Afternoon Note
There is a strong rebound in the market today in key areas, including technology, which struggled early last week with a short campaign on NVIDIA that triggered sector-wide selling. The Amazon/Wholefoods news is a reminder of the global dominance this industry will enjoy for many years to come. (Sure, tech names can become overbought from time to time, but the five year+ story line is one of the new paradigms in the way we live and think spearheaded by the Tech revolution.)
Sector Performance |
% Change |
|
+0.68% |
||
+0.61% |
||
+0.26% |
||
-0.42% |
||
+0.91% |
||
+0.98% |
||
+0.40% |
||
+0.61% |
||
-0.15% |
||
+1.23% |
||
-0.24% |
I also like the continued strength in infrastructure related companies.
Investing in the market assumes down times and even losses, so stop playing the top guessing game and own great American companies in a balanced portfolio, which is monitored and adjusted.
Tweet |
3/28/2024 1:39 PM | Fruitful Quarter |
3/28/2024 9:50 AM | LISTEN TO THE MARKET |
3/27/2024 1:40 PM | Mostly Higher |
3/27/2024 9:32 AM | U-TURN? |
3/26/2024 1:08 PM | Everything Is Up |
3/26/2024 9:42 AM | TAPPED OUT (I HOPE YOU AT LEAST GOT A T-SHIRT) |
3/25/2024 1:33 PM | Not A Mutiny |
3/25/2024 9:35 AM | STAYING THE COURSE…BEYOND TECH |
3/22/2024 12:56 PM | Toll on Americans |
3/22/2024 9:38 AM | A TAD TIRED |
3/21/2024 1:55 PM | Building on Gains |
3/21/2024 9:30 AM | A COMFORTING FED |
3/20/2024 1:33 PM | Pivotal Moment |
3/20/2024 10:00 AM | HERE COMES THE FED |
3/19/2024 1:33 PM | Picking Up Steam |
3/19/2024 9:35 AM | RUMBLINGS IN THE BOND MARKET |
3/18/2024 1:48 PM | Mag 7 is Back |
3/18/2024 9:39 AM | THE PARTY IN SAN JOSE WILL BE LIT |
3/15/2024 1:38 PM | Realtors Settle |
3/15/2024 9:33 AM | AN UNEASY PAUSE |
3/14/2024 1:43 PM | Sticky Inflation |
3/14/2024 9:48 AM | GOING TO A GO-GO |
3/13/2024 2:16 PM | Taking a Breather |
3/13/2024 9:51 AM | ALL SO EPIC |
3/12/2024 1:42 PM | Marching Higher |
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