The Setup Bears Have Been Waiting for Is Here
Here are the three things that triggered the selling, what to watch now and my strategy for this difficult market.
Palantir Breaks Support as Market Action Deteriorates Into the Close
Here’s why the setup is difficult as well as one area where the action is working.
This Recent Pick Is Up 50% Monday and Looks Like a New Biotech Leader
Stock picking is working as the indexes struggle.
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.
Inflation Concerns to Battle With the AI Growth Narrative
Here’s my strategy with AI bubble worries now competing with a Fed preparing for potential rate hikes.
Warsh Is in No Rush to Cut Rates — And the Market Reacts
Hopes were high for some dovish comments but the new Fed Chair failed to deliver.
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.
SpaceX IPO Grows Oversubscribed With Emotions High
The market faces an interesting setup going into Elon Musk’s IPO.