Watching the Semiconductors for Clues
This remains an either/or market. But the semis are at an important point and we’re watching to see if they can rally here.
Marvell Joins the S&P 500 as We Await Micron’s ‘All-Star’ Earnings
Our eyes are on this Portfolio holding when it comes to Micron’s capex comments.
Weekly Roundup: Peace Deal, Warsh Arrives, and the Portfolio Moves Ahead
We closed three positions, began a new one, and added to two others. Plus, we look ahead to the potentially most impactful earnings report next week.
Netflix Shares Get Ready to Pop While Bond Prices Drop
Today was a pathetic excuse for a rally. But here’s what I’m watching.
May Monthly Roundup: Sell in May? No Way!
We put capital to work in several holdings, booked massive gains on two others, and added a new candidate to the Bullpen.