Time to Make Some Moves as Things Get Ugly for the $10,000 Portfolio
Four buys, one sale and one exit as we fight back and right the ship.
Bonds Are the New Safe Haven as Money Rotates Out of Tech
TSMC beat and still fell, a giant AI offering is coming, and the market wants to know what AI growth costs.
Tech Could Bounce Here, but That Doesn’t Mean the Selloff Is Over
The either/or market continued for another day with tech stocks continuing to fall. They’re nearing interesting support levels, but a bounce could be followed by more downside.
Chart of the Day: Robotics ETF Lands on Strong Support
The 200-day moving average has been a previous level for a good bounce.
The Hot CPI Report May Be the Medicine the Market Needed
A warm inflation number lets the market price in the worst case for the Fed, and biotech is already acting like it has washed out. Here’s my plan.
New Apple Price Target as HomeView Comes Into View
Apple’s HomeView will generate fresh streams of services revenue. Meanwhile, residential security stocks have plummeted.
Exiting Bank of America After $1.2 Billion AML Embarrassment
The big bank disappointed with earnings, right after news of a major government penalty.
ASML Just Told Investors Something They Shouldn’t Ignore
The chip-equipment bellwether is sending an important signal for AI and the market. Just make sure you’re in the right spots.
Will a Hot CPI Report Widen the Gap in This Two-Tier Market?
Bonds are improving, but the stocks that should benefit aren’t responding.
The Either/Or Market Remains Undefeated
The Equal Weighted indices have been on a tear lately, while the Nasdaq has not. It’s been the story of 2026. You can go with this, or you can go with that.