There’s a New Stock on My Radar as We Wait for Micron
A powerful rotation continues.
There was a quick bounce in tech stocks, but I don’t trust it to last. Meanwhile, I’m building a July shopping list.
Here’s why the setup is difficult as well as one area where the action is working.
Stock picking is working as the indexes struggle.
Here’s how I’m playing a solid reaction to the Iran deal but no euphoria.