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The only retailers worth owning right now are Costco, Walmart and Amazon
I don't want anyone to think that any stock is going up this morning based on the fundamentals. It is the alleviating of the pressure from the Japanese central bank. We saw this nonsense many times back in the 90s. You could never tell who or where the sellers were coming from until AFTER. We must stop saying every tick down is from a recession scare, too
Pathetic how our much larger, deeper and more important market is hostage to the hedge funds who are trapped in this hedge fund Japanese carry trade. There are hedge funds linked with all big selloffs. We find out who they are when they go bust...
SMCI--nope
These are stocks that Jim says to buy or hold, so you shouldn’t
MSCI
USM
RPM
DD
PANW
These are stocks Jim says to avoid or sell, so you shouldn’t
ONON
NFE
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