2 bright spots

As the markets react to lagging data, a couple of personal bright spots My brain look tends to look forward but the market’s brain all too often seems to be looking back. Think about all the predictable news-chasing the machines have consistently done in 2022. There may be individual strategists approaching this market with intelligence, but who (and what) ever make up the balance of … Continue reading 2 bright spots

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What about Goldilocks? These stocks are in bottoming postures

With all the talk of commodities lately, let’s not forget Growth/Tech The inflation trades were due for an oversold bounce (at least). But before I started buying back some commodity related stuff and in line with the drop in inflation expectations and hence, yields, I added some Goldilocks items (Tech/Growth) and others that tend to do better when yields are easing (e.g. Biotech). Here are … Continue reading What about Goldilocks? These stocks are in bottoming postures