Afternoon Note
It’s a quiet session, but it got a little more exciting with reports Boeing (BA) will have its maligned 737 Max back in service early next year.
Overall market breadth is negative, and the board market is slightly lower which isn’t a cause for concern. On the contrary, we want the market to take naturally recurring pauses and small pullbacks rather than rally each day out of sense of excessive exuberance.
|
S&P 500 Index |
-0.23% |
|
|
Communication Services (XLC) |
-0.54% |
|
|
Consumer Discretionary (XLY) |
-0.37% |
|
|
Consumer Staples (XLP) |
-0.21% |
|
|
Energy (XLE) |
-0.13% |
|
|
Financials (XLF) |
-0.17% |
|
|
Health Care (XLV) |
-0.54% |
|
|
Industrials (XLI) |
+0.09% |
|
|
Materials (XLB) |
-0.27% |
|
|
Real Estate (XLRE) |
+0.05% |
|
|
Technology (XLK) |
+0.02% |
|
|
Utilities (XLU) |
-0.57% |
There are a few more earnings report this week and the market may be looking past them for different impetus.
I suspect before the week is over there will be more clarity on the next move in US – China trade talks. That might unlock some cash on the sidelines. Either way, the bias is still to the upside and the greater risk is to continue to miss the rally.
| Tweet |
| 10/28/2025 1:50 PM | Optimism Outweighs Softness |
| 10/28/2025 9:33 AM | ALL ABOUT Al (STILL) |
| 10/27/2025 1:17 PM | Excitement Grows |
| 10/27/2025 9:51 AM | REVVING UP THE ENGINE |
| 10/24/2025 1:36 PM | Soft CPI Powers The Market |
| 10/24/2025 9:41 AM | NICE & STEADY |
| 10/23/2025 1:32 PM | Thursday Rebound |
| 10/23/2025 9:33 AM | SQUEAKY WHEEL |
| 10/22/2025 1:32 PM | Tesla On Deck |
| 10/22/2025 9:35 AM | SPINNING WHEELS |
| 10/21/2025 1:35 PM | Dinosaurs Rumble |
| 10/21/2025 9:41 AM | STEALTH PROFIT-TAKING & ROTATION |
| 10/20/2025 1:28 PM | Monday Strength |
| 10/20/2025 9:40 AM | CONSOLIDATING GAINS & ANXIETY |
| 10/17/2025 1:43 PM | Friday Zig Zag |
| 10/17/2025 9:51 AM | They Warned Us About Everything Else |
| 10/16/2025 1:33 PM | Another Intraday Reversal |
| 10/16/2025 9:30 AM | ENCOURAGING BUT NEED MORE |
| 10/15/2025 1:23 PM | Intraday Weakness |
| 10/15/2025 9:53 AM | STRONG “DOWN” DAY |
| 10/14/2025 1:27 PM | Intraday Recovery |
| 10/14/2025 9:45 AM | HO, HO, HO |
| 10/13/2025 1:42 PM | Fears Eased |
| 10/13/2025 9:49 AM | ROUGH BUT NOT HELLISH |
| 10/10/2025 1:48 PM | Chinese Trade Negotiations Reignite |
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