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Pristine Weekend Watchlist 10.5.25

Andrew O'Connell, CFA, FRM's avatar
Andrew O'Connell, CFA, FRM
Oct 05, 2025
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Welcome to this week's edition of the Pristine Capital Weekend Watchlist! 👋

In this note, we’ll cover the following topics to prep for the upcoming trading week:

  • 🦾 Sector relative strength analysis across multiple timeframes

  • 🌎Macro Analysis

  • 📈Three A+ Trade Setups

And much more! Let's get started! 👇


🔗PRISTINE ALPHA TOOLS

Sector/Style Factor Relative Strength Analysis

A key part of our technical process is tracking momentum across style factors and sectors on multiple timeframes. Our goal is to follow the flow of capital and spot trend changes early

Style Factor YTD Performance

  • Momentum & Growth style factors leading in 2025👇

YTD Sector Performance

  • GDX gold miners reign supreme in an era of monetary debasement 👇

QTD Sector Performance

  • MSOS cannabis stocks were the top group in Q3, and are leading once again in Q4! Our MSOS thesis is linked HERE 👇

1-Month Sector Performance

  • There are soooo many groups performing extremely well over the last month. I’d categorize this as an anomaly

1-Week Sector Performance

  • MSOS cannabis led following the POTUS cannabis Truth Social post👇

Key Ideas/ Macro Backdrop🗝️

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