A Boomers Perspective

We are going to start by beating a dead horse here as breadth continues to deteriorate… https://x.com/sentimentrader There are times to be long, and times to step away. We’re in the process of stepping away, continuing our harvest… Since the stock market has become an AI market, (NVDA and not much else—anyone even remember SMCI??)…

Event-Driven trading: Index Additions / Deletions

Let’s start with some Event-Driven set-ups as we style ourselves as an E-D site first, with a side-helping energy/uranium commentary. We’ve talked a bit about index additions/deletions as there have been a few interesting deletions of deep value names, but we haven’t talked much about additions because, honestly, since Tesla back in Q4/2020, they’ve all…