The Truth About Growth vs. Value

Far be it from me to be a momentum hopped trend follower, but the charts are the charts. This article at MarketWatch that wants to be contrarian tells about how…

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Value is in the eyes of the beholder

Why have Value stocks delivered frustration while over-valued Tech and Growth deliver the big gains? Well, this... And this... Call it a bubble or call it the future now. My…

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NDX: “Doom? What Doom?”

As we have noted since long before the COVID-19 crisis, Tech has been a firm leader. So too have general growth stocks been consistently leading so called* value stocks. Here…

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QQQ Bear Flag?

This is my largest single equity position. That's the qualifier. It is bouncing as expected per our 60 minute charts reviewed each afternoon lately, but... Let me tell you what…

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Here is Who is Not in Trouble: QQQ

See, the chart below says so. It says 'higher highs and higher lows' intact, despite Trump, Amazon and the death of big Tech. Anyway, QQQ could easily go in the…

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NFTRH; Tech & Industrial Metals

In the event that this is just a correction - which technically speaking is all that it is at this point given the market's up trend - I want to…

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Semi Wrong

That would be err... me. Semi wrong about the recent abdication of leadership by the Semiconductor sector. Yet AMAT and LRCX are still in something of a breakdown mode vs.…

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Still Watching the Semis and Market Leadership

We began our little exercise back in November, noting a dangerous MSM article pumping the views of a fund manager who promoted the great relative value the Semi Equipment stocks,…

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Biotech vs. Broad Tech

We have used this chart in NFTRH to gauge the state of the ongoing secular bull market in Biotech vs. other Tech. The series of higher highs and higher lows…

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SOX & NDX Leadership Harpooned

Contrary to how it may look, I do not sit here and look at a computer all day. Therefore I am not always up on all the ins and outs…

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