Minervini on Tops and Selling, The Indexes Are Topping, Adding SPG & XOP to the Year End Trade
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Author : Top Gun Financial Planning
WDAY Earnings, Extremely Bullish Seasonality Through Year End, To Short Or Not To Short
Yesterday afternoon, Workday (WDAY) reported a solid quarter (Revenue +18%, EPS +62% to 86 cents) but saw its shares sell off in the after hours. We’ll see...
#NailedIt @AndrewThrasher, IWM & EWJ Year End Trade Plan, NVDA Earnings
Making short term market forecasts is extremely dicey but I have a roadmap into year end. With 6 data light weeks left in the year...
Is The Market Too Strong?, WMT & HD Earnings, Copper & Bitcoin
Is it possible to have TOO many stocks supporting the market? I believe the answer is yes, just like candy….. too much of a good...
The Rotation From Growth To Value Continues, Buffett’s 3Q Moves, Japan & TSLA
Note: A few months ago I started writing a daily morning market email for clients, friends and family. I recently decided to start making this...
The Return of Value?, Breaking My Value Trap Habit / Mark Minervini on Leaders vs Laggards, Integrating Not Imitating Minervini
It’s early but the Futures are up with the S&P Futures +0.75%, NASDAQ-100 Futures +0.45% and the Russell Futures +1.1% as of 2:48am PST. If those levels hold...
Interpreting the Disconnect Between Earnings and Stock Prices: The Cases of DIS & MCD
Like I wrote Wednesday night, paraphrasing Orwell, some days are more equal than others. The “Dueling Tails” created Monday and Tuesday and so brilliantly charted...
An “Inside Day” / “Dueling Tails” Still Define The Range, GDX & GDXJ, Bigger Picture Issues Through Year End
I’m going to write my “morning email” tonight to free up tomorrow for my long workout day (I have my personal trainer @ 8am) and for...
Historic #Rotation, Charley Grant on the Path Forward for the #COVIDVaccine, The Technicals Vs the Fundamentals, “Dueling Tails”
Note: A few months ago I started writing a daily morning market email for clients, friends and family. I recently decided to start making this...
The Hallmark of a Bubble, The Long Term Consequences of Massive Government Stimulus and Bank Earnings
Yesterday, the great Howard Marks came out with one of his memos. I consider Marks one of the Top 15 investors of all-time and I...