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Some like it hot

Some like to play with fire. For those folks, there’s always day trading, or buying into a momentum play. There’s […]

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How to play the next sector rotation

This summer I was harping on – what was to me – an inevitable shift out of the “stay at […]

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The times, they are a-changing

Today, I have a few investment thoughts to present to you for consideration. Before getting started- be sure to tune […]

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Airlines: a contrarian opportunity or a sector to avoid?

Here’s a chart illustrating passenger traffic at airports since the COVID crash.  I took it from a Wolfstreet.com article in […]

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Has the rotation begun?

I’m convinced that technology and stay-at-home stocks will outperform over the longer term. However, it is my belief that in […]

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Is post-crash rally-volume telling us something?

  Just a couple of thoughts today folks. Just back from a week away at the cottage, and way behind […]

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Growth stocks vs. value stocks. Which to own?

“Growth” stocks appear to be rather overbought when compared to their “Value” stock siblings. The chart below is that of […]

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America is a mess. Stores are closing down because of the pandemic and riots. The stock market is up…..everything is normal.

Today’s title is brought to you by Brooke Thackray, who is not just a good research analyst, but a master […]

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Time to rotate into value stocks?

I’ve noted in past blogs that market breadth remains poor (concentration of buying in just a few stocks). This market […]

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Down & out vs. Down & opportunity

A few sectors, namely retail food industry and companies having anything to do with remote work access have done well […]

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