So here is what JPM thinks… One big reason you should be in the stock market right now: J.P. Morgan Boiled down, that reason is
Category: Stock Market, US
Semiconductor Index, a Half Decade Later
One upon a time we had a sector that was kicked to the curb and left as an also-ran. But in 2013, after gauging the
It Can’t Get Any Better for AMD
Morgan Stanley was forced to eat its bearish call, Microsoft is using AMD chips in its next generation Xbox and well, it’s as good as
Healthcare Sector, Updated
On May 22 this post reviewed… What Healthcare Needs to Do to Go Bullish In that post we reviewed the XLV/SPY ratio, noting the hard
Ciena Rewards Holders on Earnings
This is how you want to see your companies perform at earnings time. Business is good. From NFTRH 554, I was not doing cartwheels over
Disaster Averted
When is taking a loss a wonderful thing? Well, in this case it’s when you expect a stock market bounce and buy something as part
If VIX Were a Stock…
If VIX were a stock I’d be buying it right now. Look at that initial impulse upward, the hard flag back to the up-turning SMA
I Took My SOXX Off
I took my SOXX short off, that is. The gain was 8% on an index ETF and that is good enough as the chart hammers
What Healthcare Needs to Do to Go Bullish
It’s been a hard road for this more defensive sector since the casino bottomed out at the Christmas Eve Massacre and its patrons gradually regained
At Target
From the Trade Log last Thursday… 5.16.19: Buy oversold TGT on drop to perceived support for some domestic Retail exposure. 5.22.19: It’s probably going to
Strange Signaling in the Semi Sector
As noted many times along the way since 2013 a reliable leadership progression in the US stock market has been this chain… Semi→Broader Tech→Broad Market
INGN, Not Even 1 Year Later…
Reference… INGN: The Biggest ‘Valuation’ Pig I know of in the Stock Market –June 25, 2018 Of course as subsequently noted I failed to take
SPX 2815: Now we find out if the bear is actionable
With respect to my mental health I have found that being actively bearish because I want to be bearish or because I think bearish is
SPY short covered in ignominy, but not really
The loss was 10+%. That’s the “ignominy” part. The “not really” parts are that a) the loss was steeper before this market correction and b)