5 Thankful MAPsignals Calls in 2024

5 Thankful MAPsignals Calls in 2024

It’s been a wonderful year.

If you’re sitting around the table with healthy friends and family, that’s all that matters.

If your portfolio is at highs, even better.

Here are 5 thankful MAPsignals calls in 2024.

I love to look back and see what transpired throughout the year. It helps us reflect on where we came from, and what our message was at certain points in time.

While we aren’t always perfect, we did have some outstanding calls worthy of a victory lap.

Yes, I’m thankful we’ve been in business 10 years…my bet is that one reason is our ability to spot setups the crowd is unwilling to entertain.

Let’s review my personal favorite calls from the last 12-months.

5 Thankful MAPsignals Calls in 2024

Dropping back a year ago, most questioned the sustainability of a rally.

We couldn’t have been more excited for an eventual unsung hero of 2024: Small-caps. It wasn’t a popular take like it is today.

A year ago, market behavior began changing.

This moment let us laser-focus on one of the biggest opportunities of the year.

The number 1 call for MAPsignals was a huge bet on small-caps for 2024. In November 2023 we saw an ultra-rare power thrust day where the S&P Small Cap 600 rallied 5.49% in a session.

Whenever the S&P Small Cap 600 rallies 5% or more in a day since 1994, smaller equities surge. I’ve updated that study with the latest data.

Small-cap stocks surged 1-year post this ultra-thrust signal to the tune of 25.7%:

S&P Small Cap 600 returns post 5%+ Days since 1994 | MAPsignals

What a way to start things out. But it gets better!

The number 2 thankful call MAPsignals made occurred in December 2023 when we suggested that Financials will be the superstars of 2024.

We noted extreme buying in financial stocks like banks and asset managers. We’ve seen this signal before.

When investors scoop up a large slug of financial equities, the sector flies afterwards.

Here we signaled 111 discrete financial equities were bought on December 13th. While we haven’t made a full year, the forward returns have been nothing short of wow.

XLF is up 39.6% since December 13th:

XLF Forward returns post 65+ Financial stocks bought since 2013 | MAPsignals

Hopefully you’re seeing the power of following the Big Money. There’s more to be thankful for, though!

My number 3 favorite call this year was the non-consensus signal that a monster reversion was ahead. Only a lunatic would have suggested such things back in June.

The crowd was infatuated with mega-cap tech stocks. That was the religion.

We performed a study on the equal-weight S&P 500 suggesting it was ready to explode higher. In the past when the RSP/SPY ratio dipped below 32%, the average stock greatly outperformed the cap-weighted S&P.

We’re only 5-months into this trade. So far it’s been working as the Equal Weight S&P 500 ETF is up 15% vs just 11% for the S&P 500 ETF:

S&P 500 Eql Wght ETF (RSP) vs SPDR S&P 500 ETF (SPY) | FactSet | MAPsignals

This reversion only strengthened as small-caps finally caught the attention of the crowd after the June CPI report.

So many stocks in our data re-rated post this call. Yes, I’m thankful!

My number 4 favorite post in 2024 was Wall Street’s trade of the year is in full force. We highlighted a super rare IWM vs QQQ spread study.

To recap, here is the image from that piece when on July 11th, IWM outperformed QQQ by a stunning 5.79%. Reviewing all 4%+ spread days, it heavily favored overweighting small-caps.

1 to 12-months post this large of a spread, small-caps have been the best bet relative to large-cap tech:

FWD Returns when IWM & QQQ spread is +4% in a day | MAPsignals

While not perfect, the call to own the Russell 2000 was right as IWM is up 14.6% vs just 3.5% for QQQ since this post.

Yes, I’m still thankful!

Russell 2000 ETF (IWM) vs QQQ Trust (QQQ) | FactSet | MAPsignals

Then came the election. Our Big Money Index (BMI) started falling hard heading into the vote.

My 5th favorite post this year was titled Big Money Index signals pullback ahead. Saying a pullback was coming on October 24th may look silly a month later.

But I’ll remind you how that week from October 24th -31st saw steep declines in markets with the S&P 500 (SPY ETF) off 1.83%. Many stocks were down a lot more.

The bigger message in the writeup was the signal study near the end. It showed how November – April of election years are massively bullish for small- and mid-caps.

Here is the image for reference. Note how November kicks off a seasonally strong period of the year, especially for small- and mid-caps:

November - April bodes well for equities regardless of market capitalization | FactSet | MAPsignals

Suggesting you buy the dip wasn’t a terrible call. The S&P Mid Cap 400 is up a staggering 9.4% in November alone.

The S&P Small Cap 600 is doing better with an 11.6% gain.

I’m so very thankful.

2024 was the year of rotation and reversion. Left behind stocks become front page news. And a money flow map helped us take advantage of it.

We’re having a terrific year, and our stock picks have been some of the best yet.

The reversion trade is far from over. 2025 will see new leadership that’s already in motion today.

If you’re looking for stocks that institutions love and aren’t on the lips of the talking heads, now is a great time to take advantage of our Black Friday Deal.

By entering CYBER30 at checkout, you can get a MAP PRO annual subscription for 30% off the first year.

Markets make a lot more sense when you’ve got a money flow map in front of you!

Happy Thanksgiving everyone!