Fastenal $FAST continues to show why it’s one of the most reliable names in the industrial sector.

The company just delivered another double beat for Q2 2025, and the market rewarded it with a 4% rally, marking its 7th positive earnings...

We’ve been talking a lot about how the broadening of international markets is fueling this bull run.For the first time in many years, we’re seeing a sustained stretch of outperformance from markets outside...

As this market continues to broaden out, we’re starting to see signs of rotation into areas that have been overlooked and underowned for a long time.

This is especially true for the rate-...

I’ve said this before, and I’ll say it again: I never really know which trades are going to be my biggest winners.

Sure, sometimes I get a setup that checks all the boxes:

• Price action looks great
• volume confirms
• ...

A few months ago, apparel manufacturers were left for dead. 

After Trump’s so-called Liberation Day, tariffs slammed into the industry, especially those with deep exposure to Asia. 

Vietnam, a core manufacturing hub for...