Table of Contents

• Independence Day Promo: 25% Off Annual Plans

• Market Snapshot

• Best/Worst S&P 500 Equities Last Week

• Sector Performance Last Week

• Technical Analysis Brief

• TA Capital Research Performance

Independence Day Promo: 25% Off Annual Plans

We are celebrating our biggest annual discount year-to-date! From July 1-7, you can get 25% off all annua plans — including access to our premium research, model portfolios, breakout alerts, and more.

Whether you’re a long time reader, or just discovering our work, there’s never been a better time to join. This is your chance to lock in a full year of institutional-grade analysis at a steep discount.

Once live, you can view the promo HERE. Our free trial is included within the promo, as well.

Market Snapshot

S&P 500 Heatmap Last Week

Market Highlights

• New ATHs for SPX and NDX

• DJI breaking short-mid term resistance

• RUT threatening a pivot breakout and 200 day MA reclaim

Best/Worst S&P 500 Equities Last Week

Best

Worst

Sector Performance Last Week

*For a full breakdown of sector performance, our clients receive in-depth analysis within our weekly Sector Rotation Report. View our latest report HERE

Technical Analysis Brief

Each week, we review the S&P 500 (in order to provide a consistent, technical narrative for the overall market), as well as a select equity and an asset from the broader market.

S&P 500: $SPX | daily

Fresh ATHs to close out last week. Cleared the downtrend resistance level we highlighted last week, and pushing through the 6,130-6,150 pivot resistance.

Intel Corporation: $INTC | daily

We shared the chart alert with our clients on the triangle breakout recently. Closed off of the intraday highs on Friday, but this is threatening a major breakout here. If this can hold strength over ~$23, then there is a clear path into ~$26 next.

Gold | daily

Not a good look for this chart short-mid term. Losing the 20/50 day MAs and breaking below the rising support level we have been monitoring with clients. On continuation lower, we are monitoring the ~$3,150 pivot beow.

*For updated analysis on the financial markets, our clients receive in-depth analysis DAILY within our TA Market Prep. View our latest report HERE

TA Capital Research Performance

We continue to help our clients successfully navigate this volatile market in 2025. Below is the YTD performance for each of our model portfolios:

Our model portfolios continue to help our clients successfully navigate the market — 3 out of 5 model portfolios in the double-digits YTD.

In addition to our Model Portfolio and consistent Research Reports, we provide our clients with daily Premium Watchlists — as well as chart alerts when these setups breakout.

Attached is the YTD performance of our Premium Watchlist Chart Alerts through April 2025.

* Chart alerts are considered “live” for 4-weeks after the initial alert

Key Takeaways:

• Outperforming the S&P 500 by an average of ~16% per month

• Net profit of 2,303.49% on the year

• 73.25% of our alerts have provided a 5%+ move higher

• 54.14% of our alerts have provided a 10%+ move higher

If you are interested in trying TA Capital Research for free, we would love the opportunity to work with you! You can start your free trial HERE

The information and analysis provided in this report are for informational purposes only and should not be construed as investment advice or a recommendation for any specific investment strategy, product, or service. Past performance is not indicative of future results, and all investments carry risks, including the potential loss of principal. TA Capital Research makes no representations or warranties regarding the accuracy or completeness of the information presented and does not assume any responsibility for any decisions made based on this report.