Author: Scott Welsh

While jobless claims weren’t in Recession territory, they weren’t great. And not great is exactly what the market wants. Because the only way the Fed is going to stop ruining the market is if we move into a Recession.

Trades are starved for bullish news but the Fed won’t let them have it.

The problem with hot sectors is that sometimes, by the time we notice them, the best stocks have already moved up. And chasing stocks is not a great strategy.

To find stocks that are moving, look to those sectors that move the best and show more strength than the overall market.

If you look at the stocks in this cohort, they’ve all held up very well during the bearishness. And new, explosive leaders come from the stocks that weren’t hammered as much as everything else.