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  • Mar 27th Stock Market Update - Janet Yellen warns China's surplus solar panels could be dumped in global markets

Mar 27th Stock Market Update - Janet Yellen warns China's surplus solar panels could be dumped in global markets

$DIS $DASH

Market

“Janet Yellen, Treasure secretary warned today that China’s surplus of clean energy products will flood global markets, causing challenges for local producers” 🫣 🤔 Watch out $SEDG $RUN $FLSR and others.

Markets recovered from 2 days of selling, but we are in a consolidation phase now

As the end of the first quarter comes into focus, rotation into beaten down names such as $AAPL and $TSLA is coming to the front, as #AI names take a break.

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Technology names are still taking a break, but $AMZN powers ahead as do mid-caps

Insights from the portfolio

Video of the day

Today’s video is on Meta as we analyze the TikTok effect, Oculus Quest 3 and WhatsApp / Instagram.

Deep dive of the day

Today’s write up is on Marqeta a fintech player in the payments space.

Good setups for swing

Sticking to a good setup on $DIS To $125

$DASH wants to get to $140s