Planet Cathie
Cathie Wood is smarter than me The way she looks down from on high into the camera's lens makes me feel small. Makes me feel insignificant. Makes me feel like…
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October 23, 2023
Who’s Interested in Rising Long-term Treasury Yields?
Yesterday we noted 3 sectors very interested in and benefiting from the cyclicality of rising long-term Treasury yields for a day at least. But what if the move is real,…
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November 10, 2020
The First Chink in Growth’s Armor
Growth stocks vs. Value stocks have dropped below the daily SMA 200. But is it really a breakdown? Well, not on the longer trend; not yet. But there is this…
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September 11, 2019