The Hot CPI Report May Be the Medicine the Market Needed
A warm inflation number lets the market price in the worst case for the Fed, and biotech is already acting like it has washed out. Here’s my plan.
10 Ways I Handle an Ugly Market (Including the Great Sacrifice)
Here’s my strategy for days like this, including how I make a shopping list, buy and take profits.
The Waiting Game: Here Are 12 Stocks I’m Waiting to Add
Just because stocks are lower doesn’t mean they are a good buy.
The Screens Look Worse Than the Breadth
Ugly action in technology is dragging down names that have nothing to do with AI.
Don’t Let the Poor Market Get You Down: I See Plenty of Good Charts
A classic Monday morning bull trap has snapped, and selling pressure is ramping up again.
I Don’t Know About You, But I’m Feeling These 22 Biotech Stocks
The market is in a transitional phase as we await earnings.
Strong Rotation Prevents Broad Weakness as SpaceX Joins the Nasdaq 100
The market looks tired on Monday morning, but there is some rebound in chip names.
Quarter-End Markups Make Presence Known in Tone-Setting Session
Tuesday’s stock market action was all about position for the second half of the year.
Mag 7 Action Improves, But Biotech Keeps Delivering the Real Wins
While reverse rotation drives Nasdaq bounce, poor breadth suggests it can’t be trusted.
Hot Money Rotates to Keep the Market Running
Rolling updates on negotiations with Iran seem to have lost their meaning.