According to @charliebilello, a new post highlights the best performing stocks in the S&P 500 this year, providing a current momentum watchlist for traders, source: @charliebilello on X, Nov 9, 2025. Use the highlighted names to run relative strength and momentum screens versus SPY to identify continuation or mean reversion setups, source: Journal of Finance 1993, Jegadeesh and Titman, Returns to Buying Winners and Selling Losers. Check sector concentration and breadth in the winners to gauge index risk and potential crowding before sizing positions, source: S&P Dow Jones Indices research on market concentration 2023. For crypto, sustained equity risk-on leadership has coincided with higher stock-crypto correlations since 2020, implying potential beta spillover to BTC and ETH during strong equity momentum, source: International Monetary Fund 2022, Crypto Prices Move More in Sync With Stocks. Validate liquidity, earnings dates, and options implied volatility for each ticker to structure entries, hedges, or spreads efficiently, source: Cboe Options Institute 2021, Options Education on liquidity, events, and implied volatility.

According to @KobeissiLetter, the gold miners ETF GDX saw $531 million in net inflows in August, the biggest since November 2023 (source: The Kobeissi Letter on X, Sep 6, 2025). Investors bought $3.9 billion in gold-linked ETFs last week, the largest weekly inflow since April (source: The Kobeissi Letter on X, Sep 6, 2025). Year-to-date, the largest gold miners ETF has rallied 95%, outpacing gold’s 35% gain (source: The Kobeissi Letter on X, Sep 6, 2025). Newmont Corp. (NEM), the only gold miner in the S&P 500, is up 107% year-to-date, ranking as the index’s third-best performer (source: The Kobeissi Letter on X, Sep 6, 2025). The source does not indicate any direct impact on cryptocurrency markets (source: The Kobeissi Letter on X, Sep 6, 2025).