There's an ETF called EQRR. ProShares Equities for Rising Rates. It holds 51 stocks designed to outperform when interest rates go up.

It just made new all time highs.

That weekly chart is five years of chop between $42 and $63.. then a clean breakout in late 2025 that has not looked back. While the S&P is down 3.5% this year, this thing is quietly at $69.74 and accelerating.

Nobody is talking about it.

Look at what it owns.

All energy. All up 30%+ this year. OXY up 51%. Valero 44%. ConocoPhillips 38%. The S&P is negative. These names are running like it's 2022 all over again.

After the energy names it's travel and hospitality. Marriott. Royal Caribbean. Delta. Southwest. The companies that do well when the economy is hot enough to keep rates elevated. Then financials. JPMorgan. Interactive Brokers. Ameriprise.

This isn't a random basket. It's built on decades of data about what works when rates rise. And the market is voting with its dollars that this environment isn't going away.

The consensus for the last 18 months has been "rates are coming down." The Fed will continue to cut. Bonds will rally. Growth will continue to rip. Buy tech.

That trade is not working this year.

The 2 year yield just spiked back above the Fed Funds rate. 3.88% vs 3.75%. The last time the 2Y led higher like this was 2021.. right before the most aggressive hiking cycle in 40 years. The bond market is telling you cuts are likely not coming anytime soon. And when the bond market and the Fed disagree, bet on the bond market.

Crude is above $90. Managed money is net long contracts in oil futures. Inflation is sticky. The long end hasn't budged.

EQRR doesn't care about the next Fed meeting. It cares about what's actually happening. And what's happening is that stocks that outperform when rate expectations remain elevated are winning.

Our current portfolio is built on the same thesis.

We just rolled an XOM trade while banking +1,000% in profits.

CVX sold the double. +150% on the options.

PBR is +52% and moving toward its double target.

EQNR is scoring an 80 in our Flow Score right now.. Norwegian state oil selling crude at Brent prices while the Street is obsessed with timing the software bottom.

Four energy names in the Market Blueprint portfolio. All with perfect trend scores. All positioned for exactly what EQRR is telling you.

Follow what the market is telling you. Not the narrative.

Profits Over Prophets,

Hamilton

PS — Blueprint members get the full sector ranking every Saturday. Energy has been #1 for weeks. Three reports. Flows for every major asset class, capital leaders, and smart money exits. [See what you're missing.]​