Publications

BAC: Banking our Profits

One profitable closeout this Friday afternoon. Have a good weekend. … Read More

ADBE, COF, EEM, SCHW: No Coffee for Weaklings

The S&P 500 has finally dropped below its 50-day moving average for the first time in 131 trading days, so a rebound is likely, but we can’t wait any longer on these four weaklings…. Read More

EOG, GPN, V: Early November Rolls

A very poor start to November which is historically a very bullish month requires three early rolls…. Read More

ACN, TEAM: Group Consult

Consulting firms benefit from end-of-year enterprise spending while enterprise software companies benefit from beginning-of-year budget priorities. … Read More

AFL, COST, PHM: Three Good Ones

November is seasonally the best month of the entire calendar year for stocks, so three bullish trades to take advantage…. Read More

MCD, MSFT: Feeding the Machine

Markets open the week navigating a prolonged U.S. government shutdown and a dense macro slate: S&P Global U.S. Manufacturing PMI (Mon 9:45 a.m. ET) and ISM Manufacturing (Mon 10:00 a.m. ET) kick things off, followed by ADP employment (Wed 8:15 a.m. ET), S&P Global U.S. Services (Wed 9:45 a.m. ET), and ISM Services (Wed 10:00 a.m. ET). The Treasury’s Quarterly Refunding is also slated for Wednesday (time posted by Treasury; prior quarter’s materials hit around midday ET), while the Employment Situation report is Friday 8:30 a.m. ET—with publication subject to the shutdown and schedule changes. Net-net, the tone starts cautiously constructive: large-cap tech and cyclicals still lean on AI-driven capex and year-end liquidity dynamics, but persistent headline risk from the shutdown and data-timing uncertainty argues for disciplined sizing and clearly defined risk into Friday’s jobs print. (Note: dates/times are subject to change — always verify.)… Read More

EEM, QQQ RTX, WDC: Stubborn Securities

Four rolls on positions that have tricked us on Halloween. More time will turn these tricksters into treats…. Read More

ADP, AMP, CALM, POOL, SYY: Halloween Rolls

Five spooky rolls to end the month of October…. Read More

MS, MSCI: Bank Index

With the Federal Reserve in rate-cutting mode, financial stocks of all stripes should outperform into the new year…. Read More

COF, CRDO, SCHW: Cruddy Cough

With the S&P 500 up six straight months and the Nasdaq up seven straight months, positive momentum and seasonality are both so strong that the last two months of the year should be up as well…. Read More