THE CLOSE

The good get gooder. Simple as that. Tech/internet/semis and now cyber everything (cyber attacks) working. Many now very extended. So careful. But leave no doubt, remains the bull of the woods, Semis into another new high as they cannot be stopped. A few names names setting up.

Also watching the tight action on the financials. One good day send them back towards highs and will cement the market’s upside. That said:

Continue to avoid energy/oil &gas as the move up just a bounce. Also almost everything autos, a lot of real estate names especially malls, most retail, most commodities, lenders, biotech, gold/silver.