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Why I Raised My Cash Levels as Rotation Favors Big Tech
1+ week, 1+ day ago (466+ words) The market had a good day on Iran news, but the action was uneven. You've read 1 of 1 free Pro articles. Technology stocks did a good job of hanging on to gains created by the announcement of a deal with Iran…...
I'm Eyeing 3 Names Amid Market Rotation
2+ week, 5+ day 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…...
United Health Presents Trade Idea With 300% Potential After $13 B Medicare Boost
2+ mon, 2+ 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…...