https://screencast-o-matic.com/watch/crQtbYV6CziMore September seasonality hijinks with the market pulling back to start the week. The theme today and maybe for the rest of the week is the up move in treasury yields. This impacts growth and tech stocks which is why QQQ is down the most today. There is a clear inverse relationship today between re-opens and growth stocks (see video). While this means we stay cautious with tech for now, a pullback provides opportunity. The "topping" stocks still remain valid short setups. Energy, Financials and retail are leading the market today. Stocks in play include TSLA, TOST, AMD, CCL, CAKE, MGM, RL, KSS, WYNN, ULTA, VBIV, GLBE, LOVE, UBER, LYFT, BLDR, PUMP, FOCS, SM, FANG, MRO, MRU, OXY, ZM, PINS, PTON, CHWY, ROKU, TDOC.Re-open stocks: UAL, LUV, SAVE, JBLU, WYNN, PENN, LVS, MGM, SHAK, EAT, CAKE, CMG, HLT, MAR, CGC, RCL, CCL, BBBY, SHAK, KSS, M, WOR, X, CLF, FCX, SIG, CMG, DKS, LULUBig tech: FB, AMZN, GOOGL, AAPL, TSLA, DIS, TWTR, MSFT, AMD, CRMETF LIST: SPY, IWM, QQQ, GLD, GDX, TLT, UVXY, EWZ, FXI, RSX, USO, XLE, XLF, SMH, IGV, XCC, XHB, XAR, MJ, XLV, XBI, IBB, CLOU, SKYYCurrent positions: Stopped out CRWD. Still holding HOOD and AAL.https://screencast-o-matic.com/watch/crQtbYV6Czi
Market Speculator Part-Time | Swing Trade Report
Paul
Singh
•
September 27, 2021

