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🔎 Optimists Are Making Money

June 11, 2025

📊 Daily ETF Overview

 

You may have noticed a theme in these notes.

That is, we sound like huge optimists.

But that's for a simple reason that being an optimist has paid off big in 2025 - even with all the volatility we've seen. In fact, while the S&P 500 is only up +1.60% this year, the average buyer is up +5.60% when you take into account dollar cost averaging.

More stocks keep breaking out and investors are being rewarded for buying into it.

And another major breakout just happened.

Industrials $XLI, one of the world's most important sectors, just made all time highs.

 

 

On Monday, we talked about the generational breakout in global stocks.

Yesterday, we touched on how the prospects for the riskiest companies in the world are looking great.

And today, we just have to touch on how the most important sector in the world is making all time highs.

Investors are being rewarded for their optimism, even throughout the ups and downs of this year. And with the way these breakouts are manifesting, we're continuing to bet that remains the case.