A Shift in Market Character Calls for a Shift in Tactics
Bonds are hurting the market and it is time to react to the damage being done.
Tweet of the Day
Position: None
Has Inflation Rung the Bell on a Stock Market Top?
A sharp rise in PPI could be the signal that bears have been looking for. Should investors care?
Howling About Food Inflation
Wolf Street howls about “slugflation.”
There’s Good News and Bad News
Let’s take a look at the positives and negatives within recent market action.
A Low-Priced Biotech Is Back in the Bargain Bin – And I’m Adding
This beaten-down small-cap offers rich options premiums, and an attractive setup.
Bearish Bets: 3 Stocks That Are in Defined Downtrends
It is difficult to hold a long position in a stock that is not keeping up with the market trend.
The Party You Think You’re Missing
The hardest part of this market is not financial. It is the feeling that everyone else is getting rich, and you are doing something wrong.
We’re Tracking 28 Signals Across 9 Pro Portfolio Investment Themes
Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.
Portfolio Actions – Test Including ETF
| Symbol | Transaction Type (Sell/Buy) | # Shares Traded |
|---|---|---|
| SPY | Buy | 65 |
| AXP | Buy | 80 |
| URI | Sell | 100 |
| PLTR | Sell | 450 |
| NVDA | Sell | 525 |
We are buying SPY and AXP.
| Symbol (Add to Bullpen) |
|---|
| QQQ |
| MMM |
We are adding QQQ and MMM to our bullpen
| Symbol (Remove from Bullpen) |
|---|
| NIO |
| idxx |
We are removing AMAT and MMM from our bullpen
| Symbol | Price Target |
|---|---|
| META | 600 |
| CRDO | 230 |
| Symbol | Panic Price |
|---|---|
| META | 520 |
| CRDO | 140 |