Afternoon Note
Investors continue to ignore the noise as financial media is working overtime to upset the apple cart. Certainly, when it comes to the tariff news out of China, which is a nothing-burger today (it will get honest and relevant down the road).
Energy (XLE) is soaring, but the growth sectors are carrying the market today.
Palantir (PLTR) sparking life in the AI trade. Interestingly, Consumer Staples (XLP) names that posted beats on revenue and earnings are getting drubbed today. I’m not sure why.
The small core is the best factor, which is intriguing.
All eyes are on Alphabet (GOOG/L), who reports after the close.
Comments |
Charles A news item from Reuters accounted for weakness of consumer staples, packaged food in particular, because RFK. Jr is getting closer to confirmation. The same reason is being used to account for weakness among vaccine makers, too. Of the two sectors, I would think the vaccine makers are at greater risk to reduced revenue vs packaged food producers whose business would become less encumbered with the elimination of various food additives. Ric Walter on 2/4/2025 2:15:45 PM |
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