The market has hit an air pocket over the last few sessions and SPAC IPOs have been particularly soft for a few weeks now. Today we’re taking partial gains in a few positions and cutting losses short in another.
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We’ve seen a big improvement in the way many growth and early-stage stocks are acting over the last two weeks. Many of our stocks that sold off in March have been gaining some altitude back, and many of those that were acting well to...
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Markets seem to be pausing a bit, with some stocks losing momentum while a few show surprising strength.
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Continue to go slow but have your shopping list ready. Growth stocks are gradually improving their standing, with more popping toward their highs, many holding their gains and a few finding some good-volume buying.
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The leading indexes continue to hit record highs, telling us the bull market that began over a year ago, though it is showing some signs of age, remains intact.
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Sellers Fading—but Will the Buyers Show Up?
We’re all about going with the evidence, and when it comes to growth stocks, the evidence was nearly uniformly negative (or at least not positive) for most of the past month. The vast majority of leading stocks, many...
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Nearly 95% of companies in the S&P 500 are now trading above their 200-day moving average, according to Dow Jones Market Data, the highest percentage since May 2013. As if we didn’t have enough to worry about, as of late February, investors had a..
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The bull market is still intact, but the signs of fraying that often emerge during long topping actions continue. Still, by focusing on the right stocks, we can do well.
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Tech stocks struggle a bit but some EV stocks bounce back as investors look to play the long game.
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Growth stocks had a great day yesterday for the first time in a while—while the Dow lost 85 points, the Nasdaq lifted 201 points (1.5%).
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The market divergence that has been evolving since early February continues, with the Nasdaq in particular looking weak while the more conservative indexes like the S&P 500 remain near their highs.
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Trading action continues to be sloppy as we move toward the end of the first quarter (ends Wednesday) and toward April. News of the Archegos Capital collapse (a hedge fund) has cast a bit of a shadow over parts of the market as (financials,...
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Less is More
In the real world, persistence is almost always associated with good things. If you’re a salesperson, you don’t give up when a few accounts turn you down; you keep selling until one customer bites. If your team is developing a new they...
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The market remains messy and is acting in a one step forward, two steps back fashion, at least where growth stocks are concerned. As of early afternoon today it looks like many of our stocks are testing their lows from earlier this month.
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It has been one year since the S&P 500 hit bottom and since the then the blue-chip index has roared back nearly 75%. Just imagine if we would have had a pile of cash and the guts to jump in.
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While leading growth stocks have been hit hard (and some have rebounded), the major indexes remain in uptrends and cyclical stocks and “reopening” stocks have attracted new buyers.
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Remain cautious. The market has thrashed around in recent days, which hasn’t changed the overall outlook—most of the market remains in decent shape, but growth stocks and the Nasdaq are mired in a correction and there’s still a chance we see another leg That...
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You can often find exciting and profitable investment ideas at the edge of new technologies.
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It’s been a week or so of comparatively calm market action, which has given us a chance to evaluate how our current roster of stocks is behaving. With that evidence, and a new batch of stocks coming tomorrow in the March Issue, we’re to...
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The broad market remains in a diverging pattern, so there’s still a very good chance that a long-term market top is being formed.
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