Updating My Shopping List as We Await Warsh at Jackson Hole
Chips and software rally while the rest of the market struggles.
The Treasury Steps In, and I Ring the Register
I reduced three biotech winners, and not because I think they are going down.
Top 6 Stocks On My Shopping List as Market Calls for Strategy Change
It’s time to change strategy as earnings season closes and seasonal weakness creeps in.
Investors Are Nervous. I’m Getting Interested.
Dislocations driven by market conditions rather than fundamentals are creating my shopping list.
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.
Quarter-End Positioning Drives Narrow Bounce
Traders are increasing speculative action ahead of the holiday.
Stock Picking Is Working as Mag 7 and Chips Battle. Here’s What I’m Trading.
I’m heavily weighted in this one sector, while adding to one name on news.
The Power of Market Rotation
There was a quick bounce in tech stocks, but I don’t trust it to last. Meanwhile, I’m building a July shopping list.
Palantir Breaks Support as Market Action Deteriorates Into the Close
Here’s why the setup is difficult as well as one area where the action is working.