https://screencast-o-matic.com/watch/c3ihb1V0uRVA positive development on the first day after the 4th of July holiday as we see growth showing relative strength while SPY is down around 1.5% and energy continues to pullback. This is the scenario we have been watching for 1) energy pullback indicating peak inflation and 2) growth bottoming. More and more growth stocks are either developing bottom formations or breaking out of the pattern (see video). Our current position ZM is a good example of this. Remember that the first half of July tends to be strong before a pullback going into August, which is historically weak. Focus list stocks include: CELH, TEAM, CRWD, LLY, PATH, BMBL, DDOG, PLTR, ETSY, ROKU, GRWG, YETI, GLBE, CHWY, RBLX, GTLB, HUYA, BILI, BABA, BIDU, PDD, LABU, TARK.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: Still holding ZM. https://screencast-o-matic.com/watch/c3ihb1V0uRV
Market Speculator Part-Time | Swing Trade Report
Paul
Singh
•
July 5, 2022

