Steve Strazza breaks down sector rotation and market leadership trends everyday.
Members Only
Top Down Trade of the Week (12/27/2025)
Is it the base of the century?
By Steve Strazza
December 27, 2025
Welcome back for another Top Down Trade of the Week.
This is a classic leadership scan.
We start with the best sectors, then drill into the subgroups. We pick one, and then take a look at the top stocks in it.
Today’s standout is Materials, which jumped four spots to reach second place on our sector leaderboard.
Materials strength has been driven by metals, with the entire complex showing significant momentum as participation broadens.
Here’s a look at our overall industry rankings, which show Metals & Mining stocks surging back into the top 5.
Gold led the move, quickly followed by silver, with palladium and platinum also joining the rally in a big way.
Now copper is starting to catch up, and we believe Aluminum could be next in line as the rotation continues.
Here are the Top 10 names in the Metals & Mining subsector, ranked by relative strength.
Our team at ASC runs top-down scans like this every day. If you want full access to all our research and trade ideas, JOIN ASC PREMIUM TODAY, RISK-FREE.
You need to have a subscription to access this content in full.
Log in or subscribe today to unlock new features and receive Member Benefits.