I will be joining my friends @Varneyco to discuss $Nvda and what our next move will be. Our next move will probably come as a surprise to many. Hope you can join us this morning at 10am.
I look forward to kicking the week of with my friends @Varneyco . We will discuss Friday’s action and how we plan to play the August chop. See you at 9am!
Friday I discussed with @cvpayne why we recently added XHB. It’s early but home builders may be a sleeper that sneaks up on many next year. Time will tell.
Monday I discussed with @Varneyco we added $AAPL for the first time in 2025 as a way to start playing defense. Yesterday we continued the game plan by taking some off the table from our high fliers $MSFT $PLTR $SMH. Short term tactical move to be ready for Sept.
Our rebalancing and repositioning continued today . A lot of activity since last Friday . Thankful for my amazing team that makes it possible to be so nimble.
We added AAPL 2 weeks ago as discussed on @FoxBusiness but we are net sellers this week for the first time since FEB. Short term tactical play. Will reload in the coming weeks. Will see if we are right.
I look forward to joining my friends @Varneyco today from a conference room in Utah . How are you positioning yourself for the next 3-6 months ? See you at 9:25am est.
Today I discussed why we raised cash the past week and the deployment plan over the next 3-6 months. There will be new leaders moving forward and ATHs is a good time to take profits. $XHB
Tomorrow I’ll be joining @FoxBusiness and @MariaBartiromo live at 7:10 am ET to discuss our short term outlook on the market and how recent inflation data and a potential Fed cut in September could shape the economy. We will share how we are playing it.
Tune in via: https://t.co/xG07WGGv0N
Spent some time this week in Deer Vally, Utah with @DiversifyMe . What a beautiful place! I have a feeling every independent advisor will know who they are soon enough. One of the most impressive management teams I’ve been around. Real visionaries in the industry.
The last two weeks we have shared our thought process behind trimming big winners like $PLTR and $MSFT for clients to rotate into things like $XHB. Way to early to tell but IMHO this next leg will have new leaders.