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June 22, 2025

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The NASDAQ 100, On The Brink Of A Breakout, Needs Help From This Group

Stock 4 Mins Read

U.S. stocks are on the cusp of a very impressive breakout to all-time highs, but are still missing one key ingredient. They need help in the form of a semiconductors ($DJUSSC) breakout of its own. When the DJUSSC reached its all-time high on June 20, 2024, one year ago, a nasty bearish engulfing candle printed on extremely heavy volume, I wrote an article, “The Semiconductors Have Topped; Look Elsewhere for Opportunities”. Simply put, it was buyers’ exhaustion”. I looked for a 20% drop in the index, providing this chart at the time:

There’s now been a lengthy period of sideways consolidation on the semiconductors as you can see from this updated chart as that 20% drop immediately occurred:

Semiconductor leadership has been held firmly in check by the overhead price resistance just below 22000. Until that resistance is cleared, the QQQ has a lid on it.

Let’s keep in mind that the QQQ, an ETF that tracks the NASDAQ 100 index, can be broken down into its top 2 industry groups, as follows:

  • Semiconductors ($DJUSSC): 21.65%
  • Software ($DJUSSW): 19.11%

More than 40% of the QQQ is comprised of semiconductors and software. Here’s what the longer-term, 5-year software chart looks like:

Software’s relative strength is powerful and we’ve recently seen an absolute price breakout – an awesome combo. On a 5-year weekly chart of semis, it’s quite apparent that when the semiconductors break out, they carry the NASDAQ 100 on their shoulders higher and we’re close to a breakout now:

We just saw a relative strength breakout on the DJUSSC, there’s only one thing missing – that absolute breakout and it’s coming fairly soon, in my opinion.

Market Outlook

A big part of what happens over the next 6-12 months will be highly dependent on the two industry groups above. There are over 100 industry groups and this may be oversimplifying stocks a bit, but make no mistake about it. Higher growth prospects and lower interest rates can result in flying PE ratios and these two groups are home to companies that can expand their businesses very rapidly.

Market Manipulation

I’ve discussed the role of market makers and their manipulation of the stock market many times over the past several years and there’s no doubt in my mind we were just exposed to another massive dose of it in the first half of 2025. At EarningsBeats.com, however, we’ve become experts at spotting it and pointing it out. I discussed the importance of being in cash back in late January and in February before the massive Wall Street ripoff started and I also wrote about the importance of getting back in early. Remember my article in the second week of April, “The Bottom is Here or Rapidly Approaching”? These are real-time articles, folks. You need to see the tops and bottoms before they occur. It does little good to talk about it now. We don’t get a “do over.”

Or do we?

What do I mean by that? Well, we’ll have plenty more chances to spot tops and bottoms in the future, but you need to learn from this year’s mistakes RIGHT NOW. Don’t let these big-money, Wall Street crooks do it to you again. We have one MASSIVE advantage on our side vs. these big Wall Street firms. We can enter and exit stocks in seconds. It takes them days and weeks.

If you want to be better-positioned to see this nonsense AHEAD OF TIME the next time it comes around, I’d suggest that you join me on Saturday, June 28th at 10:00am ET for a 100% free event, “Trading The Truth: How Market Manipulation Creates Opportunity”. CLICK HERE to register and learn more about the event! This is a MUST-ATTEND event and seating is limited. Be sure to save your seat and learn how to protect your hard-earned money for the rest of your financial future!

Happy trading!

Tom

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Investing

Editor’s Picks: Silver Price Hits 13 Year High, Gold Takes a Breather

Investing 6 Mins Read

Gold was on the decline this week, closing just below US$3,370 per ounce, after tensions in the Middle East pushed it past the US$3,430 level toward the end of last week.

All eyes were on the US Federal Reserve, which in a widely expected move left interest rates unchanged on Wednesday (June 18) following its two day meeting. The central bank cut rates in December 2024, but has kept them steady for its last four gatherings.

US President Donald Trump wasn’t pleased, calling Powell ‘too late’ in a Thursday (June 19) post on Truth Social. While speculation that Trump will fire Powell has died down, the president did recently say he intends to announce his next pick for the Fed leader position ‘very soon.’

Of course, Fed meetings are never just about rate decisions — experts often look to Powell’s post-meeting commentary to read between the lines of what’s said (and not said).

Tariffs were definitely in focus this time around, with Powell emphasizing that it’s still soon to tell how much of an impact they will have and how the Fed should react.

‘We have to learn more about tariffs. I don’t know what the right way for us to react will be. I think it’s hard to know with any confidence how we should react until we see the size of the effects’ — Jerome Powell, US Federal Reserve

Chris Temple of the National Investor, who offered another perspective on Powell’s comments.

He noted that while Powell didn’t say the Fed is going to abandon its 2 percent inflation target, it may be leaning in that direction. This is what he said:

The consensus still — although it was extremely close — is barely still for two 25 basis point rate cuts in the balance of 2025. Whether we get them or not, who knows, (but) that’s the current snapshot, which may well change. But that’s against a backdrop of admitting for the second SEP, summary of economic projections … in a row that inflation is going to continue to move back higher — that we’ve seen the best numbers for inflation — at the same time that GDP slows a bit.

So okay, you just told us that your favored inflation number, which is a lot of smoke and mirrors to begin with, is going to go back up to north of 3 percent, which is what they said yesterday. And yet you still — the consensus is you’re going to lower interest rates twice in 2025? So he did everything but come right out and admit that the 2 percent inflation target isn’t going to be reached.

Stay tuned to our YouTube channel for the full interview with Temple.

Bullet briefing — Silver hits 13 year high, SPUT raising US$200 million

Is silver’s price rise real?

Gold has stolen the precious metals spotlight in 2025, but this month silver is shining.

The white metal has been on the rise since the beginning of June, and this week it broke the US$37 per ounce mark for the first time in 13 years.

While silver is known to lag behind gold before playing catch up, it’s also known for its volatility. Its move has created excitement, but market participants are also wary of a correction.

When asked what factors are driving silver, Peter Krauth of Silver Stock Investor he said he sees a ‘perfect storm’ emerging. Here’s how he explained it:

You’ve got the macroeconomic picture that is I think certainly bullish for silver, like it is for gold and a lot of the other commodities. But I think at the same time you’ve got the market kind of coming to terms with the fact that silver is in a deficit, (and) it’s unlikely to be able to rectify that deficit for several years — in fact, the Silver Institute thinks we’re going to see record deficits at some point over the next five years.

And silver supply is unable to grow. We saw a peak 10 years ago in mined silver, and overall silver supply is essentially flat.

So flat supply, growing demand — demand that’s nearly 20 percent above supply — and our ability to meet those deficits is shrinking because we’re tapping into these aboveground stockpiles that have shrunk by about 800 million ounces in the last four years, which is the equivalent of an entire year’s mine supply. So it’s the perfect storm, it’s really all coming together. And I think that the market’s realizing that.

But does that necessarily mean silver is ready for a big breakout? Krauth has a target of US$40 by the end of 2025, but said silver could potentially go 10 percent above that.

For his part, Jeffrey Christian of CPM Group attributes the silver price boost to increased demand from investors, especially when it comes to exchange-traded funds and wholesale products.

He’s projecting a bumpier path forward for the metal:

You also have — the last time I looked it was like 490 million ounces of open interest in the July Comex futures contract. And that’s two weeks from first delivery. So most of the people (who) have those shorts – those are hedges of their physical inventories. They keep those hedges in place, but they roll them forward. So they’ll be buying back their Julys and selling September futures to keep that hedge in place with the next active futures contract. That buying back of the Julys could push silver prices higher.

So if you really want to talk granular prices, we wouldn’t be surprised to see the price of silver fall to US$33, US$34 an ounce, and go up to US$40 an ounce and then back to US$33 an ounce over the next four weeks.

Click the links above to watch the interviews with Krauth and Christian.

SPUT raising US$200 million

The uranium spot price made moves this week after the Sprott Physical Uranium Trust (TSX:U.U,OTCQX:SRUUF) announced a US$100 million bought-deal financing on Monday (June 16).

It was bumped up to US$200 million the same day due to strong demand.

Spot uranium has been in a consolidation phase since hitting triple-digit levels in early 2024, creating frustration among those who are waiting for the industry’s strong long-term fundamentals to be better expressed. This week’s move past US$75 per pound has helped reinvigorate investors.

Securities Disclosure: I, Charlotte McLeod, hold no direct investment interest in any company mentioned in this article.

This post appeared first on investingnews.com

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Politics

Fetterman backs Trump after Iran strikes: ‘The correct move’

Politics 2 Mins Read

Sen. John Fetterman, D-Pa, backed President Donald Trump’s decision to have the United States attack three of Iran’s most fortified underground nuclear sites amid rapidly escalating tensions in the Middle East and intensifying Israeli and U.S. military operations against Iranian targets. 

Fetterman called the move ‘correct’ in a post on X just minutes after Trump shared the news on Truth Social. 

‘As I’ve long maintained, this was the correct move by @POTUS,’ Fetterman said. ‘Iran is the world’s leading sponsor of terrorism and cannot have nuclear capabilities. I’m grateful for and salute the finest military in the world.’ 

Trump declared the operation a ‘very successful attack’ targeting Iran’s key nuclear sites at Fordow, Natanz and Isfahan.

‘We have completed our very successful attack on the three Nuclear sites in Iran, incluidng Fordow, Natanz, and Esfahan,’ Trump wrote in the announcement. ‘All planes are now outside of Iran air space. A full payload of BOMBS was dropped on the primary site, Fordow. All planes are safely on their way home. Congratulations to our great American Warriors. There is not another military in the World that could have done this.’

He concluded his statement with a call for de-escalation: ‘NOW IS THE TIME FOR PEACE! Thank you for your attention to this matter.’

The overnight strike against Iran’s Fordow nuclear facility involved six bunker buster bombs, Trump told Fox News’ Sean Hannity Saturday night. Additionally, 30 Tomahawk missiles were launched from U.S. submarines in the attacks on Natanz and Isfahan facilities. 

The strike, marking a major escalation in an already volatile landscape, comes after more than a week of strikes by Israel to eradicate Iran’s offensive missile capabilities. 

The extent of the damage caused to Iran’s nuclear infrastructure so far remains unclear. 

Fox News’ Jasmine Baehr contributed to this report.

This post appeared first on FOX NEWS

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