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I've been hot for the semis for a good while now because of the widely covered shortages that are creating significant pricing power.
Plus, the latest monthly ISM Manufacturing survey sends a disturbing signal about prices and a quick option play thought about Veeva Systems.
How peculiar that the last day of a calendar can still drive frenzied activity given that most folks can follow their money on a daily or even real-time basis these days.
You know how I loathe chasing a stock on the run. Here's what I'd prefer.
The greenback has maintained a higher level of relative strength versus its peer reserve currencies than I would have thought.
BA can't turn around until free cash flow improves dramatically.
After five days, the nastiness that is allocation through high-speed algorithmic selection (profit-taking) returned to the fold.
There's a split growing at the FOMC as to just how transitory the current burst of consumer level inflation actually is.