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Cautious on Tech Stocks

Cautious on Tech Stocks

The U.S. stock market civil war continues. The data we track shows that inflation, not deflation is at hand. As a result we are focused on stocks that have greater economic sensitivity. We remain cautious on high multiple technology stocks at these levels. LPAM...
7 Straight

7 Straight

After seven straight, one year later the S&P 500 Index was higher every time.  Great stuff from Ryan Detrick:  “The S&P 500 Index has closed at a new all-time high 7 days in a row. Since 1950, that has happened only 8 other times.” Hat tip Ryan...
Beyond a Breakout

Beyond a Breakout

Shares of Beyond Meat have been consolidating in a narrow range for most of June.  Over the last two weeks the stock’s 200D moving average has provided solid support.  As the new week begins BYND appears to be in breakout mode following news of a DoorDash...