{"id":24696,"date":"2025-08-01T07:30:00","date_gmt":"2025-08-01T11:30:00","guid":{"rendered":"https:\/\/jeffclarktrader.com\/market-minute\/?p=24696"},"modified":"2025-07-31T13:01:51","modified_gmt":"2025-07-31T17:01:51","slug":"big-money-runs-trading-volume","status":"publish","type":"post","link":"https:\/\/jeffclarktrader.com\/market-minute\/big-money-runs-trading-volume\/","title":{"rendered":"Big Money Runs Trading Volume&#8230;"},"content":{"rendered":"\n<div class=\"card card-body bg-light mb-4 mt-4\">\n<p><strong>Managing Editor\u2019s Note:&nbsp;<\/strong>Today, we\u2019re handing the reins over to our colleague Jason Bodner.<\/p>\n<p>Jason is an expert at finding \u201cBig Money\u201d companies that avoid hype and outperform the market based on fundamentals.<\/p>\n<p>And with that, he has developed the incredible \u201c<a href=\"https:\/\/secure.tradesmith.com\/?cid=MKT816539&amp;eid=MKT845086&amp;step=start&amp;plcid=PLC232506&amp;SNAID=%25%25SNAID%25%25&amp;email=%25%25emailaddr%25%25&amp;encryptedSnaid=%25%25ENCRYPTEDSNAID%25%25&amp;emailjobid=%25%25jobid%25%25&amp;emailname=%25%25emailname_%25%25\">Quantum Edge System<\/a>\u201d that helps him find these winners.<\/p>\n<p>See how it works below&#8230;<\/p>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Big Money Runs Trading Volume&#8230;<\/h2>\n\n\n\n<p><strong>BY JASON BODNER, EDITOR, <em>QUANTUM EDGE PRO<\/em><\/strong><\/p>\n\n\n\n<p>Sometimes the simplest truths are also the most powerful\u2026 and profitable.&nbsp;<\/p>\n\n\n\n<p>Here\u2019s one: The only thing that makes a stock go up is people buying it.&nbsp;<\/p>\n\n\n\n<p>A company can have the best balance sheet in the world. It can be trying to cure cancer and end world hunger at the same time. It can even be cheap, all at the same time.&nbsp;<\/p>\n\n\n\n<p>If nobody\u2019s buying, it\u2019s not going up.&nbsp;&nbsp;<\/p>\n\n\n\n<p>That\u2019s why money flows are the bedrock of my approach. Especially&nbsp;<strong>Big Money<\/strong>&nbsp;flows.&nbsp;&nbsp;<\/p>\n\n\n\n<p>I\u2019m talking about the largest investors in the world who build positions worth millions or even billions of dollars.&nbsp;&nbsp;<\/p>\n\n\n\n<p>Here\u2019s another simple, powerful truth: Big Money constitutes 70% to 90% of all daily trading volume.&nbsp;&nbsp;<\/p>\n\n\n\n<p>So it\u2019s critical for investors to know: 1) whether Big Money is buying or selling overall and 2) what it\u2019s buying or selling.&nbsp;<\/p>\n\n\n\n<p>If you miss that, you miss 80% or more of what\u2019s actually happening in the market.&nbsp;&nbsp;<\/p>\n\n\n\n<p>Simple, powerful, profitable, and true.&nbsp;&nbsp;&nbsp;<\/p>\n\n\n\n<p>Since the market\u2019s April 8 bottom, money has poured into stocks. So much so that the flows have been historically lopsided in favor of buying. My&nbsp;<strong><a href=\"https:\/\/secure.tradesmith.com\/?cid=MKT816539&amp;eid=MKT845086&amp;step=start&amp;plcid=PLC232506&amp;SNAID=%25%25SNAID%25%25&amp;email=%25%25emailaddr%25%25&amp;encryptedSnaid=%25%25ENCRYPTEDSNAID%25%25&amp;emailjobid=%25%25jobid%25%25&amp;emailname=%25%25emailname_%25%25\">Quantum Edge system\u2019s<\/a><\/strong>&nbsp;algorithms show that inflows<em>&nbsp;<\/em>have outnumbered outflows by more than five to one since then. Of the unusual money flow signals we track \u2013 that is, the heavy-duty institutional flows \u2013 83.6% are&nbsp;<strong>buys<\/strong>.&nbsp;<\/p>\n\n\n\n<p>You can see the bullish imbalance on the chart below. Those green bars that get taller and taller represent the number of Big Money inflow signals each trading day:&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"624\" height=\"422\" src=\"https:\/\/jeffclarktrader.com\/market-minute\/wp-content\/uploads\/2025\/07\/8.1.25-jmu.png\" alt=\"\" class=\"wp-image-916365\" style=\"width:900px;height:auto\" srcset=\"https:\/\/jeffclarktrader.com\/market-minute\/wp-content\/uploads\/2025\/07\/8.1.25-jmu.png 624w, https:\/\/jeffclarktrader.com\/market-minute\/wp-content\/uploads\/2025\/07\/8.1.25-jmu-300x203.png 300w, https:\/\/jeffclarktrader.com\/market-minute\/wp-content\/uploads\/2025\/07\/8.1.25-jmu-583x394.png 583w\" sizes=\"auto, (max-width: 624px) 100vw, 624px\" \/><\/figure>\n\n\n\n<p><em>Source: MoneyFlows.com<\/em><\/p>\n\n\n\n<p>Those red bars that you can hardly see are the number of unusual outflows. Basically zilch.&nbsp;<\/p>\n\n\n\n<p>So, then, if Big Money is buying\u2026&nbsp;<em>what<\/em>&nbsp;are they buying?&nbsp;<\/p>\n\n\n\n<p>More good news: The bulk of the inflows are going into smaller stocks and growth sectors like Technology, Discretionary, and Industrial.&nbsp;&nbsp;<\/p>\n\n\n\n<p>This is a \u201crisk-on\u201d investing characteristic of bull markets, not \u201chunker-down\u201d investing or \u201cwait-to-see-what-happens\u201d investing.&nbsp;<\/p>\n\n\n\n<p>Since May 12, when President Trump first delayed tariffs, 83.5% of all inflow signals are in small- to mid-cap stocks \u2013 companies valued at $50 billion or less.&nbsp;&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"600\" height=\"400\" src=\"https:\/\/jeffclarktrader.com\/market-minute\/wp-content\/uploads\/2025\/07\/8.1.25-jmu-2.png\" alt=\"\" class=\"wp-image-916368\" style=\"width:900px;height:auto\" srcset=\"https:\/\/jeffclarktrader.com\/market-minute\/wp-content\/uploads\/2025\/07\/8.1.25-jmu-2.png 600w, https:\/\/jeffclarktrader.com\/market-minute\/wp-content\/uploads\/2025\/07\/8.1.25-jmu-2-300x200.png 300w, https:\/\/jeffclarktrader.com\/market-minute\/wp-content\/uploads\/2025\/07\/8.1.25-jmu-2-591x394.png 591w\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" \/><\/figure>\n\n\n\n<p><em>Source: MoneyFlows.com<\/em><\/p>\n\n\n\n<p>We see a similar appetite in the sectors. A whopping 67% of inflows have gone into growth sectors. Specifically:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Technology: 19.4%\u00a0<\/li>\n\n\n\n<li>Financials: 18.6%\u00a0<\/li>\n\n\n\n<li>Industrials: 14.4%\u00a0<\/li>\n\n\n\n<li>Consumer Discretionary: 12.9%\u00a0<\/li>\n<\/ul>\n\n\n\n<p>The opposite is also true. We see hardly any buying in defensive sectors that investors run to when they\u2019re afraid or uncertain.&nbsp;&nbsp;<\/p>\n\n\n\n<p>Utilities, which saw a lot of inflows earlier this year during the turmoil, had just 1.5% of the recorded buys.&nbsp;<\/p>\n\n\n\n<p>This data bodes extremely well for stocks. I expect some seasonal weakness in August and September, so volatility could tick up in the short term, but Big Money is leaning heavily into growth and not hedging for a collapse.&nbsp;&nbsp;<\/p>\n\n\n\n<p>To ride those Big Money waves, the strongest opportunities are growth stocks valued under $50 billion.&nbsp;&nbsp;<\/p>\n\n\n\n<p>Stocks like<strong>&nbsp;Celestica (CLS).&nbsp;<\/strong>&nbsp;<\/p>\n\n\n\n<p>It\u2019s not a household name. It\u2019s on the smaller side. And it\u2019s been a killer stock.&nbsp;<\/p>\n\n\n\n<p>Celestica makes electronics components and manages supply chains for customers. It\u2019s also recently expanded into high-growth themes like data centers, AI, and automation.&nbsp;<\/p>\n\n\n\n<p>I recommended CLS in&nbsp;<strong><em><a href=\"https:\/\/secure.tradesmith.com\/?cid=MKT816539&amp;eid=MKT845086&amp;step=start&amp;plcid=PLC232506&amp;SNAID=%25%25SNAID%25%25&amp;email=%25%25emailaddr%25%25&amp;encryptedSnaid=%25%25ENCRYPTEDSNAID%25%25&amp;emailjobid=%25%25jobid%25%25&amp;emailname=%25%25emailname_%25%25\">Quantum Edge Pro<\/a><\/em><\/strong>&nbsp;last summer when its market cap was $6.4 billion. Share prices have surged 276% in that time, lifting the valuation to $25 billion. But that\u2019s still in the most active buying zone right now.&nbsp;<\/p>\n\n\n\n<p>I highlight CLS because it has been a huge winner since the April 8 lows, soaring 194% in less than four months. Big Money started accumulating shares in unusually large fashion on May 14 when my&nbsp;<strong><a href=\"https:\/\/secure.tradesmith.com\/?cid=MKT816539&amp;eid=MKT845086&amp;step=start&amp;plcid=PLC232506&amp;SNAID=%25%25SNAID%25%25&amp;email=%25%25emailaddr%25%25&amp;encryptedSnaid=%25%25ENCRYPTEDSNAID%25%25&amp;emailjobid=%25%25jobid%25%25&amp;emailname=%25%25emailname_%25%25\">Quantum Edge system<\/a><\/strong>&nbsp;picked up the first inflow signal. Nine more have followed, including Monday and Tuesday.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"600\" height=\"382\" src=\"https:\/\/jeffclarktrader.com\/market-minute\/wp-content\/uploads\/2025\/07\/8.1.25-jmu-3.png\" alt=\"\" class=\"wp-image-916371\" style=\"width:901px;height:auto\" srcset=\"https:\/\/jeffclarktrader.com\/market-minute\/wp-content\/uploads\/2025\/07\/8.1.25-jmu-3.png 600w, https:\/\/jeffclarktrader.com\/market-minute\/wp-content\/uploads\/2025\/07\/8.1.25-jmu-3-300x191.png 300w\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" \/><\/figure>\n\n\n\n<p><em>Source: MoneyFlows.com<\/em><\/p>\n\n\n\n<p>Tuesday was especially notable because the heavy buying \u2013 12 times average daily volume \u2013 came on a 16.5% shot higher after Celestica beat earnings and sales expectations and raised full-year guidance \u2013 the sought-after \u201cdouble beat and raise\u201d that often lights a fire under stocks.&nbsp;<\/p>\n\n\n\n<p>Shares have long exceeded my initial recommended buy price, so we\u2019re riding the big gains higher. I will say that CLS\u2019s Quantum Score is 75.9, which is still in the optimal zone that gives it a high probability of future upside.&nbsp;&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"624\" height=\"380\" src=\"https:\/\/jeffclarktrader.com\/market-minute\/wp-content\/uploads\/2025\/07\/8.1.25-jmu-4.png\" alt=\"\" class=\"wp-image-916374\" style=\"width:900px;height:auto\" srcset=\"https:\/\/jeffclarktrader.com\/market-minute\/wp-content\/uploads\/2025\/07\/8.1.25-jmu-4.png 624w, https:\/\/jeffclarktrader.com\/market-minute\/wp-content\/uploads\/2025\/07\/8.1.25-jmu-4-300x183.png 300w\" sizes=\"auto, (max-width: 624px) 100vw, 624px\" \/><\/figure>\n\n\n\n<p><em>Source: TradeSmith Finance<\/em><\/p>\n\n\n\n<p>The soaring stock price has bumped the Technical Score up to 85.3, which is not yet overbought but getting close.&nbsp;&nbsp;<\/p>\n\n\n\n<p>We may see a fantastic buying opportunity in the coming weeks if CLS pulls back in seasonal weakness or even a natural pause after such a big run.&nbsp;&nbsp;<\/p>\n\n\n\n<p>Celestica has all the characteristics I look for that make higher prices likely \u2013 strong fundamentals, strong technicals, and those all-important Big Money inflows. I rely on these data points in my own investing and in&nbsp;<em>Quantum Edge Pro<\/em>, where we focus on&nbsp;<strong><a href=\"https:\/\/secure.tradesmith.com\/?cid=MKT816539&amp;eid=MKT845086&amp;step=start&amp;plcid=PLC232506&amp;SNAID=%25%25SNAID%25%25&amp;email=%25%25emailaddr%25%25&amp;encryptedSnaid=%25%25ENCRYPTEDSNAID%25%25&amp;emailjobid=%25%25jobid%25%25&amp;emailname=%25%25emailname_%25%25\">smaller stocks with bigger potential.&nbsp;<\/a><\/strong><\/p>\n\n\n\n<p>And that\u2019s what\u2019s appealing about Celestica right now. It is where the Big Money is flowing in terms of market capitalization and sectors, providing even more juice for bigger profits in the future.&nbsp;<\/p>\n\n\n\n<p>\u00a0Talk soon,<\/p>\n\n\n\n<p>Jason Bodner\u202f<\/p>\n\n\n\n<p>Editor,\u202fQuantum Edge Pro<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Sometimes the simplest truths are also the most powerful\u2026 and profitable. <\/p>\n","protected":false},"author":100,"featured_media":0,"comment_status":"closed","ping_status":"0","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"service":"","footnotes":""},"categories":[1],"tags":[],"publication":[10],"person":[49],"newsletter-type":[],"ticker":[],"class_list":["post-24696","post","type-post","status-publish","format-standard","hentry","category-market-minute","publication-market-minute","person-jason-bodner"],"acf":[],"_links":{"self":[{"href":"https:\/\/jeffclarktrader.com\/market-minute\/wp-json\/wp\/v2\/posts\/24696","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/jeffclarktrader.com\/market-minute\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/jeffclarktrader.com\/market-minute\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/jeffclarktrader.com\/market-minute\/wp-json\/wp\/v2\/users\/100"}],"replies":[{"embeddable":true,"href":"https:\/\/jeffclarktrader.com\/market-minute\/wp-json\/wp\/v2\/comments?post=24696"}],"version-history":[{"count":3,"href":"https:\/\/jeffclarktrader.com\/market-minute\/wp-json\/wp\/v2\/posts\/24696\/revisions"}],"predecessor-version":[{"id":24708,"href":"https:\/\/jeffclarktrader.com\/market-minute\/wp-json\/wp\/v2\/posts\/24696\/revisions\/24708"}],"wp:attachment":[{"href":"https:\/\/jeffclarktrader.com\/market-minute\/wp-json\/wp\/v2\/media?parent=24696"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/jeffclarktrader.com\/market-minute\/wp-json\/wp\/v2\/categories?post=24696"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/jeffclarktrader.com\/market-minute\/wp-json\/wp\/v2\/tags?post=24696"},{"taxonomy":"publication","embeddable":true,"href":"https:\/\/jeffclarktrader.com\/market-minute\/wp-json\/wp\/v2\/publication?post=24696"},{"taxonomy":"person","embeddable":true,"href":"https:\/\/jeffclarktrader.com\/market-minute\/wp-json\/wp\/v2\/person?post=24696"},{"taxonomy":"newsletter-type","embeddable":true,"href":"https:\/\/jeffclarktrader.com\/market-minute\/wp-json\/wp\/v2\/newsletter-type?post=24696"},{"taxonomy":"ticker","embeddable":true,"href":"https:\/\/jeffclarktrader.com\/market-minute\/wp-json\/wp\/v2\/ticker?post=24696"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}