Stats for 2026-03-06 (1st week of the Month)

What the Data Is Saying About the Economy

This week’s data shows several late-cycle and defensive signals emerging in the market, with selective pockets of cyclical strength. The median market cap dropped to 12,226, indicating that leadership is shifting somewhat toward mid-cap and smaller industrial and financial companies rather than mega-cap technology. Sector representation is dominated by Industrials (15%) and Financials (12%), while Information Technology is only 6%, suggesting a rotation away from high-growth tech leadership toward economically sensitive sectors such as infrastructure, defense, and capital goods.

Within industries, Aerospace & Defense, Construction & Engineering, and Electrical Equipment appear repeatedly among the highest-scoring stocks (such as HWM, RTX, PWR, and VRT). This pattern often occurs when government spending, infrastructure investment, and energy demand remain strong, even as broader growth moderates. Canadian banks appearing in the list also signals relative financial sector stability, particularly in North American banking.

ETF signals also emphasize commodities, energy, and precious metals along with defensive sectors like Utilities and Consumer Staples. This combination typically appears during late-cycle environments with inflation pressures still present. The fact that utilities ETFs show weaker six-month growth but remain in the list suggests investors are beginning to rotate into defensive income sectors ahead of potential economic slowing.

The S&P 500 oscillator reading of -2 also indicates a market consolidation phase rather than a strong risk-on environment, with leadership coming from specific industries rather than broad market momentum.

Current Market Investment Outlook

The data suggests a balanced but defensive-tilted allocation strategy. Investors should prioritize industrials, energy, commodities, and dividend/value strategies, which tend to outperform during late-cycle conditions. The addition of stocks such as RTX, HWM, and BMO indicates continued strength in defense, infrastructure, and financial services, which often benefit from government spending and stable cash flows.

Exposure to inflation hedges such as commodities, gold, and energy remains important given the strong representation of ETFs like DBC, GLD, SLV, and XLE. Defensive sectors such as consumer staples and utilities also appear frequently in the ETF lists, suggesting investors are preparing for slower growth or increased volatility.

Technology should not be abandoned entirely—semiconductors still appear in early-cycle signals—but exposure should be selective rather than broad, focusing on strong industry leaders instead of high-beta growth names.

• Focus on dividend stability
• Maintain exposure to inflation-resistant assets
• Emphasize industrials and infrastructure growth
• Keep select semiconductor exposure

Summary

The current data indicates a late-cycle economic environment with persistent inflation pressures and increasing defensive positioning by investors. Market leadership is rotating toward industrials, defense, commodities, and energy, while utilities and consumer staples are gaining interest as protective allocations. Technology leadership has moderated and market momentum is narrower, suggesting a more selective investment environment rather than broad growth expansion. Investors should focus on dividend stability, industrial growth tied to infrastructure and defense spending, and inflation hedges such as commodities and gold, while maintaining limited exposure to technology through semiconductors.

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Stats for 2026-03-06 (1st week of the Month)

List creation date: 2026-03-06

Median MarketCap: 12226

21.7% stocks on Nasdaq; 73.9% stocks on NYSE/Amex

Sector
Unclassified	36%
Industrials	15%
Financials	12%
Information Technology	6%
Communication Services	6%
Real Estate	6%
Health Care	6%
Consumer Discretionary	6%
Energy	3%
Materials	3%

Industry
Unclassified	36%
Aerospace & Defense	6%
Construction & Engine	6%
Biotechnology	6%
Banks	6%
Consumer Finance	3%
Capital Markets	3%
IT Services	3%
Electronic Equipment,	3%
Media	3%
Entertainment	3%
Office REITs	3%
Real Estate Managemen	3%
Electrical Equipment	3%
Specialty Retail	3%
Energy Equipment & Se	3%
Metals & Mining	3%
Textiles, Apparel & L	3%

Country
United States	85%
Canada	12%
United Kingdom	3%

GPA	Sym	(0gpaamp5) Industry	Sector	MktCap	Country	Name
3.88	HWM	Aerospace & Defense	Industrials	101193	US	Howmet Aerospace
3.80	RTX	Aerospace & Defense	Industrials	273639	US	RTX
3.92	MTZ	Construction & Engine	Industrials	22991	US	MasTec,
3.84	PWR	Construction & Engine	Industrials	82174	US	Quanta Services,
3.96	VRT	Electrical Equipment	Industrials	95554	US	Vertiv Holdings Co
3.92	CM	Banks	Financials	92394	Canada	Canadian Imperial Bank of Comm
3.80	BMO	Banks	Financials	101766	Canada	Bank of Montreal
3.96	EZPW	Consumer Finance	Financials	1552	US	EZCORP,
3.96	WT	Capital Markets	Financials	2348	US	WisdomTree,
3.96	FIGS	Textiles, Apparel & L	Consumer Discretionary	2823	US	FIGS,
3.84	FIVE	Specialty Retail	Consumer Discretionary	12226	US	Five Below,
3.96	KNSA	Biotechnology	Health Care	3522	United Kingdom	Kiniksa Pharmaceuticals Intern
3.84	EXAS	Biotechnology	Health Care	19723	US	Exact Sciences
3.84	FSLY	IT Services	Information Technology	3103	US	Fastly,
3.80	COHR	Electronic Equipment,	Information Technology	49573	US	Coherent.
3.92	NYT	Media	Communication Services	13214	US	The New York Times Company
3.84	IMAX	Entertainment	Communication Services	2185	Canada	IMAX
3.92	PSTL	Office REITs	Real Estate	549	US	Postal Realty Trust,
3.88	LB	Real Estate Managemen	Real Estate	2075	US	LandBridge Company LLC
3.96	AROC	Energy Equipment & Se	Energy	6263	US	Archrock,
3.96	AGI	Metals & Mining	Materials	20739	Canada	Alamos Gold
2.92	SPY	Unclassified	Unclassified	-1	US	SPY
na	QQQ	Unclassified	Unclassified	-1	US	QQQ

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0GPA38TB (* means Wkly fast and slow Fract individually, stronger then SPY).

% Alloc	Sym	Name_currentList	Sym	Action	Sector	sharesHld	DlrHld	allocHld	Price
10%	SCCO	SOUTHERN COPPER CORP	SCCO		Materials	6	$1,109.8	10.1%	$184.97
11%	SPY	SPDR S&P 500	SPY		n.a.	2	$1,344.8	12.3%	$672.38
10%	TSM	TAIWAN SEMICONDUCTOR ADR	TSM		Information Technology	3	$1,016.7	9.3%	$338.89
11%	AEM	AGNICO EAGLE MINES LTD	AEM		Materials	5	$1,105.0	10.1%	$221
11%	QQQ	Powershrs Qqq Trust Sr 1	QQQ		n.a.	2	$1,199.5	10.9%	$599.75
0%	RTX	Raytheon Technologies Corp	RTX	added	Industrials	0	$0.0	0.0%	$209.76
0%	BMO	BANK OF MONTREAL QUEBEC	BMO	added	Financials	0	$0.0	0.0%	$142.12
0%	*HWM	Howmet Aerospace Inc	HWM	added	Industrials	0	$0.0	0.0%	$250.13
10%	MU	MICRON TECHNOLOGY INC		removed	Information Technology	3	$1,110.9	10.1%	$370.3
10%	APH	AMPHENOL CORP CL A		removed	Information Technology	8	$1,055.0	9.6%	$131.87
9%	LRCX	LAM RESEARCH CORP		removed	Information Technology	5	$996.7	9.1%	$199.33
10%	GLW	CORNING INC		removed	Information Technology	8	$986.3	9.0%	$123.29
10%	NEM	NEWMONT MINING CORP		removed	Materials	9	$1,046.6	9.5%	$116.29

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These selected ETFs are ideas in the current market environment. (* means 6 Month Grt < 0; + means 2 Month Grt < 0)

Style	% Alloc	Shares	Symbol	Name		Date
growth	5.25	16	SCHD	US Dividend Equity		2026-03-06
growth	5.25	6	XLP	Consumer Staples Select	Late Cycle to Recession	2026-03-06
growth	5.25	2	VDC	Consumer Staples	Late Cycle to Recession	2026-03-06
growth	5.00	2	XLI	Industrial	Late and Early to Mid Cycle	2026-03-06
growth	5.00	1	VIS	Industrial	Late and Early to Mid Cycle	2026-03-06
growth	4.50	1	SMH	Semiconductors	Early to Mid Cycle	2026-03-06
growth	4.50	9	XLU	Utilities Select Sector*	Late Cycle to Recession	2026-03-06
growth	4.50	2	VPU	Utilities*	Late Cycle to Recession	2026-03-06
cyclical	4.50	5	SLV	Silver+	Inflation	2026-03-06
cyclical	5.00	7	SDOG	Value		2026-03-06
cyclical	5.00	2	VAW	Materials	Late and Early Cycle	2026-03-06
cyclical	5.25	10	XLB	Materials Select	Late and Early Cycle	2026-03-06
cyclical	5.00	18	DBC	Commodity	Late Cycle and Inflation	2026-03-06
cyclical	5.25	3	VDE	Energy	Late Cycle and Inflation	2026-03-06
cyclical	5.25	9	XLE	Energy Select Sector	Late Cycle and Inflation	2026-03-06
cyclical	5.25	13	SLVP	Global Silver and Metals Miners	Inflation	2026-03-06
cyclical	5.25	2	XTL	Telecom		2026-03-06
cyclical	5.25	6	RING	Gold Miners	Inflation	2026-03-06
cyclical	5.25	1	GLD	Gold	Inflation	2026-03-06

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These selected ETFs are early signal in the current market environment. (* means 6 Month Grt < 0; + means 2 Month Grt < 0)

Style	% Alloc	Shares	Symbol	Name		Date
growth	5.25	16	SCHD	US Dividend Equity		2026-03-06
growth	5.25	6	SPLV	Invesco S&P 500 Low Volatility*		2026-03-06
growth	5.25	3	XLI	Industrial	Late and Early to Mid Cycle	2026-03-06
growth	5.25	1	VIS	Industrial	Late and Early to Mid Cycle	2026-03-06
cyclical	5.25	9	XLE	Energy Select Sector	Late Cycle and Inflation	2026-03-06
cyclical	5.25	3	VDE	Energy	Late Cycle and Inflation	2026-03-06
cyclical	5.25	2	XTL	Telecom		2026-03-06
cyclical	5.25	19	DBC	Commodity	Late Cycle and Inflation	2026-03-06
cyclical	5.25	7	SDOG	Value		2026-03-06
cyclical	5.25	1	GLD	Gold	Inflation	2026-03-06

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These selected stocks are ideas in the current market environment. Weekly and Monthly Fract better than SPY. * means Wkly fast and slow Fract individually, stronger then SPY.

#	%Alloc	Share	Sym	Name	Industry	Date	GPA	Ver

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These stocks are from S&P500 which have a stong Oscillator. Spy Osc=-2

Symbol	Bound	Osc	Max Fract	Percent tile	Draw Down	Draw Down 7yr	cagr 7Yr	Name	cagr By dd	score
TJX	0.45	3	1.2	83	-23	-21	17.37	The TJX Companies Inc.	82	1.4
SPY	1.00	-2	1.0	93	-33	-19	13.49	SNP500	71	-2.0
JNJ*	0.72	23	0.5	56	-20	-20	8.13	Johnson & Johnson	40	16.6
XOM*	0.49	19	0.3	86	-53	-51	9.66	Exxon Mobil Corporation	18	9.3
RTX	0.39	13	0.9	51	-22	-22	17.24	RTX Corporation	78	5.1
HCA	0.30	12	0.9	84	-31	-30	22.50	HCA Healthcare Inc.	75	3.6
PWR	0.28	11	1.0	95	-47	-22	47.54	Quanta Services Inc.	216	3.1
WMT*	0.39	6	1.3	99	-24	-17	20.92	Walmart Inc.	123	2.3
GEV	0.21	9	1.0	95	-27	-27	146.14	GE Vernova Inc.	541	1.9
MCK	0.31	5	1.0	88	-46	-18	34.83	McKesson Corporation	193	1.6
GOOGL*	0.30	5	1.1	95	-30	-34	26.29	Alphabet Inc.	77	1.5
KLAC	0.14	10	1.3	95	-38	-28	42.18	KLA Corporation	150	1.4
HWM	0.24	5	1.6	90	-15	-15	64.23	Howmet Aerospace Inc.	428	1.2
GOOG*	0.30	4	1.1	96	-35	-34	26.39	Alphabet Inc.	77	1.2
JBL	0.22	2	1.0	97	-48	-30	36.01	Jabil Inc.	120	0.4
HUBB	0.24	0	0.9	74	-24	-20	21.74	Hubbell Incorporated	108	0.0
MSI	0.59	0	1.4	51	-21	-25	18.52	Motorola Solutions Inc.	74	0.0
LIN	0.47	0	0.9	6	-20	-18	16.23	Linde plc	90	0.0
GWW	0.32	-1	0.8	53	-28	-21	20.45	W.W. Grainger Inc.	97	-0.3
EME	0.19	-2	1.2	91	-37	-30	38.89	EMCOR Group Inc.	129	-0.4
APH	0.13	-3	1.1	98	-34	-22	27.93	Amphenol Corporation	126	-0.4
TSLA*	0.16	-5	0.5	59	-53	-58	55.05	Tesla Inc.	94	-0.8
AAPL*	0.35	-3	1.0	30	-37	-23	28.86	Apple Inc.	125	-1.1
LLY*	0.28	-5	1.2	75	-35	-21	34.15	Eli Lilly and Company	162	-1.4
JPM*	0.30	-9	0.9	95	-34	-34	15.79	JPMorgan Chase & Co.	46	-2.7
TMUS	0.32	-9	1.3	19	-21	-23	17.71	T-Mobile US Inc.	77	-2.9
COST	0.59	-5	1.3	62	-27	-20	24.18	Costco Wholesale Corporation	120	-3.0
CTAS	0.37	-8	1.5	30	-25	-19	21.93	Cintas Corporation	115	-3.0
AZO	0.33	-9	0.9	35	-22	-16	21.43	AutoZone Inc.	133	-3.0
AMZN*	0.29	-11	0.8	24	-40	-47	14.34	Amazon.com Inc.	30	-3.2
AVGO*	0.20	-17	1.3	95	-23	-26	42.92	Broadcom Inc.	165	-3.4
SNPS	0.20	-17	1.2	16	-28	-30	22.83	Synopsys Inc.	76	-3.4
ORLY	0.31	-11	1.1	36	-21	-15	21.06	O'Reilly Automotive Inc.	140	-3.4
FTNT	0.27	-13	0.9	23	-36	-32	26.02	Fortinet Inc.	81	-3.5
V*	0.36	-11	1.1	35	-27	-21	11.53	Visa Inc.	54	-4.0
FICO	0.16	-26	1.3	25	-29	-36	29.21	Fair Isaac Corporation	81	-4.2
ARES	0.14	-37	0.9	45	-32	-28	25.28	Ares Management Corporation	90	-5.2
MSFT*	0.27	-20	1.3	36	-29	-28	20.36	Microsoft Corporation	72	-5.4
NVDA*	0.34	-20	1.1	66	-58	-52	73.21	NVIDIA Corporation	140	-6.8
META*	0.29	-24	1.3	13	-30	-30	123.36	Meta Platforms Inc.	411	-7.0
EXE	0.30	-39	0.4	70	-61	-21	46.52	Expand Energy Corporation	221	-11.7