It’s a brand-new month and quarter for precious metals, and the tape is firing on all cylinders.

The big-picture trend is simple... we’re in a secular bull market.

Gold kicked things off when it broke out to new all-time highs in March 2024. 

Since then, Silver and Platinum have resolved multi-year bases of their own. 

Both printed their highest quarterly closes in over a decade to finish Q2. 

And now, another laggard is setting up to catch fire... Palladium.

The best part? Seasonality is lining up right on cue.

Let’s break down what the data and charts are telling us.

I'm excited to join JC tonight for the monthly conference call.

I think it's the best thing we do at All Star Charts.

Even the prep work is a great exercise for the whole team. It forces us to step back and focus on what's most important— how to position for the biggest primary trends.

In bull markets, you want to ride the leaders. You want to lean into the things that have been working. They tend to keep working.

You want to make the most of these times. And to do that, you have to own the best stocks.

Right now, the best ones are the riskiest ones. The names the experts said would never see these valuations again. The ones that have been working.

Here is the ARK flagship fund relative to the broader market:

I think this relationship is as important as anything we could discuss on tonight’s call. It’s the whole risk-on story in one chart.

While risk appetite has been moving in the right direction and improving for several years, it was...

I started a local trading meetup group back in 2013. At the time, I just wanted to create a space for people like me—people obsessed with markets, charts, setups, psychology—to gather in person and talk shop.

What I didn’t fully realize at the time was how much we all needed more than just trading talk.

Over the past 12 years, more than 1,300 people have come through this community! Some became regulars, others just passed through. Some showed up once and never came back. And yet, every single one left a trace—on the room, on me, on the people they happened to sit next to that night.

And that’s the beauty of it.

Because let’s face it: Trading can be lonely. We spend a lot of time in our own heads. We second-guess. We obsess. We get frustrated. And it’s easy to feel like we’re the only ones struggling with those emotions.

But then we get in a room (virtual or in-person) with others walking a similar path, and it’s like a deep breath you didn’t know you were holding gets released.

This game isn’t just about charts or strategies or execution. It’s about resilience, and clarity, and staying...

I've got another base on my radar that, if resolved, would likely result in another Hundred-Dollar-Roll candidate. These trades have been working lately.

And with earnings on deck in a couple weeks, it might just be the catalyst this stock needs to get there.

In today’s Daily Digest, we’ll review the following:

1. New position in XHB.
2. No adjustments needed today.
3. No exits since the last report.
4. Current status of open campaigns.
5. Volatility Snapshot.

Let’s dig in!

From the Desk of Steve Strazza @Sstrazza.

Welcome back to Under the Hood, where we'll cover all the action for the two weeks ended July 4, 2025. This report is published bi-weekly, in rotation with The Minor Leaguers.

What we do here is analyze the most popular stocks during the week and find opportunities to either join in and ride these momentum names higher, or fade the crowd and bet against them.

We use a variety of sources to generate the list of most popular names.

There are so many new data sources available that all we need to do is organize and curate them in a way that shows us exactly what we want: a list of stocks that are seeing an unusual increase in investor interest.

Click here for a behind-the-scenes look at our process.

This is the weekly post that aggregates all the charts we put together throughout the week and organizes them all into one, easy to flip through deck.

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. 

This week’s standout is Industrials, climbing to the number two spot in our sector rankings.

Technology keeps leading, but other areas are starting to catch up.

The industrial sector is one of the best gauges of overall market health. It’s the most diversified group and has the highest correlation to the major averages.

I like to call Industrials the “generals” of the market. When they march higher, it means things are good for risk assets more broadly.

On the other hand, Materials also jumped three spots this week, showing renewed strength from the cyclical corners of the market...

Last week, we wrote about Copper futures breaking out to all-time highs, while the Copper Miners ETF $COPX is starting to play catch-up. 

The three copper miner trades we outlined for premium members last week are soaring to new highs. We think there's a tremendous amount of upside remaining.

That rally isn’t happening in a vacuum. 

It’s part of a much larger shift we’re seeing across the entire Base Metals space.

After years of choppy sideways action, Industrial Metals are beginning to trend again. 

Breakouts are happening. 

Leadership is expanding. 

And just like Copper, we’re now seeing signs of accumulation and strength in other key areas.

Let’s take a closer look at the...

From the desk of Steve Strazza @Sstrazza

Our International Hall of Famers list is composed of the 100 largest US-listed international stocks, or ADRs.

We've also sprinkled in some of the largest ADRs from countries that did not make the market cap cut. 

These stocks range from some well-known mega-cap multinationals such as Toyota Motor and Royal Dutch Shell to some large-cap global disruptors such as Sea Ltd and Shopify.

It's got all the big names and more–but only those that are based outside the US. You can find all the largest US stocks on our original Hall of Famers list.

The beauty of these scans is really in their simplicity.

We take the largest names each week and then apply technical filters in a way that the strongest stocks with the most momentum rise to the top.

Based on the market environment, we can also flip the scan on its head and filter for weakness.

Let's dive in and take a look at some of the most important...