Don’t Be Fooled. There’s Ugliness Hiding Under the Surface.
The indexes Thursday did not reflect the carnage in recent leaders and chip names and the ‘aroma of fear.’
Taiwan Semi’s Higher Spending Is Spooking Markets. It Shouldn’t.
Here’s why the chip behemoth’s earnings should comfort semiconductor investors rather produce nervousness.
Opportunities Are Developing as Rotation Action Hits Again
Here is an example of some trading tactics I’m employing on a new position.
Tech Trade Gets Thorny; Hynix Hit; U.S. to Ramp Up Fight With Iran?
Here’s how I’m handle the tech trade as it gets tough; also, let’s check the latest with Iran, the semis and … some good news on inflationary data.
Chips Under Pressure as Rotation Remains the Key Market Theme
This is not unhealthy action. Here’s how I’m playing it.
As the Semis Teeter on Support, Let’s Check in on Sentiment
That 12,000 level in the Semis that was once resistance is now support. Will it hold? Will the semis make way for the others to rally?
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 ETF Says It Beats the Market. Here’s the Catch.
AVUV bets on cheap, small stocks besting the market. The edge is real, but streaky. Here’s who should consider it.
Cool CPI, Sharp Warsh, Booming Banks
Let’s check on inflation, what Fed Chief Warsh told lawmakers, the banks and my latest take on the chart.
Inflation Cools, but the Market Still Lacks Leadership
The focus turns to earnings as AI and chip leaders struggle.