The Chip Story Just Got More Complicated
AI Is bouncing, but a significant shift in the market is building. Here’s what to watch.
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.
Hot CPI Could Kill Interest Rates Hopes
Money flowed out of tech and into retail, banking, homebuilder and biotechnology on Tuesday.
A Feast or Famine Market, Bordering on Gluttony
Pockets of frothy action, covering up broad weakness, leave investors in a ‘tricky spot.’
Hot Money Rotates to Keep the Market Running
Rolling updates on negotiations with Iran seem to have lost their meaning.