Rebecca Walser - A new analyst on the scene.... Predicting a 30% pullback, due to world wide effect. Covid effects, nations pulling away from the West to the East....
ES/NQ/YM putting in double bottoms at defined levels - Watch to go sideways
Observation
Vanguard front ran my VTI buy at market price
Begin to place limit orders
Check out IEX who beat the HFTs
News Bites:
90 Day pause on Tariffs
We are priced for "nothing to go wrong" (like modern day management)
Walmart & Amazon reaffirmed their guidance and believe they'll weather the tariffs.
Deltek (AI) reports growth has stalled
Healthcare not rallying (rumors of tariff war on pharma)
F - 52 week low - Downgraded to underperform
INTC - In rebuilding period
McDonalds is using Google Cloud AI for upgrading performance
Bonds
Lots of volatility
2-3 Years at 3%
Utilities & Energy down
Starbucks: Reached lower strong price point. New CEO with back to basics approach
Keurig & Dr Pepper upgraded to overweight. Charts are mixed
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