Daily Wrap – Video Update
This is another private video link for subscribers. You can always adjust the playback speed to get through the video...
Dow Update
The market is little changed since the last update. The margins between value and growth or mega caps and the...
Afternoon Update
I’m getting this post out a little early in case there’s any action you might need to take, but I will follow...
Early Update – Trump at World Economic Forum
1227 p.m. ET As yesterday’s market tone developed and some 3C charts dropped more sharply into the close, my highest...
A.M. Update
S&P futures are down -0.1% with NDX and RUT down -0.45%. Higher yields this morning aren’t helping. The 10-yr yield...
Daily Wrap
As yesterday wore on, it became apparent that probabilities were shifting toward some type of rotation from the Small Caps...
Afternoon Update
Yesterday we had 1-day overbought internals and the majority of stocks and sectors are lower today. Tech got the rotation READ MORE
Afternoon Update
Yesterday we had 1-day overbought internals and the majority of stocks and sectors are lower today. Tech got the rotation...
Intraday Update – Follow Up
222 p.m. ET At the end of the last post I noted that intraday gains seemed to be slowing and...
Early Update
1225 p.m. ET This morning’s market has a very different tone. The Tech rotation today that I suspected was coming...
A.M. Update
S&P futures are up +0.55% after a solid start to the Q4 reporting period. Netflix (NFLX), United Airlines (UAL), and...
Daily Wrap
Today was another good day for the market bounce coming off last week’s (and 2025’s) lows. The market’s bias was...
Afternoon Update
I can already see the market getting more volatile in terms intraday reactions to news, specifically around the new administrations’...
Intraday Update – Oracle Deal Behind Tech Catching Up
1:53 p.m. ET The change in tone from Value dominated this morning to the Tech/secular growth stocks catching up mentioned...
The Day After Early Update
1:16 p.m. ET As we ended last week, Small Caps looked like they weren’t done with their bounce as they...
A.M. Update
S&P futures are up +0.5%. Politics are in play this morning with President Trump back in office following yesterday’s inauguration,...
Afternoon Update
In last Friday’s Afternoon Update, things weren’t looking good with the Dow and Small Caps breaking down from bearish consolidations,...
Growth Over Valve on the Day; Value Strongly Over Growth on the Week
12:36 p.m. ET Today’s market gains are broad-based. The S&P has hit the target area I set out at the...