US Equity

If there is no catalyst, I'd join those who sell on a bounce.
Have you noticed that it's doing the unexpected?
It takes a village of positive reports to sustain market.
Fifth time this year S&P has been down 4 straight days.
Shares are fast approaching the $100 level.
Strategy has become misunderstood.
U.S. supply keeps meeting demand, even with Middle East turmoil.
It has the largest workforce of major banks.
These names are returning to support and show long-term promise.
A Lam Research to the slaughter.

Columnist Conversations

We did not end up holding the pullback to the last time/price low in NFLX. I have run some new price relation...
The Biotech iShares (IBB) fund closed up nearly 2% on the day, but was down over 5% on the week. Today's volu...
Full on breakout for shares of CAG today. The earnings inspired ramp(+5.5%)has it in the number 3 spot o...
A bit more hawkish in tone, imho.

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