Investment Analyst and Manager. Value the Wisdom and Genius of Nature and Truth (what God sees when no one else is watching). Health is Wealth. Naples, FLJoined May 2016
$XLK $QQQ
US Treasury Yields falling below 4% (1 to 5 year) on slowing growth and fears of recession, individual investor fears at extreme (AAII survey), VIX hitting 28, technology and growth stocks taking a beating ($NVDA down over 20% YTD). For long term investors, likely a…
A great victory for @realDonaldTrump and the entire Trump Team ! Agree 💯 that it is time to heal the divisions and focus on making our country better and stronger than before. Will continue to pray for the safety, wellbeing and wisdom of President Trump and the Trump Team.
Added to $AAPL, $AMZN, $NFLX, $XLK and trimmed some of my small cap holdings today. Just think the sell off in large cap growth names at the expense of small caps investment on the expectation that the Fed will cut the Fed Funds Rate in September is a bit overdone. A lot can…
I think the Technology sector sell off and small cap advance will likely take a break and reverse a bit from here. The Fed hasn’t yet announced Fed Fund rate cuts and small caps are short term extended. Not to say small caps won’t resume their break out once the Fed does begin…
Watching The Greatest Game Ever Played produced by Walt Disney Pictures @WaltDisneyCo an incredibly fabulous movie! Wish there were more movies like this!
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