I’m Ultra Cautious as Exposure’s at the Max, Retail Sales Loom, Iran Digs In
Here’s my game plan and take on the market action, incoming economic data, and volatile geopolitical scene.
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.