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The Daily Number Articles

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Growth vs Value 08212025

Today's number is... 2.22

That’s the prior cycle high in the Growth vs Value ratio — and price just broke back below it.

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  • The top panel plots...
The Daily Number
Grant
1D ROC Market Cap Decile SP500

Today's number is... -0.6%

The S&P 500 Index fell by -0.6% yesterday — but under the surface, most stocks finished higher.

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The Daily Number
Grant
AAII Bulls Bears Spread 08192025

Today's number is... -16.3

The AAII Bull-Bear Spread dropped to -16.3, telling us that more retail investors expect stocks to fall than rise.

Here’s the chart:

 

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The Daily Number
Grant
Core Leadership Model 08182025

Today's number is... 6.2

My Core Leadership Model — a composite of short-, intermediate-, and long-term breadth is sitting firmly in the strong leadership zone.

Here’s the chart:

 

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The Daily Number
Grant
Stress Index 08152025

Today's number is... 2

These are two key stress metrics I follow — the BofA US High Yield Option-Adjusted Spread and the St. Louis Fed Financial Stress Index — and they’re near their lows, telling me there’s not...

The Daily Number
Grant
Philadelphia Gold - Silver Index 08112025

Today's number is... 230.3

The Philadelphia Gold & Silver Index closed at the end of last week at 230.3, which is a fresh all-time high — its first in over 14 years.

Here’s the chart:

 

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The Daily Number
Grant
MCvsEW 08082025

Today's number is... 22

The S&P 500 market-cap vs equal-weight ratio just cleared a long-term base — its first breakout in 22 years.

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The Daily Number
Grant
SPXAprilLows

Today's number is... 29%

The largest S&P 500 stocks have gained an average of 29% since April — leading from the front, with no signs of stress.

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The Daily Number
Grant
XLP SPY 08012025

Today's number is... 0.126

This is the lowest reading ever for Consumer Staples vs. the S&P 500.

Here’s the chart:

 

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  • The top panel plots the XLP/SPY ratio in...
The Daily Number
Grant
QS NS QW NW 07302025

Today's number is... 4

That’s how many market regimes this model tracks — and right now we’re sitting in the most bullish one.

Here’s the chart:

 

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The Daily Number
Grant
SPX SimpleTrend 07282025

Today's number is... 180

That’s how many S&P 500 stocks are currently in a full 4-for-4 uptrend — the highest count since December 2024.

Here’s the chart:

 

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The Daily Number
Grant
500 1PercentDays 07252025

Today's number is... 21

That’s 21 straight sessions the S&P 500 has gone without a ±1% daily move — the longest stretch of calm in 2025.

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The Daily Number
Grant
MSCI Global MA Composite 07232025

Today's number is... 100%

That’s full global alignment — My Global Composite remains at 100%, with every major region trending higher.

Here’s the chart:

 

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The Daily Number
Grant
Russell GvV 1k 07222025

Today's number is... 2nd

That’s where the Growth vs. Value ratio now sits — just below its all-time high from December 2024.

Here’s the chart:

 

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  • The black...
The Daily Number
Grant