Monday Reads & Notes.
GM from Puerto Rico!
Flows should be strong to start this quarter and I’ll be paying attention to see where the money starts to flow into as we get going here on the back half of the year.
I shared some of my ideas for Q3 over the weekend here on Spotify - if I sound like hell, I was in it with a fever but finally out of it here Monday.
P.S. - I’ll answer the rest of the Q&A on this weeks show.
If you want to make that endeavor easier then use the AST Alerts & TLV Portfolio with a free 21-day trial.
Quick notes this morning:
Something to track this quarter are RE and REIT names. Digging through the best ones should be a play for end of August/September uptick.
I talked about this on the show on Saturday.
Lumber prices are down - there was an article from WSJ here discussing it.
SMCI might be in trouble this quarter - the chart looks terrible and that name really might be in for it. I discussed in detail in this weeks report.
NKE - high $60’s will get my attention for a Swing-Trade but for now little rallies I expect to be sold into given that earnings.
