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Growth underperforming a little bit despite bonds yields are pretty stable today, wouldn't read too much into it though since growth bounced so...
Guess the real rollover won't start until value rolling over along with growth if yields continue to spike :p
OK today is pretty much the exact opposite of yesterday. Growth is getting bought and value is underperforming. Guess bonds yields will continue...
I might be early but some big cap tech stocks start to look pretty interesting now :popcorn:
Slowly picking up some big cap tech stocks like AMZN, NFLX and FB, etc. Feel like the rise for bonds yields have to pause for a day or two pretty...
A pretty wild day :eek: Looks like yields have stabilized somewhat and off the highs and we are seeing those beaten up tech/growth/momentum names...
The market might be hoping for a lousy jobs report tomorrow to push yields lower at this point :p
Bonds yields rising. Tech struggling but banks, industrials and materials, etc are doing pretty well as the reopening trades
Taking some profitable positions off the table today, didn't buy anything just yet today and pretty doubtful I will be a buyer at all today :p
Pretty poor price action into the close, sold into the close despite TLT finished near HOD :eek:
Not liking this bounce that much so far, yields down but SPX barely up. If we see little bit of a spike in yields then tech could begin to drag...
VIRT, CME and ICE finished green, these stocks might actually benefit if we see huge volatility for stocks
Nowhere to hide today, even those value sectors down pretty decently today :p
Did some shopping today :p In AA at $25.59, SNA at $202.68, NUE at $61.46 and JPM at $151.79, etc. Continue to reduce my exposure to tech stocks....
https://www.cnbc.com/2021/02/24/gamestop-shares-soar-more-than-80percent-in-late-afternoon-trading.html GameStop shares soar more than 100% amid...
Nice day but I am still not overly bullish with rates continue to grind higher. Have been reducing my exposure to tech and growth and bought more...
The DOW definitely has outperformed lately, thanks to those boring and old economy stocks lol
No wonder WKHS is tanking :eek2:
Pretty strong bounce here, NASDAQ is now just barely red :eek:
Tiger Woods injured in crash, jaws of life were used to rescue him (cnbc.com) A little OT, hope he is ok. One of the greatest ever for sure :(
