Morning Commentary
Year to Date
Its interesting that health care was the best performer in the market last week considering more action from the administration to curb drug prices. Conservative sectors did very well and technology got a major boost from semiconductors.
Five Day Returns Results |
||
S&P 500 Index |
+0.89% |
|
Communication Services (XLC) |
+0.89% |
|
Consumer Discretionary (XLY) |
+0.02% |
|
Consumer Staples (XLP) |
+0.94% |
|
Energy (XLE) |
-1.01% |
|
Financials (XLF) |
-0.30% |
|
Health Care (XLV) |
+2.45% |
|
Industrials (XLI) |
+0.67% |
|
Materials (XLB) |
+0.32% |
|
Real Estate (XLRE) |
+2.04% |
|
Technology (XLK) |
+1.30% |
|
Utilities (XLU) |
+1.78% |
Portfolio Approach
Today’s Session
I continue to urge all investors to look under the hood because winners are going to be huge as there is a major move to catch up.
It’s all about measuring American households via a spat of retail earnings and housing data this week.
It’s reasonable to expect a pause here and then the market making a huge move. The bias is to the upside but enough bad news could trigger some profit-taking. Follow the fundamentals.
Tweet |
3/28/2024 1:39 PM | Fruitful Quarter |
3/28/2024 9:50 AM | LISTEN TO THE MARKET |
3/27/2024 1:40 PM | Mostly Higher |
3/27/2024 9:32 AM | U-TURN? |
3/26/2024 1:08 PM | Everything Is Up |
3/26/2024 9:42 AM | TAPPED OUT (I HOPE YOU AT LEAST GOT A T-SHIRT) |
3/25/2024 1:33 PM | Not A Mutiny |
3/25/2024 9:35 AM | STAYING THE COURSE…BEYOND TECH |
3/22/2024 12:56 PM | Toll on Americans |
3/22/2024 9:38 AM | A TAD TIRED |
3/21/2024 1:55 PM | Building on Gains |
3/21/2024 9:30 AM | A COMFORTING FED |
3/20/2024 1:33 PM | Pivotal Moment |
3/20/2024 10:00 AM | HERE COMES THE FED |
3/19/2024 1:33 PM | Picking Up Steam |
3/19/2024 9:35 AM | RUMBLINGS IN THE BOND MARKET |
3/18/2024 1:48 PM | Mag 7 is Back |
3/18/2024 9:39 AM | THE PARTY IN SAN JOSE WILL BE LIT |
3/15/2024 1:38 PM | Realtors Settle |
3/15/2024 9:33 AM | AN UNEASY PAUSE |
3/14/2024 1:43 PM | Sticky Inflation |
3/14/2024 9:48 AM | GOING TO A GO-GO |
3/13/2024 2:16 PM | Taking a Breather |
3/13/2024 9:51 AM | ALL SO EPIC |
3/12/2024 1:42 PM | Marching Higher |
More commentary archives |
Home |
Products & Services |
Education |
In The Media |
Help |
About Us |
Disclaimer | Privacy Policy | Terms of Use | All Rights Reserved.
|