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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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