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Strategies & Market Trends : ajtj's Post-Lobotomy Market Charts and Thoughts
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To: catou1 who wrote (75975)1/20/2023 11:27:01 AM
From: Lee Lichterman III2 Recommendations

Recommended By
skier31
towerdog

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GOOGL is up over 4%. MSFT, NVDA AMZN are what they are using to push indexes up. It's a hollow rally. My maps are mostly red or flat. It's getting better but early on, most stuff was down.
What I meant by last year's favorites is the places to hide last year have been down pretty hard the first few weeks this year. UTEs, healthcare, food. Now it's industrials and materials though I'm not rushing in since materials tend to be weak after the Chinese new year.
Last year's darlings are also getting hit though some are bouncing today. ENPH has fallen 30% or so recently. ALB LIT etc have been weak. There's a rotation going on but it's hard to see who is taking over.
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