Financial Stocks Benefit as Rotational Action Intensifies
Technology names led on Monday, but lower interest rates were the focus on Tuesday.
Adding to a Health-Related Name as SpaceX Sucks Up the Oxygen
As the action narrows, I’m continuing to raise cash.
The Story to Watch as Lower Oil Drives Renewed Momentum in Chip Stocks
Investors are expecting a more dovish Fed, but the market strength is narrow.
Why I Raised My Cash Levels as Rotation Favors Big Tech
The market had a good day on Iran news, but the action was uneven.
I’m Selling Into Strength, But Watching This High-Risk/High-Return Stock
Here’s how I’m playing a solid reaction to the Iran deal but no euphoria.
Does an Iran Deal Solve the Inflation Problem?
The market is celebrating the much-anticipated deal, but major obstacles are looming.
The Best Time to Research a Stock? After You Buy It
This seems counter-intuitive, but let me explain what happens after you pull the trigger — and the cost of confirmation bias.
SpaceX Has a Solid Launch But Doesn’t Reach Orbit
The next big market event will come from the Federal Reserve’s new chair.
SpaceX and Iran Are Set to Squeeze a Skeptical Market
Two big catalysts, one big question. Here are my thoughts and strategy on a notable day for the market.
SpaceX IPO Grows Oversubscribed With Emotions High
The market faces an interesting setup going into Elon Musk’s IPO.