Is Big Tech Out of Ideas?
Position: None
Seven Weeks of Trading and We’ve Gone Nowhere
There’s been a lot of movement among individual names since May 6th, but the major indexes have nothing to show for it.
VIDEO: Insights on PMI and Inflation With the Schwab Network
Falling oil and energy prices bode well for easing inflation metrics ahead.
The Rotation Out of AI Plays Out
The setup I have been describing for two weeks is now playing out. Here’s my best advice.
Tuesday’s After-Hours Advancers and Decliners
After-Hours % Advancers
After-Hours % Decliners
Position: None
Tuesday’s Closing Market Stats
Closing Volume
– NYSE volume 12% below its one-month average
– NASDAQ volume 42% above its one-month average
– VIX index: up 12.73% to 19.48
Breadth
S&P 500 Sectors
% Movers
Nasdaq 100 Heat Map
Closing S&P 500 Heat Map
Position: None
Ed Zitron on Bullish Consensus
Position: None
My Tweet of the Day (Part Deux)
Position: None
Cisco and Ciena Comments Support Our AI-Driven Networking Thesis
They also keep us bullish on these Pro Portfolio positions.