Market Trends

Share thoughts about high level market trends.

Top topics

What is going on?

jrosenfeld13 jrosenfeld13 · Posted 06/08/2020

Seriously, what is going on? Davey Day Trader and the Robinhooders seem to be doing pretty well wit…

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# Exuberance # Fed # Markets

Watchlist amidst sell-off

Default User Profile Image jlm278 · Posted 03/23/2020

Following sell-off wanted to share a list of the very high quality names I'm watching amidst downtu…

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# ADBE # CPRT # CSCO # DIS # FB # GOOGL # INTU # MA # MSFT # NKE # NXPI # ODFL # TXN # Watchlist

Capital Allocation & Economic Backdrop

Default User Profile Image ryan · Posted 05/19/2020

A quick recap of a recent conversation on Telegram that revolved around capital allocation in a zer…

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# Fed # allocation # capital

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Path Forward & CLO Market Education

Default User Profile Image ryan· Posted 06/19/2020

#Bubble #CLO #Market #Path

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Last reply by ryan| 06/19/2020
What is going on?

jrosenfeld13 jrosenfeld13· Posted 06/08/2020

#Exuberance #Fed #Markets

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Last reply by jrosenfeld13| 06/11/2020
Capital Allocation & Economic Backdrop

Default User Profile Image ryan· Posted 05/19/2020

#Fed #allocation #capital

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Last reply by jrosenfeld13| 05/19/2020
Watchlist amidst sell-off

Default User Profile Image jlm278· Posted 03/23/2020

#ADBE #CPRT #CSCO #DIS #FB #GOOGL #INTU #MA #MSFT #NKE #NXPI #ODFL #TXN #Watchlist

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Last reply by jrosenfeld13| 05/18/2020
Tech Landscape & Market

Default User Profile Image ryan· Posted 05/17/2020

#firstmover #stocks #technology

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Last reply by ryan| 05/17/2020