Consumer Discretionary stocks are a reliable gauge of risk appetite and market health.Consider these as automobiles, retail, and homebuilding—industries that offer products and services consumers purchase with their discretionary income.When...
As we inch closer to the election, the "change-of-narrative" plays still hold interest to me -- both as hedges to my overall bullish positioning, and as alpha generators.
Today's trade is in a "junky" solar name that has gotten beaten down with...
I have the pleasure of staying at a place right next to ocean. It really is lovely. I've talked a lot with the guys on the team and they all say the same thing. As a trader, it's so valuable to spend time looking at the ocean. It gives you a...
Below is the 7th ASC Mastermind Lab Course. These are special videos that will be made available throughout the duration of the 12-week course featuring conversations with professionals from across Wall Street discussing topics in...
Shoutout to my boy Kenny Glick. He's the man. And I feel like I'm channeling him a bit today. I recently saw him talking about how he's getting into a trade in a name that has failed on him so many times in the past. Yet, when there's a favorable...
Despite bond yields and dollars screaming higher and reaching overbought conditions, stocks and precious metals rallied during what is historically the ...
I'm continuing my recent theme of portfolio diversification today with another short position, this time in a stock that should be performing well heading into Halloween and holiday season -- but isn't.
So if you're one of these sensitive types who is just too mentally weak to put your politics aside when making decisions about the market, then you're in the wrong place Karen.
