Economic uncertainty has rarely been higher.

Worries range from tariffs, a rekindling of inflation, an end to Fed easing, rising rates, and high valuations.

It’s a scary list.

Today we’ll unpack an evidence-rich dataset to keep you invested. And we’ll help you answer the burning question on everyone’s mind:

Are tariffs and high economic uncertainty a reason to sell stocks?

Here’s the good news. Don’t sweat all the noise. Bull markets always climb a wall of worry. It’s not unusual. In fact, it’s a good thing.

Here’s why:

When no one’s worrying, it means the crowd is already all-in on stocks and the rally will stall as demand dries up.

Worries are an essential feature of every bull market. They’re a reason to buy, not sell.

Disclosure: This recap uses AI to better explore our post here: https://mapsignals.com/map-blog/are-tariffs-a-reason-to-sell-stocks/

Remember none of this is personal advice of any kind. This is for entertainment and informational purposes only.

Trading should be simple.

Follow trusty time-tested indicators and call it a day.

Markets are making new highs, stunning the crowd.

One big reason is the hidden bullish breadth in technology stocks.

Let’s rewind the tape. Just 2 short months ago, stocks were sold with abandon. Fed speak caused many investors to 2nd guess the merry-go-round path of interest rates.

Our data signaled a massive buy signal that rarely comes along.

Capitulation is one of the best times to strap on the helmet…and get in there. When the crowd is cryin’…start buyin’.

Today, we’ll size up the money flows picture and illustrate the powerful hidden breadth in technology stocks.

We’ll even showcase new charts…then highlight 2 names loved by institutions.

Disclosure: This recap uses AI to better explore our post here: https://mapsignals.com/map-blog/hidden-bullish-breadth-in-technology-stocks/

Remember none of this is personal advice of any kind. This is for entertainment and informational purposes only.

When you follow money flows, you don’t need headlines to generate alpha.

The supply and demand picture reveals the outliers.

Today we’ll cover the powerful inflows into small-cap health care stocks.

Let’s take a step back. In early December, we made the call that 2025 is shaping up to be a stock pickers market. Thus far I’d say it’s true.

We’ve seen lots of rotational action and prior market pain points are beginning to show leadership.

Disclosure: This recap uses AI to better explore our post here: https://mapsignals.com/map-blog/powerful-inflows-into-small-cap-health-care-stocks/

Remember none of this is personal advice of any kind. This is for entertainment and informational purposes only.

Volatility is back on the front burner.

Jitters range from the economic and inflationary impact of tariffs, to rising 10-year Treasury yields, to what DeepSeek means for the future of AI.

All these narratives affect interest rates. And that bodes well for one patch of the income spectrum: Dividends.

We’ll offer 3 big reasons to buy dividend growth stocks now.

Disclosure: This recap uses AI to better explore our post here: https://mapsignals.com/map-blog/3-big-reasons-to-buy-dividend-growth-stocks-now/

Remember none of this is personal advice of any kind. This is for entertainment and informational purposes only.

The 2025 tape bombs are in full effect.

First there was DeepSeek. Then came the tariffs.

Just don’t lose sight of the money flow January effect.

Let’s face it, it’s easy to get blindsided by out of the blue market-moving headlines.

Last week, I told you how the DeepSeek worries revealed the weak hands. From our data standpoint, that call is working as many of our top plays keep attracting capital.

Shifting to more recent headlines, traders are uneasy on the tariff talk. As we highlighted in our 2025 market outlook, we viewed tariffs as more of a bargaining chip than anything.

Look, it’s easy to get faked out following headlines!

This is where cold hard data helps you navigate.

Disclosure: This recap uses AI to better explore our post here: https://mapsignals.com/map-blog/money-flow-january-effect/

Remember none of this is personal advice of any kind. This is for entertainment and informational purposes only.

The DeepSeek surprise proved how quickly equity prices can rerate.

Some of the biggest winning stocks flopped at a magnitude rarely seen.

Ultimately, DeepSeek fears revealed the Weak Hands.

We’ve described weak hands before, back in 2020. It’s the new investors who lack conviction in their trades.

Possibly they bought into the A.I. trade in December, only to get spooked out in January. On the trading desk we’d call this LIFO traders: Last in, first out.

Disclosure: This recap uses AI to better explore our post here: https://mapsignals.com/map-blog/high-interest-rates-wont-kill-the-equity-rally/

Remember none of this is personal advice of any kind. This is for entertainment and informational purposes only.

The market’s latest top macro worry is rising long-term interest rates. We’ve seen this movie before.

10-year Treasury yields recently hit 4.8%, their highest since peaking at 5% back in October 2023.

Back then, we told you to Disregard the Rate Scare and Buy Stocks Now. The S&P 500 is up 40% to 6100 since we published that report on October 9, 2023, when the index sat at 4335.

Today’s note echoes that piece: High interest rates won’t kill the equity rally.

Disclosure: This recap uses AI to better explore our post here: https://mapsignals.com/map-blog/high-interest-rates-wont-kill-the-equity-rally/

Remember none of this is personal advice of any kind. This is for entertainment and informational purposes only.

There’s a lot of excitement in the air.

The Trump administration released the Stargate project, underscoring a commitment for the US to lead the A.I. revolution.

It should come as no surprise that money is chasing high-quality Tech stocks.

Disclosure: This recap uses AI to better explore our post here: https://mapsignals.com/map-blog/money-is-chasing-high-quality-tech-stocks/

Remember none of this is personal advice of any kind. This is for entertainment and informational purposes only.

Stocks are washed out.

If our data could talk, it’d yell the following:

When the Big Money Index plummets, go buy stocks.

Let’s face it. It’s been a lonely road keeping a bullish outlook.

Bearish worries about elevated interest rates, a strong dollar, and a potential reignition of inflation have ruled the media headlines.

How can I possibly be constructive at such a fearful time?

Simple. It boils down to cold-hard evidence-rich data suggesting that now is a wonderful time to strap on the helmet and buy high-quality equities.

Before you dismiss this against-the-crowd idea, review the evidence.

Disclosure: This recap uses AI to better explore our post here: https://mapsignals.com/map-blog/when-the-big-money-index-plummets-go-buy-stocks/

Remember none of this is personal advice of any kind. This is for entertainment and informational purposes only.

The S&P 500 just posted a total return of at least 25% for the second year in a row. That hasn’t happened since 1998.

Not too shabby.

The downside of this epic rally is that howling about excessive valuations is everywhere. Everyone seems to agree stocks are too rich.  

Here’s the deal: Stock valuations are elevated and that’s perfectly fine.

If you’re searching for a constructive argument about US equities, I’ve got you covered.

Today, I’ll highlight several underappreciated bullish macro signals that will continue to support equity valuations. Then, I’ll lay out the best way to outperform.

Disclosure: This recap uses AI to better explore our post here: https://mapsignals.com/map-blog/stock-valuations-are-high-and-thats-perfectly-fine/

Remember none of this is personal advice of any kind. This is for entertainment and informational purposes only.