Category Archives: Hot Stocks

Blowout Jobs Report

The market had a sizable selloff last Thursday due to some comments made by somebody during the trading hours.  It’s really hard to figure out what really caused the market to move like that.  But at the end of the day, the Dow Jones Industrial Average had less selling volume than the previous trading day.  The S&P 500 and NASDAQ had heavier selling volume

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The Unrecognizable Fed Chair

The March Fed meeting came last week.  The Fed Chair Powell shocked the investing universe by abandoning the strict inflation fighting strategy.  Fed Chair openly voiced his tolerance for higher than 2% inflation, and he also addressed the needs to slow down quantitative tightening.  The dual easy money approaches do make people

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Momentum Not Broken by High Inflation Data

We had back to back February inflation data last week.  The February CPI (Consumer Price Index) was hot, but within expectations.  The February PPI ( Producer Price Index) was much hotter than expected, 0.6% versus expected 0.3%.  This high February inflation data was built on the hotter than expected January inflation data. We now have a two-month trend

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Nothing is Wrong Right Now

It really feels like that nothing is wrong with the stock market and the rally should continue to infinity.  The Fed is done with raising rates which was declared during the December 13 2023 Fed meeting.  There are debates about the timing and magnitude of rate cut, but the consensus is that the Fed put is in place, meaning if and when something

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What Can Go Wrong?

Nvidia had a blowout earnings report last Wednesday and the market went crazy with Nvidia’s bright future.  At this point, the market uniformly agrees that Nvidia is not expensive and its number one leadership in AI is secure for the next few years as a minimum.  Nvidia is a semiconductor hardware company, but the market is already envisioning Nvidia pivoting

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Cycle Forecast

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