While the Market Trades According to My Plan, Sentiment Makes a Shift
We got the bounce I expected, but a change in sentiment has me rethinking the next move.
We got the bounce I expected, but a change in sentiment has me rethinking the next move.
Most investors treat earnings reactions like a bet at the casino. Here’s the smarter approach.
If you came into the month banking on a higher July, you are surely disappointed right now.
Prepping for hyperscaler earnings and chatting on three others in the Portfolio.
A classic Monday morning bull trap has snapped, and selling pressure is ramping up again.
Stocks were mostly down this past week and felt the heat from semiconductor names.
Is it still the semis’ world that we’re living in or will the market show some real fear?
The equal-weight RSP solves the S&P 500’s concentration problem, but not for free. Which one makes sense for you?
We raised a few price targets, added to three holdings, and locked in big gains in another.
Is intense selling in AI-related names getting the market too bearish in front of key reports?