The market is exactly what we've lived through before. "There's always a bull market somewhere". What can turn the market around? And how do I know when to trim stocks?
📅 Two must‑watch events: Steve Cress’s webinar reviewing the Top 2026 Quant stocks, plus next week’s H2 Top Stocks event, give you proven watchlists where past picks have crushed the S&P and often sent small caps flying on announcement day.
🧠 This “scary” market isn’t new: Equal‑weight leadership, choppy indexes and AI‑infrastructure anxiety echo the November–February tape, with Micron‑led chip surges on one side and war headlines plus rate worries on the other—nothing in the fundamental AI thesis has broken
🔍 Quant and Sidekick to avoid landmines: I highlight how Seeking Alpha’s Quant SELL ratings helped investors sidestep names like Lululemon, and how Sidekick is guiding plans in names like $AAPL and $STRL so you’re not guessing on deeply dipped positions.
🚀 Tech in bear territory = opportunity: With most S&P 500 tech stocks now 20%+ below their highs and SMH under its 50‑day moving average, I walk through why I’m watching catalysts like earnings and using strong‑buy screens (e.g., $PENG, $XOM) rather than treating this as the end of the AI cycle.
Podden och tillhörande omslagsbild på den här sidan tillhör
Gary Vaughan. Innehållet i podden är skapat av Gary Vaughan och inte av,
eller tillsammans med, Poddtoppen.
