The Russell 2000 is now up 7% for December, twice the increase for the Nasdaq Composite.
Dealmaking is going strong and looks set to continue as mental health becomes a key investment theme going forward.
There is some rotation in and out of hot sectors but there continues to be plenty of very positive action.
Look for ULTA to go to $300 or maybe higher.
The background story of PTON seems positive, but the charts are not shouting 'jump back in.'
I am watching names like Curaleaf and the MSOS cannabis ETF, which could keep moving higher.
I want to own these calls on DIA this week.
I'm adding to my position in this SPAC today.
Eighteen stocks make the cut for the 2021 portfolio, which is comprised of seemingly cheap names relative to net current assets.
Chasing new purchases on certain stocks could prove hazardous.