Investing Engines Dashboard
Peterson Fund
Readings from the 12,383,153 data-points that run our engines.
1.8M proprietary, non-public data-points.
36.72% annualized return on realized trades as of Aug-2026.
AI risk appetite
as of Sep 1A daily temperature reading of our AI's appetite for risk. High readings mean it sees opportunity worth pursuing; lower means it's waiting and watching.
Market nervousness
as of Sep 2How much of the market is pricing in unusual worry right now. Higher means more companies are bracing for a bumpy ride.
Market breadth
as of Sep 1- Above their long-term trend53%
- Above their short-term trend42%
- Near a one-year high13%
- Near a one-year low12%
How many companies are participating in the market's move, not just the biggest names. Broad participation is a healthier market than a narrow one.
Sector momentum
as of Sep 1| Sector | 1w | 1m | 3m |
|---|---|---|---|
| Health Care | -0.6% | +6.3% | +13.7% |
| Industrials | -1.3% | +4.6% | -10.5% |
| Consumer Defensive | -0.6% | +4.0% | +2.6% |
| Consumer Cyclical | +2.6% | +3.9% | +2.4% |
| Financials | -0.9% | +1.1% | +0.2% |
| Materials | +0.4% | -0.2% | +0.6% |
| Energy | -3.1% | -0.3% | -10.0% |
| Communication Services | +2.8% | -1.7% | +3.1% |
| Utilities | -0.2% | -4.0% | -13.0% |
| Information Technology | 0.0% | -5.3% | -13.4% |
| Real Estate | -6.9% | -7.2% | -18.9% |
Which parts of the market have been leading and lagging over the past week, month, and quarter.
Insider buying vs. selling
trailing 30 days- Technology2% buying
- Healthcare4% buying
- Financial Services16% buying
- Industrials15% buying
- Consumer Cyclical16% buying
- Communication Services11% buying
- Energy31% buying
- Real Estate33% buying
When company executives and directors trade their own shares, how often they were buying rather than selling, by sector. Selling is normal; a rise in buying is the interesting signal.
Agency attention by sector
trailing 4 weeks- Healthcare21%
- Technology17%
- Financial Services15%
- Consumer Cyclical13%
- Industrials13%
- Consumer Defensive8%
- Basic Materials4%
- Real Estate4%
Where government and agency actions, to include approvals, enforcement, filings, and rulings, have been concentrating over the past month, by sector.
What kind of action
trailing 4 weeks- Mergers & acquisitions31%
- Lawsuits22%
- Share issuance14%
- Leadership changes14%
- Health approvals & rejections9%
- Enforcement3%
- Insider buying3%
- Activist investors1%
The mix of notable company events on the public record this month, from deals and lawsuits to approvals and leadership changes.
Earnings season
next 4 weeks| Sector | wk of Aug 3163% | wk of Sep 720% | wk of Sep 148% | wk of Sep 219% |
|---|---|---|---|---|
| Technology | 14% | 7% | 1% | 2% |
| Consumer Cyclical | 10% | 5% | 0% | 3% |
| Industrials | 13% | 3% | 1% | 1% |
| Healthcare | 7% | 2% | 3% | 0% |
| Consumer Defensive | 4% | 2% | 1% | 0% |
| Financial Services | 6% | 0% | 0% | 0% |
| Communication Services | 4% | 0% | 1% | 0% |
| Basic Materials | 3% | 0% | 0% | 1% |
Where the coming weeks' company results are concentrated. Darker cells mean a busier week for that sector.
The week ahead
scheduled releases- Wed, Sep 2
- ADP Employment Change (Aug)
- Beige Book
- EIA Crude Oil Stocks Change (Aug/28)
- EIA Gasoline Stocks Change (Aug/28)
- Factory Orders MoM (Jul)
- Fed Beige Book
- MBA 30-Year Mortgage Rate (Aug/28)
- Thu, Sep 3
- Continuing Jobless Claims (Aug/22)
- Initial Jobless Claims (Aug/29)
- ISM Non-Manufacturing PMI (Aug)
- ISM Non-Manufacturing Prices (Aug)
- ISM Services PMI (Aug)
- Jobless Claims 4-Week Average (Aug/29)
- Balance of Trade (Jul)
- Exports (Jul)
- Fed Hammack Speech
- Fed Waller Speech
- Imports (Jul)
- ISM Non-Manufacturing Employment (Aug)
- Fri, Sep 4
- Non Farm Payrolls (Aug)
- Nonfarm Payrolls Private (Aug)
- U-6 Unemployment Rate (Aug)
- Unemployment Rate (Aug)
- Average Hourly Earnings MoM (Aug)
- Average Hourly Earnings YoY (Aug)
- CFTC Crude Oil speculative net positions
- CFTC Gold Speculative net positions
- CFTC Nasdaq 100 speculative net positions
- CFTC S&P 500 speculative net positions
- Participation Rate (Aug)
- Sun, Sep 6
- OPEC Meeting
Government and central-bank releases on the calendar for the coming days. Bold items tend to move markets.