Rotation turns to general selling
What looked like one of the rotation markets we’ve seen recently with selling of technology shares and buying of cyclicals and post-vaccine recovery stocks turned into a market-wide sell off by the close.
Tech bounces off 50-day moving average
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Stocks try another rotation again today–I’m not sure this one will stick with employment claims and August jobs report still due this week
At the close today, the Standard & Poor's 500 was up another 1.54%. Putting this question at the top of many investors' and traders' minds: Is there any way to participate in this blow out rally without real adding an unacceptable amount of risk? The 5.83% drop in...Everything was rosy until the last hour
At the high point during the day, the Dow Jones Industrial Average was up 2.2%. It closed with a gain of just 0.1% for the day. The trend wasn't limited to U.S. stocks. The iShares MSCI Emerging Markets ETF (EEM) was up 1.26% at noon New York time but closed off 0.67%...
Positioning ahead of earnings season uncertainty
As I wrote in my earlier Morning Brief, the stock market seems to be selling (generalization I know) what I'm calling "re-opening dependent" stocks. And nervous about the tech stock winners that have led the recent days in this rally ahead of next week's earnings...
3rd pick for Special Report 10 Stocks to Beat Amazon–ASML
ASML is my third pick for my Special Report: 10 Stocks to Beat Amazon. What's the market value of an effective monopoly on a cutting edge technology in demand by all the world's biggest chip-makers? Morningstar calls shares of ASML (ASML) almost 50% over valued at the...
Special Report: 10 Stocks to Beat Amazon–Part 1 Why Amazon is such a tough stock to beat and why my first pick Illumina jumps the hurdle; second pick Intuitive Surgical, third pick is ASML, fourth pick is Seattle Genetics, fifth pick is Danaher, sixth pick Thermo Fisher
Amazon (AMZN). Maybe you've heard of it. It's been one of the great stocks of the best--well, however long. As of June 15, Morningstar puts the stock's 15-year return at an average of 33.11% a year. That's the kind annual performance that you need to show to be a...Second Ever Friday Video with your Qs and my As
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To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...Time to take profits in ASML Holding as visibility on orders looks very limited
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Time to give ASML a rest on an industry-wide slow down in orders
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