Stockmarket TV – August 11, 2025
Weekly brief for StockMarket TV
Weekly brief for StockMarket TV
Certainly appears we have hit an important TIME period for my favorite ration (XLP/NYA)
Happy 4th of July weekend everyone … enjoy it safely w/ family and friends.
If you’re interested, maybe go checkout the America Codes: https://tobeornottobe.org/
Or this podcast: https://www.youtube.com/watch?v=P9byS1biWtU
Either way ..enjoy.
Posted this last night about ‘risk’ – https://www.stockmarkettv.com/2025-07-02/ratio-analysis-last-resistance-point-still-standing
The key takeaway from this post is the TIME cycles that appear to be converging ‘now into August’ As shown below, anytime the ratio starts heading up – a correction has ensued. The question – are we going to breakdown below the support zone?
I don’t invest in breakdowns or breakouts – lost a lot of money doing that as it would then rip back against me. Nope, I wait …
So, very impressive V recovery and what appears to be another leg up in a roaring economy. Yup … I’ll wait for the PATTERN so I’m flat equities, for now.

The chart above is the ‘reason’ we have found support and have been bouncing around.

This is why this ratio is soooo key. Anytime it bottoms, the market corrects.

The reason I’m cautious is because of TIME. Note the dual cycle convergence happening now. Remember, this is a monthly chart so we are simply in a time zone where the ratio could bottom and start higher. Historically, that has proven to be resistance for equities.
Of course, it’s different this time.
How about this one …this is
Great weekend to all – Bart