Daily Archives: April 4, 2024

Showing articles 1 - 2 (2 total)

16Nov3:55 pmEST

Insurance Stocks and Chill

As I am sure you can tell from my recent analysis and trades, I am convinced the winds of Wall Street are changing in favor of boring, deep value plays like the insurance stocks.  On the KIE ETF, first daily chart, below, I wonder how many newfound traders this year will even know to track insurance stocks in this brave new world--I suspect it...

16Nov10:47 amEST

Still Ain't Got No Vaccine for Fossil Fuels

The Moderna vaccine news this morning may very well feel like a mere repeat of last Monday morning's Pfizer vaccine gap higher. However, the larger issue for me is the rotation underway.  These vaccine headlines seem more like an excuse rather than grandiose catalyst for money to head into financials, insurers, energy, materials, ags, etc..  I...

 
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