Chips Drive a Rebound After the Fed Selloff
The market bounced back from a Fed-induced sell-off on Thursday, but it was news about an Apple price hike that drove most of the strength.
Updates on 8 Positions as We Wait for the Fed
I’m still finding things to buy. Here’s what I’ve been up to.
Adding to a Health-Related Name as SpaceX Sucks Up the Oxygen
As the action narrows, I’m continuing to raise cash.
Why I Raised My Cash Levels as Rotation Favors Big Tech
The market had a good day on Iran news, but the action was uneven.
I’m Selling Into Strength, But Watching This High-Risk/High-Return Stock
Here’s how I’m playing a solid reaction to the Iran deal but no euphoria.
Is the Small-Cap Surge ‘Late Stage Action’ or Just Normal Rotation?
A selloff in chip stocks sparked a move into overlooked sectors ahead of the key jobs report.
Semiconductor Sell-Off Creates Powerful Rotation
Instead of causing concern, the selling in semiconductors triggered vigorous buying.
Key Stock Group Forms Double Top as Market Character Shifts
The most notable shift was increased chatter that the market might be due for a rest.
Charting the Markets: Can the Russell 2000 Push Things Higher?
Small-cap stocks are surging and if rates fall even further it might stoke a further rally.
I’m Tightly Trading Two Stocks While Protecting Gains
I’m reducing some positions, but adding this highly speculative, low-priced data center name.