July 02, 2026

July 02, 2026

July 6, 2026 · 3 min

About this episode

Gene discusses sectors and market themes that are showing improvement after years of lagging performance.

Gene highlights several sectors and market themes that have lagged for the past few years but are now beginning to show meaningful improvement in relative strength. Areas such as consumer staples, non-durables, railroads, and trucking are emerging from extended base formations and showing signs of renewed leadership. As market participation broadens, these groups may offer valuable insight into the next phase of the market cycle. Tune in to hear Gene’s analysis of these developing trends and ...

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