The Market Got What It Wanted. So Why Did Nobody Care?
Here’s what it means when a rate-friendly session fails to attract buying. Plus, Dick’s results raise a familiar question..
I’m Building a Bigger Position in This Fast-Growing Energy Play
One of the favorite names on my shopping list, this is a way to own the fastest-growing oil and gas fields in the world.
3 Factors Align for Bounce Action, but Don’t Be Too Trusting
Nvidia is finally bouncing after six straight down sessions.
2 Significant Positive Events Aren’t Enough to Fix the Market
A Treasury intervention and 170% move in Moderna produced only a 0.2% gain in the S&P 500.
I’m Stalking Amazon
The market is under pressure but buying opportunities are slowly developing; here’s how I’m trying to time an entry.
The Bond Market Has Doubts About This Rally
Stocks are celebrating a softer rate outlook but the bond market is flashing warnings, oil is cranking higher, and we’re bracing for the CPI report.
Slowing Market Offers Glimpse of Near Future
Without any catalysts on the horizon, Monday offered a taste of what’s to come.
The Risk of a Bull Trap Is Increasing
The market mood has improved this week, but fundamentals are still under debate.
Surge of FOMO Takes Hold as AI Trade Comes Back to Life
Poor positioning and FOMO are driving this more than lower oil and rates.
July Monthly Roundup: Keeping Our Lead After a Wild Ride
It was a busy month for the Portfolio with multiple buys and price target changes, as well as some sizable profit-taking along the way.