Amid Rotation, I’m Adding to an Obscure Biotech and a Magnificent 7 Stock
Here’s my plan as AI stocks are sliding while money moves into the names that struggled for months, and biotech is leading the way.
Hot CPI Shakes Leaders and That’s What the Market Needed
Stocks were slammed after a hot core CPI report, but bonds rallied and biotech rose.
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.
This Is a Good Time to Make a Stock-Picking List
As biotech is getting hit and we’re seeing ETF-driven selling, I smell opportunity for sharp traders.
New Grades, Price Targets for the Top-3 Stocks in Market’s Hottest Sector
Biotech stocks are heating up, as the use of AI technologies accelerates new drug discoveries.
A Welcome Relief Bounce, But Don’t Be Too Trusting
While breadth is strong, new lows still outnumber new highs two to one.
Warsh Says Money Is Too Easy, Spiking Odds of a Rate Hike
September hike odds jumped on one sentence about underlying inflation from the Federal Reserve chair.
Scott Bessent’s Surprise Bond Move Helped, But Moderna Does the Heavy Lifting
The indices held up on one biotech breakthrough while the Nasdaq lost ground.
Small Caps Are Where the Money Is Going
The senior indices sold off while the Russell 2000 gained and breadth stayed positive.
This Micro-Cap Just Got Big News: A Deal With Amazon. Here’s How to Trade It
The indexes are hiding a lack of market leadership, but I have spotted an energetic trade.