Data by YChartsThe infrastructure buildout is an established and much talked about trend now. It is real, and there are a dozen market leaders in this area. The problem is most names are currently overbought.Meanwhile, there is tremendous strength and activity in the biotech sector. I would not have any shorts in this sector. Look for a lot of merger activity.Earnings season is also in full gear this week. Remember it is more important how a stock reacts rather than what the company says about the past.Finally, maybe it is time to stop focusing on the Fed and own shares in the best companies in the best sectors. Is anyone excited to lock in a 3% CD? Not when the markets look like this.More By This Author:T. Rowe Price: For A “Sure Retirement”
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