S&P 500 by -5.42%. Its Power Bar ratio, which measures future potential, is Weak, with more Bearish than Bullish stocks. It is currently ranked #17 of 21 subsectors and has moved up 1 slot over the past week.
Indicative Stocks
AEO
American Eagle Outfi
AZO
AutoZone, Inc.
BBY
Best Buy Co., Inc.
* * * *
Top Movers
Gainers
UAL
+14.33%
DAL
+11.99%
LUV
+8.14%
CZR
+6.49%
EL
+6.34%
Losers
AXON
-9.04%
PTC
-7.55%
FTNT
-6.92%
ADSK
-6.89%
PANW
-6.79%
* * * *
Earnings Report
Reporting Today
Rating
Before Open
After Close
Earnings Surprises
DAL Delta Air Lines, Inc.
Q2
$2.10
Beat by $0.04
PSMT PriceSmart, Inc.
Q3
$1.14
Beat by $0.05
CAG Conagra Brands, Inc.
Q4
$0.56
Missed by $-0.02
* * * *
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This work is based on SEC filings, current events, interviews, corporate press releases, and what we've learned as financial journalists. It may contain errors, and you shouldn't make any investment decision based solely on what you read here. It's your money and your responsibility.
