Afternoon Note
There is a strong rebound in the market today in key areas, including technology, which struggled early last week with a short campaign on NVIDIA that triggered sector-wide selling. The Amazon/Wholefoods news is a reminder of the global dominance this industry will enjoy for many years to come. (Sure, tech names can become overbought from time to time, but the five year+ story line is one of the new paradigms in the way we live and think spearheaded by the Tech revolution.)
Sector Performance |
% Change |
|
+0.68% |
||
+0.61% |
||
+0.26% |
||
-0.42% |
||
+0.91% |
||
+0.98% |
||
+0.40% |
||
+0.61% |
||
-0.15% |
||
+1.23% |
||
-0.24% |
I also like the continued strength in infrastructure related companies.
Investing in the market assumes down times and even losses, so stop playing the top guessing game and own great American companies in a balanced portfolio, which is monitored and adjusted.
Tweet |
4/25/2024 1:16 PM | Don't' Bury me, Yet! |
4/25/2024 9:27 AM | THERE CAN ONLY BE ONE |
4/24/2024 1:30 PM | Earnings Flood In |
4/24/2024 9:26 AM | BUYING THE DIP |
4/23/2024 1:25 PM | Bloom Off Rose |
4/23/2024 9:32 AM | WHAT HAPPENED TO THE BRAVADO? |
4/22/2024 1:22 PM | Pins and Needles |
4/22/2024 9:30 AM | LIVE BY THE SWORD … |
4/19/2024 1:20 PM | Fair Chunk of Rotation |
4/19/2024 9:35 AM | DON’T OVERREACT |
4/18/2024 1:37 PM | Didn’t Break Down |
4/18/2024 9:40 AM | MARKET OFF SCRIPT |
4/17/2024 1:59 PM | Facing Pressure |
4/17/2024 9:37 AM | POWELL STILL WANTS TO HELP |
4/16/2024 1:35 PM | Muted |
4/16/2024 9:42 AM | FEAR ARRIVES |
4/15/2024 1:17 PM | Making a Statement |
4/15/2024 9:45 AM | Equal Opportunity Drubbing |
4/12/2024 1:37 PM | Pressure Overall |
4/12/2024 9:42 AM | WHO YA GONNA CALL? |
4/11/2024 1:38 PM | No Urgency |
4/11/2024 9:27 AM | Tough Sledding |
4/10/2024 1:22 PM | Hang In There |
4/10/2024 9:51 AM | HERE COMES THE LATEST RATIONALE FOR PERSISTENT INFLATION |
4/9/2024 1:56 PM | Fighting the Trend |
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