Mon October 18, 2021

Homebuilders "golden 6 months" starts October 20th --> worked 10 of last 12 years --> case stronger in 2021. 10 stocks

Fortunately, there are no signs yet, of an upturn in cases stemming from the arrival of colder weather.  As shown below, the USA overall positivity rate is still sinking.  It...

Fri August 6, 2021

Dow and S&P 500 Close At ATHs After Better Than Expected Jobs Report

SUMMARY - S&P 500 closed at an all-time high of 4,436.52 up from 4,396.26 from last Friday. The Dow closed at an all-time high of 35,208.51. - The week continued...

Fri August 6, 2021

FL Cases May Have Peaked. Expect a “Risk-On” August Led By Cyclicals

The sell-off seen in markets Wednesday, in our view, had a capitulatory feel to it. The ostensible trigger was a combination of the soft ADP jobs report and seeming hysteria...

Fri August 6, 2021

FL cases peaked? Maybe. July/August "chop" creating more "noise than signal" --> REVISING VIEW --> expect full "risk on" into month-end --> led by Cyclicals

Granny Shots: We performed our quarterly rebalance on 07/30. The full 26 Granny Shots stock ideas --> CLICK HERE ___________________________ POINT 1: DAILY COVID-19 CASES 93,065, UP +28,143 (EX-FL) VS...

Wed August 4, 2021

Policymakers + Americans "vaccine" panic = August rally. More signs of inflection as 3 key "epicenter groups" registered DeMark '13 buy setup'

But this shows that lockdowns, airtight borders, and testing at borders are not taking community transmission risk to zero. I guess this is simply more proof that COVID-19 is becoming...