Sharp market selloffs are stressful… and useful. They create a live-fire laboratory where leadership quality is revealed in real time. In the Stock Trends framework, the most informative sequence is a stock that registers a New Weak Bullish () during the shock — a pullback statement in a bullish primary trend — and then, within a week, flips back to a Return to Strong Bullish (). That transition is a powerful confirmation that buyers remain in control.

The Select Bullish Crossover Portfolio strategy stands at the intersection of systematic inference and market timing. Each position is chosen from the Stock Trends Inference Model’s Select list—names whose probability of outperforming the base random return is favorable across 4, 13, and 40 weeks. From this foundation, the portfolio then isolates Bullish Crossover () signals, capturing securities that have transitioned from neutral or bearish states into confirmed upward momentum. In this editorial, we look at the NYSE Select Bullish Crossover Portfolio's current holdings and discover that some themes are revealed.

On September 17, 2025, the U.S. Federal Reserve delivered its first interest rate cut in nine months, lowering the federal funds rate by 25 basis points to a new target range of 4.00%–4.25%. This was a response to clear signs of a cooling labor market—slower job growth, shorter workweeks, and rising unemployment in several cohorts. Although inflation remains above the Fed’s 2% target, policymakers signaled that two more cuts are likely before the year’s end. This changing policy environment directly influences the Stock Trends signals observed in the week ending September 19.

Markets don’t move on math alone—they move on people. The screens light up because millions of humans react to news, stories, and each other. Behavioral economics is the field that studies those reactions. This article introduces the big ideas, then brings the story up to date with automated bots and AI trading—and explains how the Stock Trends framework helps you navigate it all.

Current Stock Trends data mirrors macroeconomic headwinds captured in market headlines. This Stock Trends editorial highlights leadership in materials and utilities, assesses energy and fintech momentum, notes weaknesses in healthcare and real estate, and reviews the Stock Trends ETF Bullish Crossovers w/Momentum strategy to show how defensive growth themes play out in portfolio allocations.

In the August 15, 2025 update of  Stock Trends Weekly Reporter, a deeper analysis of the North American equity universe reveals a narrow cohort of stocks that, while still classified in bullish trend categories, may be showing signs of structural weakness. This analysis builds upon — and adds context to — our previous article, Stock Trends Insights: Market Breadth Across Sectors and Exchanges, which emphasized broadening strength across sectors. Here, we shift our attention to vulnerable elements within that strength.

At Stock Trends, we interpret market conditions through the combined lens of our proprietary indicator framework and the Stock Trends Inference Model (ST-IM). For the trading week ended August 15, 2025, the data signals broad opportunities across sectors and exchanges — from Canadian resource anchors to U.S. technology innovators. The thematic structure of this week’s analysis emphasizes the importance of sector breadth, the evolving epoch backdrop, and targeted stock-level opportunities.

The Stock Trends Inference Model (ST‑IM) complements the core Stock Trends indicator by examining a security’s Trend Profile—the distribution of past returns of a trend and momentum characteristic relative to its standard deviation—to calculate a probability that the stock will continue to outperform over the next 4-weeks/13-weeks/40-weeks. Stocks with ST‑IM probabilities above 55 % (on the lowest end of the interval) qualify for the ST‑IM Select stocks of the week report. By focusing on names that exhibit both price momentum and statistically favorable return distributions, ST-IM helps investors identify timely rotations that might otherwise be overlooked.

Stock Trends helps investors spot early opportunities by blending proprietary trend indicators with industry research. In the post‑pandemic travel boom, Lindblad Expeditions Holdings Inc. (LIND‑Q) has emerged from our NASDAQ screeners as a timely and quality investment idea. This article explains how our reports identified LIND‑Q and how current travel and cruise industry data underpin the thesis.