Needs To Talk A Bit

in #writing9 days ago

Gains this year. that's really active trading. That's not surprising, given that, you know, every week we seem to be making new eyes.

Source

And I think that, you know, this is where the conversation needs to talk a bit about positioning. So look, we are closing off September.

And you know, the the NASDAQ 100 the NDX, is up 5% in the month. You know, this is the best September in 10 years, you got names like Google, not a small company, up 40% names like micron up 37% you know, app loving, sure they got included in the index. But this thing is up, you know, 90% these are not small cap companies. So, you know, every day the pundits again, you know, call for this momentum reset, and all we've seen are shallow dips. Is it the scenario where the stock clock is right twice a day? So far it's been that way.

There Ben, I did forget about that actually. Well, thanks for reminding me. I totally forgot that one there, yeah, obviously it came way back with Don Jr. Said by the Soji right down. Yeah, just that one piece, just to throw in there. But I agree with the rest of everything you said. Of course, Ben, want to toss it back over to you and see if there's any picks, anything on your radar. Yeah, and I'm just gonna listen to the other folks today, short on time.

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