Maxim No. 1
The more years I spend listening to the talking heads in the investment business, the more I realize so much is B.S.:
Position: None
Wednesday Afternoon Market Stats
Breadth
S&P 500 Sectors
% Movers
Nasdaq 100 Heat Map
Position: None
Adding to 3 Longs
I’m adding to private equity longs:
* $APO $118.22
* $BX $119.37
* $KKR $92.44
An investment and not a trade.
Position: Long APO (S), BX (S), KKR (S)
Tech (XLK) vs Financials (XLF)
At 2:20 p.m.:
Position: None
Why Underappreciated NetApp Is Ready to Rally
Another holding in my Select Equity strategy, NTPAP’s growth catalysts are too hard to ignore.
Tactics (Part Deux)
I strongly believe that the second half of this year will be filled with volatility and opportunity.
I will likely be trading more aggressively than I have in the past.
Position: None
Chart of the Day: Is That an Uptrend I See in Microsoft?
The beleaguered software and AI/gaming name has started its journey from deep oversold.
VIDEO: Our Big Tech Holding Wants to Challenge AWS, Azure and Google Cloud
Plus, reviewing the latest economic data and some positive findings on inflation.
Nike Rallies as Execution Improves but There’s a Problem
The once-prestigious apparel firm has turned some heads on Wall Street.