The Calm Before the Storm
Lull in fighting between U.S. and Iran to be followed by big earnings by Amazon, Microsoft, Meta, and an economic data deluge. Also, a defense shortage?
Keep an Eye Out for the Chance to Sell Biotech
XBI seems to be heading toward support and a bounce would be a good chance to do some selling.
Conditions Are Ripe for Selling Into a Series of Major Events
A flood of events will soak up liquidity in exactly the sector that needs support.
Could We Be Near a Top for 2026?
The SpaceX IPO and an Iran deal could be ‘buy the rumor, sell the news’ events that mark the top of the market for the year.