“Become more humble as the market goes your way.” Bernard Baruch
Market Commentary:Major rotation continues; new leadership; valuation matters again?
Economic data and market clues: Earnings will dominate the market moves as we move into full earnings seasons. My favorite market analysis of the year award goes to Louie Navellier, who likes to say, “it is every stock for itself’”. A company’s future guidance is far more important than what bottom line number released. To be polite, the numbers are often “engineered.” Selected current holdings:Magnet®:Tidewater TDWCoinbase COINCelestica CLS FACTS:Allstate ALLServiceNow NOWLeidos Holdings LDOS More By This Author:Goldilocks Has Made An Appearance On Wall Street!
Week Of July 8, 2024: What’s In Store For The Markets
Week Of June 30: What’s In Store For The Markets