Daily Archives: April 4, 2024
Showing articles 1 - 2 (2 total)
08Jun2:17 pmEST
Stuck in the Middle with You
We typically do not get this sort of "summer doldrums" action until after the July 4th break. However, in front of CPI this Friday, then FOMC next week with OpEx, our core thesis with Members over the weekend in our full Strategy Video was a lull into at least CPI. Thus, keeping things light and tight was probably correct as that lull clearly...
08Jun10:16 amEST
Now This is a Battle
Early on we have some of the strongest parts of the market of late, like materials and shippers, looking at a shakeout while the beaten-down growth names, using ARKK as a reference point, leading the action higher. Overall, the Dow is soundly red and lagging while many individual growth names are fighting to stage relief rallies higher. With...