Many of the ETFs that hold crypto-associated stocks continue to rank high on the thematic list.

This niche area could continue to strongly outperform if Bitcoin successfully completes an all time high breakout right here.

If Bitcoin is above 108,000, ETFs such as ARKW, BITQ, and BLOK would be significant beneficiaries.

The market action since the FOMC seems to be positive. We broke it down here in a livestream yesterday.

Click here to watch the replay.

Talk about a bull market of wide participation!

Technology isn't even in the top 10 ETFs, and it's Equal Weight Technology $RSPT over Large Cap Technology $XLK.

Sectors like industrials, utilities, and financials are well into the green further solidifying the broad participation on a sector level.

And despite the headlines about DeepSeek impacting semiconductors, look at the action in sectors like Communications $XLC. Tremendously optimistic behavior.

Growth sold off yesterday on headlines following the release of the new Chinese artificial system, DeepSeek.

But in spite of this weakness, many key growth names still closed the day positive and at new highs.

Large Cap Growth $IWF is still solidly green; nothing has changed here.

We're all in New York City for another regular of our Portfolio Accelerator events, and tomorrow we'll all be at the NYSE.

It's a fantastic event with an intimate gathering of our team and Portfolio Accelerator members.
If you want to apply, you can click here.

We want to bring your attention to Argentina.

By our rankings, ARGT has ranked the best global ETF every single week for the last three months.

That's an incredibly impressive record.

The message here is simple; there are strong areas of outperformance outside the United States.

The team is in New York this week to get together with our intimate Portfolio Accelerator group. If you want to join to get access to these exclusive events and have access to our analyst team, you can apply here. Spaces are limited!

Notice all the same industry groups constantly green:

• Broker Dealers & Exchanges
• Cloud
• Internet
• Cyber Security
• Software
• Regional Banks

This is what a persistently green trend on our power rankings looks like.

Let the winners ride.

Broker Dealers & Exchanges $IAI is up +45% since 2024!

These are precisely the opportunities we'll be discussing at our exclusive Portfolio Accelerator event in New York next week. Not only are members granted access to these fantastic events throughout the year, but they're also given access to our internal analyst meetings.

You can click here to apply; spaces are limited!

At the top of the list is the Crypto Industry Innovators ETF $BITQ.

What captures our interest is if Bitcoin successfully resolves higher from this 100,000 consolidation band, this group could provide serious alpha to investors.

It's returned investors just shy of +600% since 2023.

Consumer Discretionary $XLY and Financials $XLF are still the strongest sectors right now.

What's capturing our interest is the rebound we've seen in energy stocks, pictured below.

While this is certainly a positive development for the sector, we're still mindful that the Large Cap Energy ETF $XLE is still rangebound and isn't offering an actionable setup currently.

Jeff Macke has been analyzing retail stocks for more than 30 years. Now, for the first time, he's sharing his ideas in a live model portfolio and sharing his best ideas as part of the Retail Roundup. Learn more in this special live event.

Click here to watch the replay.

It's another week of green for large and growth factors, with the Large Cap Growth ETF $IWF at the top of the table.

Zooming out, the trend is still favoring large caps over small caps. This is shown below as a ratio. There's no signs this trend is shifting yet.

We're at an important inflection point with a new administration, which can mark key reversals across investment themes.

For a deeper look at our thoughts about the new Trump administration and how it could impact markets, watch our Inauguration Day Special livestream replay by clicking here.

There is a selection of international ETFs that have been consistently green over the trailing quarter.

China is one of them.

After accelerating higher, the iShares China Large Cap ETF $FXI has been consolidating its gains. However, what captures our attention is that the ETF has failed to break down and is now back above support. This is positive to see.

A big element the market is pricing in here is how a Trump administration will impact the Chinese economy. At 2pm ET today, JC is hosting an Inauguration livestream to discuss Trump's effect on the markets.

You can click here to tune in.

Energy has clearly been on a tear in recent weeks, bouncing from oversold conditions. The energy sector has not broken out and is still rangebound, so until that breakout takes place, we do have to lean on the side of caution for now following this rally.

But we're beginning to see a handful of industry groups within the sector begin transitioning to green.

Interestingly, MLPs have been a clear area of outperformance as indicated by the long stretch of green while the other groups have been red.

Just like the eSport stocks we covered yesterday and these MLPs today, there are so many opportunities under the hood.

We discuss exactly that in our intimate Portfolio Accelerator events. The entire team will be getting together in a few weeks and access is invitation only. If you want in, you can apply to join here.

A standout on the thematic side has been VanEck's Video Gaming & eSports ETF $ESPO.

This isn't a recent trend as well, it's been a significant winner since it launched and it just broke out to new all time highs.

Like eSports, the reason I love diving into these thematic ETFs is that they offer a wide selection of hidden opportunities away from the mainstream. And often, these opportunities with a small number of eyeballs can be the most lucrative.

That's exactly what we try to achieve at our Portfolio Accelerator events. The whole team will be in New York in a few weeks to talk markets and trades. It's an incredibly intimate group so spots are limited.

If you want to get in on the action, you can apply to join our Portfolio Accelerator group here and hang out with us in New York.

Sector rotation is the lifeblood of a bull market.

We're seeing Small Cap Financials $PSCF begin to weaken to red while the other financial ETFs are still green.

It's positive to see that despite this recent weakness in financials, the Large Cap ETF $XLF has failed to hold its breakdown and is back above support.

This is a key theme right now, where breakdowns are failing. Of course, this is positive information for bulls.

If we're in the context of a bull market, it wouldn't be surprising to see all these rotations under the surface.

An area that needs to be discussed are commodities. We're in a super cycle and there's plenty of areas to profit. JC and Jason Perz discussed exactly this in a brief video, it's got a bunch of great insights.

You can watch it by clicking here....