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Last night, futures were down. Yesterday, it was negative talk on trade…which hit markets. Today…the WH leaks out the trade deal is going well. Futures gap up. There is no template for this nonsense except to take a step back for the second. We don’t think it is hyperbole to say the stance has changed…

We have been in the camp that sentiment had suggested a pullback/corrective work could be at hand. In recent days, markets have weakened a wee bit. But it now gets helped along. We pull no punches when taking on DC and their nightmarish debt/deficits/spending. We have very little sympathy for most politicians. But when it…

The week after Thanksgiving is usually not the greatest. We thought some things were petering out last week so would not be surprised by pullbacks. The SOFTWARE names that have been rallying up quite overbought and could pull back. Watching them SEMIS closely here as a few names that were leading…not leading any more…KLAC is…