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Market Temperature Edges Up to 5.7 - The Rotation Swings Back to Tech & AI
Biotech was hit on Friday, aerospace & defense rejected at ATHs and momentum in financials wanes
Jul 12
•
Marcus Grant, CFTe
Market Temperature Rebounds to 5.6 - One Week in Cautious and Back to Goldilocks
Mega-caps bounced while the semi and AI names were sold, and the all-time-high list is dominated by healthcare, financials, and value
Jul 5
•
Marcus Grant, CFTe
June 2026
Market Temperature Drops to 4.7 - Mega-Caps Underperform While Breadth Broadens
The S&P 500 and Nasdaq 100 got hit, as money rotated into healthcare, biotech and rate-sensitive names
Jun 29
•
Marcus Grant, CFTe
Market Temperature Ticks Up to 5.7 - Leadership Narrows Back Towards Tech & AI Names
Tech & AI names had a strong week, the banks stalled at their recent highs, and oil continued lower
Jun 22
•
Marcus Grant, CFTe
This Week's Trading Plan
Navigating weekend event risk, potential tech breakouts, and tracking two strong steel names
Jun 14
•
Marcus Grant, CFTe
Market Temperature Ticks Up to 5.3 - A Broad Bounce, But Mixed Signals
Strength broadened out across AI, semis, small caps and cyclicals - while mega-cap growth and software lagged
Jun 14
•
Marcus Grant, CFTe
1
Market Temperature Drops to 5.2 - The Pullback Arrives
Friday’s selling was a change in character
Jun 8
•
Marcus Grant, CFTe
1
Following Up on Last Week’s Focus List
How I’m managing the trades that triggered
Jun 3
•
Marcus Grant, CFTe
1
Market Temperature at 6.4 - Risk Appetite is Rising
All-time highs in all major US indices, as bond volatility compresses
Jun 1
•
Marcus Grant, CFTe
May 2026
My Weekly Focus List
10 stocks I'm stalking this week
May 26
•
Marcus Grant, CFTe
1
Market Temperature at 5.9 – The AI Trade is Back, but Participation is Broadening
23 ETFs in our universe within 1% of all-time highs as small caps and equal weight outperform
May 25
•
Marcus Grant, CFTe
Market Temperature Drops to 5.7 - Oil Leads, Breadth Weakens
Only 21 of 121 ETFs positive, energy sweeps into the Leading quadrant
May 21
•
Marcus Grant, CFTe
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