Hello Friends! Happy New Year!
On this episode of the Stock Show, Rotation Research Founder Aaron Jackson, CFMTA (Certified Fresh Market Take Analyst) and Retail Trader Dan discuss:
Mottos for 2025
A new year's resolution paradox
The truth behind the Santa Claus Rally
Catalysts on the horizon
Picks of the week
Big Themes for 2025
A HUGE conspiracy of the week
And a reader review from our biggest fan
The Truth about the Santa Rally
The Nasdaq 100 still holds up fine
Growth seems to still be preferred
Meanwhile broad breadth has moved further into negative territory
Picks of the week Review and new picks
Apple
IRBT - January is a time for bulls to take some gains - but it also is a time for bears to cover big short wins - robotics are looking good, this held the GFC low and maybe there is some CES juju as they have ‘autonomous robots’ aka roomba. At the very least you’d think a 2000’s B movie could catch some meme action
2025 Themes of the Year
Crypto
HUT a clean backtest
Coinbase as well
Healthcare AI
The Conspiracy of the week: More like trade opportunity of the week
JOBY trying for a huge dual breakout
Show Links
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