Market Look

Hope you had a good holiday. We had a wonderful trip to Normandy and the D-DAY beaches and sights for Memorial Day. Advice…PUT IT ON YOUR BUCKET LIST. Was especially moved and in tears at the American Cemetary. My goodness. The inspiration for Saving Private Ryan (NILAND BROTHERS are buried there.) Also, read up abut…

Greetings from Paris as we head for Normandy today. Will be touring the D-DAY sights on Memorial Day. Cannot wait for this. Of course, left my cell phone in an Uber and still not recovered. Not much has changed. The good get gooder…the bad get badder, simple as that. Amazingly, even with major indices at…

Not making this up. A simple flight to get me into NYC at 8 pm last night got me to my hotel in NYC st (drum roll please)… 530 am. Weather in the NE started me on flight to Laguardia…which changed to Newark…which changed to Laguardia and left many hours later. We then sat on…

A few things stay the same and a few things show up. Staying the same: Continue to avoid energy, oil &gas, most commodities, big retail, most auto anything, most financials and a smattering of other stuff. Best areas remain big cap over small cap…by a lot. Big tech/internet/semiconductors, the FANG, China ADRs, managed care, housing,…

Dow and more importantly, S&P are on the verge of breaking out of a 3 month trading range. The pullback at its low was only about 3%. Last week looks like it was nothing more than a scare day off of the naming of a special counselor to investigate the Russia stuff. Keep in mind,…