The big portfolio managers get ahead of the turn in cycles -- as we can see in oil services, semiconductors and autos, among other sectors. Here's how to play their game.
But better prices, I believe, lay ahead. Why not be ready for them with some fresh cash to do some buying?
What matters to me is that if people really are disappointed that Powell didn't' cave to the president and they sold futures than they are truly living in a parallel and stupid universe.
There couldn't be two worst analogues to what we have going on this year than those two data points.
The latest earnings report bears that out. Own this company, don't trade it.
Portfolio managers are exercising their First Amendment right to do incredibly stupid things.
Forget Elon Musk. My beef is with Alphabet CFO Ruth Porat.
We see signs that tell us not only is this market not expensive, but there are whole sections that might be ridiculously cheap. The recent merger announcements are a prime example.
'Rookie buying' ahead of the print can get you in trouble.
I don't want a stock to run ahead of earnings, or ahead of any big event no matter what.