Market

“If you have been following this newsletter, I have been telling you to sell into strength for the last 3 weeks. While I think this dip is good, the market is still processing the valuations” 😊 😋

There were no pockets of relative strength except in some energy stocks. Some of it is because of valuation, some of it because the market is fearful of inflation (tariffs). But a lot of it is recession indicators flashing red with consumer spending down and unemployment rising.

Our subscription service gives specific entries and exits for both long term holds and swing positions. You should subscribe.

Insights from the portfolio

Video of the day

Today’s video is on Crowdstrike $CRWD ( ▼ 4.21% ) the leading cybersecurity company

Deep dive of the day

Good setups for swing