Tag: strategy

Digital health has been setting records for raising money in the private markets through VC’s and other sources of private investment. The hype is enormous

This market is as bullish and as overbought as it has been in a couple of decades though the monetary and fiscal backdrop are much

It was a strange week. The market was right about the numbers. When the predicted happened, not much happened at the headline level but

This market is as bullish and as overbought as it has been in a couple of decades though the monetary and fiscal backdrop are much

This market is as bullish and as overbought as it has been in a couple of decades though the monetary and fiscal backdrop are much

We are climbing the big lift hill. Recent repetitive rotations on falling volume feels like positioning in front of the news. The general expectation is

We navigate a period of time without much firm guidance awaiting earnings and economic data. When you attend open mic sessions, consider the source. We

We navigate a period of time without much firm guidance awaiting earnings and economic data. When you attend open mic sessions, consider the source. We

A negative week at the headline level without significant technical impact and a lot of internal bullish participation. Market mainly expects strong GDP and earnings

A bullish week in a bullish market. It is healthy to sustain a correction in a dramatically overbought QQQ without crashing the whole market.