FlashNotes
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I said I’d buy more Spotify if they put up a Netflix-esque quarter and sold off anyway… Got the sell-off, but not exactly the quarter. So, what not? Click around and find out.
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Another new all-time high?! Thinking about shorting this market? Not so fast. The technicals don’t show any tears in this tape. Before betting on a pullback, watch this.
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⚖️ While most brace for higher yields to weigh on equities, this morning’s move looks different🔍 Read my contrarian take on today’s rise in yields. Spoiler: It has nothing to do with CPI inflation.
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Two Thoughts on Today’s Trade 7.8.25 Rotation from Leaders to Laggards Three of the worst-performing sectors YTD are showing strength today. The rotation from leader to laggard doesn’t often have legs. However, if it persists, then we’ll inevitably start talking about a broader rotation. That said, I view days like these as investors taking profits…
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Another one. S&P 500 and NASDAQ, again, in the new all-time high club. I show you how I am auditing the credibility of these records levels and share opportunities at both the sector-wide and single-stock levels.
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The dots, or Summary of Economic Projections (SEPs), are still hot out of the oven. Smells of Stagflation.
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Happy Tuesday! Due to travel and Father’s Day, there wasn’t much time to write. However, with retail sales fresh in our minds and the FOMC tomorrow, I figured I’d add my 6 cents on 3 matters (2 cents per matter) that would’ve made the 9:25: Oil, the Fed, and Retail Sales.
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The US10Y yield followed a reverse head and shoulder pattern to a T. So, now what? Let’s take a technical look at the all the important benchmark yield.
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What a difference the air in the Swiss Alps must make, huh? This rally isn’t going to win over any hearts easily, but armed with the lived experience of markets just three years ago, I think it would be silly to write off the possibility that the low is in.
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A Gorilla’s thoughts on 3 headlines from the week as the S&P 500 appears to have reached resistance.
Gorilla With Glasses 