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Todayβs Summary
Friday, December 5, 2025
Indices: Nasdaq 100 +0.40% | Dow +0.20% | S&P 500 +0.16% | Nasdaq -0.38%
Sectors: 5 of the 11 sectors closed higher. Communications led, gaining +1.16%. Utilities lagged, falling -0.94%.
Commodities: Crude Oil is up +0.77% to $60.14 per barrel. Gold is down -0.31% to $4,230 per oz.
Currencies: The US Dollar Index is down -0.09% to $98.98.
Crypto: Bitcoin is currently down -3.17% to $89,172. Ethereum is down -3.68% at $3,019.
Volatility: The Volatility Index dropped -2.60% to 15.38.
Interest Rates: The US 10-year Treasury yield rose to 4.139%.
Here are the best charts, articles, and ideas shared on the web today!
Chart of the Day
π Today's Chart of the Day was shared by Steve Strazza (@sstrazza).
- The Software ETF ($IGV) has outperformed for six consecutive sessions, logging its best week versus the S&P 500 since 2022.
- Steve notes that both the cap-weighted ($IGV) and equal-weighted software ($XSW) ETFs are rebounding sharply after undercutting support late last week, and reclaiming their April low anchored VWAPs.
- A durable recovery from Software would provide a meaningful tailwind for the S&P 500 into year-end, given that Tech is the largest sector, and Software, its most dominant industry group.
The Takeaway: Software just posted their best weekly relative performance since 2022 after reclaiming key support. Further leadership from Software would be very healthy for the S&P 500.
Quote of the Day
"There are just four kinds of bets. There are good bets, bad bets, bets that you win, and bets that you lose. Winning a bad bet can be the most dangerous outcome of all.
- Larry Hite
Top Links
A Significant Streak Continues - CappThesis
Frank Cappelleri looks at the lack of 1% moves in the S&P 500.
Breadth Not Ideal, but Still Net Bullish; Homebuilders Breakout Could Bode Well for 2026 - StockCharts
Arthur Hill examines market breadth and the outlook for Homebuilding stocks ($XHB) in the year ahead.
Regional Banks: The Most Crowded Wrong Trade on Earth Right Now - TrendLabs
JC Parets shares his thoughts on Regional Banks and Small Caps.
Energy Set to Lead the Next Rotation - Alfonsoβs Daily Note
Alfonso De Pablos highlights the recent strength in Small-Cap Energy stocks ($PSCE).
5x the Fun - The Weekly Trend Podcast
David Zarling and Ian McMillan discuss breadth, crypto, interest rates, and other themes.
