Market Commentary, Pricing In Normalization in 2021, The Point of Maximum Optimism, ZM Earnings
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Author : Top Gun Financial Planning
Strong Seasonality / Earnings Week of 11/30, Analyzing November
The first thing to know is that December, which begins on Tuesday, has been the second best month for the S&P since 1964. It has...
Market Commentary, Extreme Sentiment & Breadth, Bitcoin $19k & a Shoutout to The Chart Report
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Small Cap Mania, Extreme Bullishness, The $ At Support
Yesterday’s action, especially in the small cap Russell 2000, seems to have lit a fire under financial markets. Here are yesterday’s returns for the major indexes:...
The Likely Narrative Through Year End, The Bear Market Rally of 1929-30, Historic Overvaluation
The vaccine announcement has given bullish investors a put option – Jim Paulsen, CIO, The Leuthold Group on “The Vaccine Put”, quoted in Ben Levishon, Barron’s,...
Minervini on Tops and Selling, The Indexes Are Topping, Adding SPG & XOP to the Year End Trade
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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...