1/13/2025
By Charles Payne CEO & Principal Analyst

To say the S&P 500 limped into 2025 is an understatement, as the percentage of stocks outperforming the market was as low as I can recall.

Stocks and bonds have faced tough times in 2025 as the Federal Reserve and the dream of massive accommodation fade.

Four sectors eked out gains on the week, and four are higher on the year, once again pointing to investors seeking the sidelines instead of rotation when growth sectors and names struggle.

Sectors that have struggled the most over the past year are catching a bid now.

Chasing & Fishing

Last week, momentum darlings, including several “Mag Seven” names; Tesla (TSLA), Alphabet (GOOG), Meta Platforms (META), Eli Lilly (LLY), and Walmart (WMT), traded higher.

As for individual names, Walgreens Boots Alliance (WBA) was the top performer. I said last year, when it was kicked out of the Dow Jones Industrial Average (DJIA), I wouldn’t be surprised if it outperformed over the ensuing year. Investors found other chip names (Micron Technology (MU) and Super Micro Computer(SMCI)) as Nvidia (NVDA) struggled to maintain traction when it attempted to rally.

To read the full report, contact your account representative, or email Info@wstreet.com

Charles Payne
Wall Street Strategies

Add a Comment!