Dimitry Farberov, CFA®, CFP®
@DimitryFarberov
Principal & Senior Wealth Advisor | Helping Founders & Executives in their 30s-50s Build Wealth & Achieve Their Dreams #WealthPlanning #Investments
“So, what do you do for a living?” That was the question someone casually asked me at a recent networking event. Historically, I might have responded with the usual: “Wealth management.” “Investments.” “Financial planning.” But given everything happening in the markets, the…
$DXY $DXY continues to consolidate in a tight range just below its 50-day moving average, signaling indecision as both bulls and bears battle for control. On Friday, bulls showed some resilience, stepping in to defend horizontal support with a small lower wick candle,…
What really moves markets? Not the headlines everyone’s already read. It’s the surprises. The stuff no one sees coming. And the more expensive markets get, the more those surprises matter. When valuations are stretched, even a small miss - on earnings, policy, or macro data -…
$U.U Following the tweezer top and bearish engulfing candle from four weeks ago, price reversed in line with the expectations of that Japanese candlestick combination, leading to a steady pullback. Now, price is retesting prior resistance, which so far appears to be acting as…
#COPPER Copper continues to show strong bullish momentum following its bullish pennant breakout, with four consecutive sessions of continuation candles marked by higher lows, higher highs, and potential higher closes. This steady climb reflects confident buying pressure and…
SPX stock-by-stock flag from @FINVIZ_com relatively consistent showing the broad gains outside of Utilities. RE also fairly mixed and homebuilders gave back some of Tuesday’s rally. In total 14 SPX components down more than -3% (vs 16 Tues but just 7 Monday) but four of those…
Sector breadth from CME Cash Indices remained at nine green sectors, with three up over 1% (vs four Tues but just one Mon/Fri) led by health care, which was up nearly 2% Tues and another 2% today. Industrials and Energy also up over 1%. No sectors down that much (vs one Monday)…
“I’ve built real wealth… how do I keep it in the family without losing half to taxes?” If that thought’s crossed your mind, you’re not alone. Founders are shifting from building to protecting, and GRATs are one of the smartest tools most overlook. A GRAT (Grantor Retained…
SPX stock-by-stock flag from @FINVIZ_com relatively consistent showing the weakness in semiconductors and application software. In total 16 SPX components down more than -3% (vs just 7 Monday) with lots of heavyweights (NVDA, AVGO, NFLX all in the list; some other notables were…
Sector breadth from CME Cash Indices improved for a second day, back to the nine green sectors we saw Thursday (up from seven Monday, five Friday), with four up over 1% (vs one Mon/Fri). One sector down that much (Tech, led by declines in semiconductors). Comm Services also in…
U.S. Housing Market has reached its most unaffordable level in history 🚨🚨
Equal weight semiconductors $XSD are breaking out of this multi-year consolidation pattern.
Having a financial plan is foundational. Having an investment philosophy you can stick with during volatility? Even more critical. But here’s what often gets overlooked: What you own matters. Not just the market. Not just the strategy. The positioning. Take $URA vs $URNJ. URA’s…
We love to talk about compound interest like it’s magic. Just invest early, sit back, and let time work. Right? Well… not exactly. Markets don’t give us smooth returns. They zig, zag, crash, recover. Average returns hide the sequence. -30% one year +30% the next ≠ back to…
The equal-weighted SPX vs cap weighted ratio fell to the least since 2003 last week.
New normal?
$EU30Y 1W; These are the european long rates! 30 years! This looks like a scaaaary breakout!
Catch-up or pull-down?
⚠️This is a market concentration BUBBLE: The ratio of the market value of the top 5 stocks relative to all small-cap stocks hit A RECORD 4.9x. This is 3 TIMES larger than at the 2000 Dot-Com Bubble peak of 1.5x and 5 TIMES bigger than before the Great Financial Crisis.
#Ethereum Nearing "make or break" territory. $ETHUSD
HERE ARE THE TOP 15 GROWTH PERFORMERS OF 2025 1. $MP +305% 2. $PGY +235% 3. $OKLO +225% 4. $CRCL +225% 5. $HOOD +195% 6. $QS +182% 7. $ASTS +175% 8. $SYM +130% 9. $QBTS +125% 10. $JOBY +119% 11. $RBLX +115% 12. $HIMS +108% 13. $PLTR +103% 14. $RKLB +102% 15. $NBIS +91%
Chinese equities are on the verge of completing a textbook bearish-to-bullish reversal.
SPX stock-by-stock flag from FINVIZ_com relatively consistent with more red Friday, although just one stock more down more than -3% (ten vs nine the past two days). Health care continued to get more than its fair share with MOH, ELV, WST, VTRS, & CNC all down at least that much.…
Sector breadth from CME Cash Indices eased back after two strong sessions to just 5 of 11 sectors in the green (from nine Thurs & eight Wed but up from just one Tues, the worst in weeks), and one (Utilities) up over 1% (vs none Thurs). No sector down that much. Health care weak…