Back from the long weekend, and the theme has not changed: leadership is narrowing. Big tech and energy still rank at the top of the Big 3 Scorecard, financials took the hardest hit today, and biotech and healthcare are not … Read more

September opened with the Scorecard at market neutral, so I am cutting my size in half and leaning short term. Healthcare, biotech and utilities held up today. Technology, the chips and communications did not. Short term I have to respect … Read more

The market closed Tuesday still stuck in neutral bullish territory. The indices sit at 58%, the sectors at 54, and the Big 10 basket all the way down at 12, and that spread is the single biggest issue on the … Read more