Stock Cheat Sheets - stockcheatsheets.substack.com

👉 The rally is real. But it’s not evenly distributed.

Where the wind is at your back (60–85%+ Tailwinds):
• Semiconductors (XSD) — clean leadership
• Commodities & Energy (DBC, USO, XES, DBO) — strongest institutional flow
• Select Tech & Asia (XLK, XNTK, AAXJ) — momentum-driven participation

Where the tape still struggles (

Weekend MarketTailwind Report: Leadership Is Narrow. The Rally Isn’t. Commodities, energy, and semis are doing the heavy lifting — while the rest of the market quietly asks, “are we coming too?”

Check out my our new post! This week’s US Sector, Subsector and Index ETF Relative Strength Rank & Trend Report finds one clean leader, a market full of near-misses and some sectors telegraphing future consumer distress. Energy still owns the strongest institutional sponsorship, while tech, insurance, and pockets of broader equity participation are improving just enough to keep things interesting — but not yet convincing.

One Grade A, Plenty of Probation — Leadership Is Still Narrow - US Stock Index, Sector and Subsector ETFs Ranked and Graded US Sector, Subsector and Stock Index ETF Relative Strength Rank & Trend Repor