Afternoon Note
It’s all about go-go growth names, as Technology and Communications Services are leading the market higher with more cash coming out of Utilities. Energy names are simply lagging.
Technology is pushing the NASDAQ Composite to an all-time high.
I read that Apple (AAPL) and Microsoft (MSFT) have a combined market cap greater than the entire value of the Russell 2000. That is mindboggling stuff, although, a huge swath of Russell 2000 index companies are not profitable.
You have to ride the wave, but we also want to be positioned for rotation as well.
S&P 500 Index |
+1.37% |
|
Communication Services XLC |
+1.81% |
|
Consumer Discretionary XLY |
+1.56% |
|
Consumer Staples XLP |
+0.25% |
|
Energy XLE |
-0.71% |
|
Financials XLF |
+1.50% |
|
Health Care XLV |
+1.37% |
|
Industrials XLI |
+0.80% |
|
Materials XLB |
+0.70% |
|
Real Estate XLRE |
+0.34% |
|
Technology XLK |
+1.91% |
|
Utilities XLU |
-1.80% |
Tweet |
7/14/2025 1:32 PM | Decisive Week |
7/14/2025 9:32 AM | GET READY! |
7/11/2025 1:45 PM | Facing Pressure |
7/11/2025 9:48 AM | CLEAR FOR TAKEOFF |
7/10/2025 1:53 PM | Small Caps Rally |
7/10/2025 9:56 AM | ENOUGH ZEN TO SHARE |
7/9/2025 1:32 PM | NVDA New Milestone |
7/9/2025 9:46 AM | PASSING THE BATON |
7/8/2025 1:33 PM | Seesaw Session |
7/8/2025 9:55 AM | MORE SUMMER BLAHS THAN FEAR OF MYANMAR'S TARIFF |
7/7/2025 1:27 PM | Trade Talks and Profit Taking |
7/7/2025 9:51 AM | LOVING MOOD |
7/3/2025 9:45 AM | NICE & STEADY AS SEMIS CONTINUE TO CHIP IN |
7/2/2025 1:44 PM | Materials' Strength Continues |
7/2/2025 9:38 AM | BARNBURNER |
7/1/2025 1:29 PM | Rotation |
7/1/2025 9:45 AM | FEAR OF MISSING OUT IS CREEPING IN |
6/30/2025 1:24 PM | Steady As She Goes |
6/30/2025 9:54 AM | SUMMER RALLY STARTS |
6/27/2025 1:35 PM | Reaching New Heights |
6/27/2025 9:39 AM | THERE'S MORE! |
6/26/2025 1:10 PM | S&P Approaches Record |
6/26/2025 9:51 AM | CHIPS MOMENTUM CONTINUES |
6/25/2025 1:42 PM | Tech Stocks Power Nasdaq 100 |
6/25/2025 9:47 AM | CLIMBING MOUNTAINS OF WORRY |
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