A Feast or Famine Market, Bordering on Gluttony
Pockets of frothy action, covering up broad weakness, leave investors in a ‘tricky spot.’
Pockets of frothy action, covering up broad weakness, leave investors in a ‘tricky spot.’
Are we due for some volatility? You betcha. Tech momentum seems to have hit a wall, with sellers beginning to take profits.
Is our team bullish, bearish, neutralish? Well, it’s complex. So, let’s dig in and see.
By my calculus, there is three times or more downside potential than upside presently.
Rolling updates on negotiations with Iran seem to have lost their meaning.
Tech-stock gains have pushed TSMC, Samsung and Hynix into the $1 trillion club, while SoftBank is the largest Tokyo listing by market cap.
I’m upping the defense as I don’t like what I see.
Let’s check latest in Iran talks as deal appears to stall; manufacturing’s apparent comeback, and sort through the mega IPOs.
Rotation and short-covering within the AI sector is holding up the market.
Is this a market of stocks or a market of tech stocks? People have stopped paying attention to anything but tech.