Opportunities Are Developing as Rotation Action Hits Again
Here is an example of some trading tactics I’m employing on a new position.
Chips Under Pressure as Rotation Remains the Key Market Theme
This is not unhealthy action. Here’s how I’m playing it.
The Chips Are Down, the Mags Are Up as the Pendulum Swings
Trump’s defense of data centers helps the market bounce back from an ugly morning.
This Micro-Cap Just Got Big News: A Deal With Amazon. Here’s How to Trade It
The indexes are hiding a lack of market leadership, but I have spotted an energetic trade.
Inflation Cools, but the Market Still Lacks Leadership
The focus turns to earnings as AI and chip leaders struggle.
A Market Tale Full of Sound and Fury Signifying Nothing
It was an extremely busy day with 8 major events, but there was only a muted market reaction.
Broken Charts, Bullish Analysts: How I’m Trading Data Center Stocks
The big data center names have strong revenue growth and demand that will last years, but is it time to buy?
Inflation Concerns Explode as Oil Surges and AI Spending Worries Jump
Bank earnings, CPI, and Warsh testimony will keep investors focused on inflation.
3 Inflation Drivers Are Making the Market Weaker Than it Looks
Inflation and interest rates drove poor action but things are even worse than they appear.
Apple Is the One Bright Spot on a ‘Dismal’ Day. This Is Why.
Here’s what bothers me most about this market and four names I’m eyeing on pullbacks.