Skip to main content
Learn From My Mistakes

Something hit me today while going through market data and it reminded me of traps I fell into early in my investing journey.

You study the books, you fall in love with the concepts and then it happens.

You start spotting “problems.”

...
Thompson's Two Cents
$XLF
$XLK
$SPY
$XLP
Stacking Wood

Welcome back to The Sunday Stalk List.

Every weekend, I review hundreds if not thousands of charts across U.S. indices, global markets, breadth, sentiment, and intermarket relationships.

And now I’m opening up my stalk list.

The...

Thompson's Two Cents
$XLF
$XLK
$SPY
$XLP
Breadth vs. Price
Catching It's Breath

Welcome back to The Sunday Stalk List.

Every weekend, I review hundreds if not thousands of charts across U.S. indices, global markets, breadth, sentiment, and intermarket relationships.

And now I’m opening up my stalk list.

The...

Thompson's Two Cents
$XLF
$XLK
$SPY
$XLP
Breadth Improvement
Play Offense

Welcome back to The Sunday Stalk List.

Every weekend, I review hundreds if not thousands of charts across U.S. indices, global markets, breadth, sentiment, and intermarket relationships.

And now I’m opening up my stalk list.

The...

Thompson's Two Cents
$XLF
$XLK
$SPY
$XLP
SPY
Back In The Ring

Welcome back to The Sunday Stalk List.

Every weekend, I review hundreds if not thousands of charts across U.S. indices, global markets, breadth, sentiment, and intermarket relationships.

And now I’m opening up my stalk list.

The...

Thompson's Two Cents
$XLF
$XLK
$SPY
$XLP
Energy Outperformance
Energy vs. Everybody

Welcome back to The Sunday Stalk List.

Every weekend, I review hundreds if not thousands of charts across U.S. indices, global markets, breadth, sentiment, and intermarket relationships.

And now I’m opening up my stalk list.

The...

Thompson's Two Cents
$SPY
The Bounce
The Hopeful "Bounce"

Welcome back to The Sunday Stalk List.

Every weekend, I review hundreds if not thousands of charts across U.S. indices, global markets, breadth, sentiment, and intermarket relationships.

And now I’m opening up my stalk list.

The...

Thompson's Two Cents
$SPY
XLV
The Bears Landed A Clean Punch

Welcome back to The Sunday Stalk List.

Every weekend, I review hundreds if not thousands of charts across U.S. indices, global markets, breadth, sentiment, and intermarket relationships.

And now I’m opening up my stalk list.

The...

Thompson's Two Cents
$XLF
$XLK
$SPY
$XLP
SPY
Don't be fooled by Headlines

Yesterday, the market quietly did something rare.

The market of stocks that make up the S&P 500 just recorded the most net and absolute new highs since 2024.

That means more individual stocks are breaking out today...

Thompson's Two Cents
$VIX
$SPY
20 20
Tomorrow Live at 5pm - All Gas No Brakes | Ep. 7

There’s a lot of talk in this business about “doing the work.”

And to be clear, the work matters. Without it, you don’t stand a chance.

But the work is only part of the equation.

The...

Thompson's Two Cents
$VIX
$SPY
crowdstrike
Process > Prediction

I added a new position in CrowdStrike today.

It checks all three boxes in my process.

Let's get into it. 

 Box #1: Relative Strength Where It Matters

When you look at CrowdStrike $CRWD versus iShares Expanded Tech-Software...

Thompson's Two Cents
$VIX
$SPY
rspt
Don't Let It

One of the biggest misperceptions in investing starts with the phrase we all casually use.

“The stock market.”

It sounds fine but it’s also misleading.

What actually exists is a market of stocks....

Thompson's Two Cents
$VIX
$SPY
xly
Annoying Day In The Market

I will be honest, days like this are annoying.

An event driven weekend led to a gap down across a lot of assets. 

That's part of the game. But the reason for the move matters far less than how price responds after it happens.

...

Thompson's Two Cents
$VIX
$SPY
retail
The Wisdom In Price

$XRT is an equally weighted ETF made up of 90 retail stocks.

That means 90 different companies.

90 balance sheets.90 earnings calls.90...

Thompson's Two Cents
$VIX
$SPY
SPY
Quiet Strength

I’m a dog guy. 

Growing up, we had all kinds. Boxers. Mutts. Even a little mini poodle. 

But one thing stayed consistent.

The dogs you actually had to respect were never the loud ones. 

They didn’t bark nonstop...

Thompson's Two Cents
$VIX
$SPY
Mags
Will They Keep Their Balance?

It’s still a Bull Market, which means turbulence can be absorbed, but these tech charts carry that “tactical top” set up you can’t ignore.

The Mag 7 control about a third of the S&P 500.

If they stall, the index will chop even if the...

Thompson's Two Cents
$SPY
tease
One Chart To Cut Through The Narratives

Let’s Be Real For a Minute

The idea that one stock holds the key to the market’s future? 

That’s a pipedream.

There are thousands of stocks in the world.

At ANY point you can find one to...

Thompson's Two Cents
$SPY