8+ hour, 30+ min ago  (344+ words) Here's my strategy as the Dow rises as cash rotates out of overbought semiconductor stocks. We have some interesting rotational action on Thursday, triggered by semiconductor-sector selling on Broadcom (AVGO) earnings. I was expecting broader weakness, but breadth is robust…...

1+ mon, 3+ week ago  (444+ words) The healthcare industry is seeing gains after the Trump administration announced a major new funding plan. Thoughts on United Health Group On Monday, the Trump administration's Centers for Medicare & Medicaid Services (CMS) revised its 2027 average payment for private Medicare Advantage…...