“No army can withstand the strength of an idea whose time has come.” – Victor Hugo
Market CommentaryThe music has become louder and faster. Not the time to chase.
Economic data and market cluesThere are several economic data releases this week. None of them should suggest the Fed will alter their path of cutting ¼ point and then pausing. If you are still focusing on the Fed, you might find better things to do.This week has high-profile earnings releases in companies in which we are interested. As always, my focus is in the forward narrative, not the numbers which can be and often are easily manipulated. It is important to read the full earnings statements.If you have been under-invested all year, it is not the best time to play catch up Selected current ideas: (It is OK to be holding some cash here, we are.)Magnet® : Byrna Tech BYRN Hims & Hers Health HIMS GeneDX Holdings WGS FACTS:Technip FTI FTIGenerac GNRCVistra VST More By This Author:
