Markets rarely move randomly. They rotate. They reallocate. They transition from one leadership regime to another. And when that transition is real, it shows up not in headlines — but in breadth.
This week’s Stock Trends universe reveals something decisive. When we measure common stocks only (removing ETFs that duplicate underlying holdings), two sectors stand apart: Materials and Energy.
Breadth Before Excitement
Below is Stock Trends sector breadth using common stocks only with basic liquidity filters (price ≥ $5). Bullish breadth is defined as 
, 
, or 
- i.e., a Bullish Major Trend phase.
| Sector | Bullish % | Bearish % | Median RSI | Avg RSI |
|---|---|---|---|---|
| Materials | 84.9% | 15.1% | 125 | 130.8 |
| Energy | 83.9% | 16.1% | 115 | 118.2 |
| Utilities | 73.9% | 26.1% | 100 | 102.1 |
| Healthcare | 72.0% | 28.0% | 101 | 108.8 |
| Finance | 70.9% | 29.3% | 102 | 102.6 |
| Industrials | 69.9% | 30.1% | 115 | 116.6 |
| Consumer Discretionary | 59.5% | 40.5% | 106 | 109.2 |
| Real Estate | 55.6% | 44.4% | 102 | 100.9 |
| Technology | 50.4% | 49.6% | 96 | 107.2 |
| Media | 43.8% | 56.2% | 97 | 99.5 |
| Consumer Staples | 42.9% | 57.1% | 105 | 106.8 |
Materials and Energy are not merely “strong” - they are broad. This is the difference between a headline trade and a market regime.
It Is Not Early — It Is Established
The hard-asset complex is not led by a handful of fresh crossovers. Many names show elevated major Trend counter readings - meaning they have persisted in a Bullish Major Trend phase for weeks. In Stock Trends terms, persistence carries weight. A one-week rotation is noise; a sustained rotation across time and across industries is structural.
The Pullbacks Are the Opportunity
One of the most constructive features of this regime is that many Bullish-trend names are still printing weekly momentum oscillations (rsi_updn). In other words: the major trend remains intact, while the weekly “+/–” provides disciplined entry windows. Stock Trends was built to distinguish pullbacks within strength from the onset of deterioration.
Representative Common Stocks: Materials
Below is a representative list of Bullish-trend Materials stocks, emphasizing elevated prob13wk (ST-IM Select probability of 13-week outperformance), trend persistence, and strong RSI structure.
| Company | Symbol | Trend | MT Cnt | RSI | RSI +/- | Vol | Prob13wk | Industry |
|---|---|---|---|---|---|---|---|---|
| Silvercorp Metals Inc. | SVM | |
39 | 178 | + | 58.7% | Silver | |
| Quaker Houghton | KWR | |
25 | 125 | - | 57.4% | Special Chemicals | |
| McEwen Inc. | MUX | |
34 | 156 | + | 57.2% | Precious Metals | |
| Rio Tinto Plc | RIO | |
25 | 133 | - | 56.0% | Industrial Metals | |
| NWPX Infrastructure Inc. | NWPX | |
25 | 128 | - | 55.5% | Iron and Steel | |
| Seabridge Gold Inc. (Canada) | SA | |
33 | 144 | + | 54.8% | Gold | |
| Southern Copper Corporation | SCCO | |
30 | 155 | + | 54.1% | Copper | |
| Huntsman Corporation | HUN | |
3 | 141 | - | 52.7% | Chemicals & Allied Products | |
| Cementos Pacasmayo S.A.A. American Depos | CPAC | |
113 | 157 | - | ! | Construction Materials | |
| Wheaton Precious Metals Corp | WPM | |
113 | 145 | + | Gold | ||
| Agnico Eagle Mines Limited | AEM | |
112 | 123 | + | Gold | ||
| Agnico Eagle Mines Limited | AEM | |
111 | 136 | + | Gold | ||
| Mineros S.A. | MSA | |
110 | 122 | - | Gold | ||
| Perseus Mining Limited Ordinary Shares | PRU | |
110 | 108 | - | Gold | ||
| K92 Mining Inc. | KNT | |
109 | 138 | + | Gold | ||
| Almonty Industries Inc. | AII | |
108 | 228 | + | Industrial Metals | ||
| OR Royalties Inc. | OR | |
107 | 130 | + | Gold | ||
| OR Royalties Inc. | OR | |
107 | 117 | + | Gold |
Representative Common Stocks: Energy
Below is a representative list of Bullish-trend Energy stocks, selected using the same approach.
| Company | Symbol | Trend | MT Cnt | RSI | RSI +/- | Vol | Prob13wk | Industry |
|---|---|---|---|---|---|---|---|---|
| South Bow Corporation | SOBO | |
33 | 109 | + | 59.0% | Oil & Gas Storage/Transport | |
| Kodiak Gas Services Inc. | KGS | |
12 | 144 | - | 56.4% | Oil & Gas Equipment & Services | |
| Imperial Oil Limited | IMO | |
37 | 119 | - | 56.0% | Integrated Oil & Gas | |
| Phillips 66 | PSX | |
30 | 111 | - | 54.5% | Oil & Gas Refining & Marketing | |
| Peabody Energy Corporation | BTU | |
25 | 122 | - | 54.5% | Thermal Coal | |
| ACT Energy Technologies Ltd. | ACX | |
14 | 109 | + | 54.4% | Oil & Gas Drilling | |
| SandRidge Energy Inc. | SD | |
22 | 118 | + | 53.5% | Oil & Gas Exploration and Production | |
| Centrus Energy Corp. Class A | LEU | |
72 | 81 | + | Uranium | ||
| GE Vernova Inc. | GEV | |
61 | 143 | + | Diversified Renewable Energy | ||
| Enlight Renewable Energy Ltd. | ENLT | |
55 | 188 | + | * | Diversified Renewable Energy | |
| International Petroleum Corporation | IPCO | |
52 | 107 | + | Oil & Gas Exploration and Production | ||
| Nextpower Inc. | NXT | |
51 | 131 | + | Solar Energy | ||
| Advantage Energy Ltd. | AAV | |
51 | 78 | - | Oil & Gas Exploration and Production | ||
| Ecopetrol S.A. American Depositary Share | EC | |
49 | 121 | + | Integrated Oil & Gas | ||
| DHT Holdings Inc. | DHT | |
48 | 121 | + | Oil & Gas Storage/Transport | ||
| Clearway Energy Inc. Class A | CWEN.A | |
46 | 105 | - | Diversified Renewable Energy | ||
| Clearway Energy Inc. Class C | CWEN | |
45 | 106 | - | Diversified Renewable Energy | ||
| Shell PLC American Depositary Shares (ea | SHEL | |
42 | 104 | + | Integrated Oil & Gas |
The Discipline of Regime Recognition
The temptation in markets is always to anticipate the next shift. Stock Trends does something simpler: it measures what is happening now — across thousands of securities — and aligns capital with persistence rather than prediction.
This week’s data does not whisper. It states clearly: Hard assets are the leadership regime — not because of narrative, but because participation, structure, and probability are aligned.
As always, the discipline is not in chasing strength — but in recognizing it early enough to participate, and patient enough to stay with it while it persists.
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Stock Trends analysis quantifies nicely the movement of individual stocks. I’ve found that if the technicals are out of synch with fundamental analysis, it is a wake-up call to make a decision. The Stock Trends Bull/Bear Ratio is useful in identifying major market bottoms and tops. It has always presented a good buying or selling opportunity.
