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Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?


To: Kirk © who wrote (10810)1/8/2021 11:01:34 PM
From: robert b furman  Read Replies (1) | Respond to of 26806
 
Lam has done well, and is extended.

Small caps have had a nice move - personality of the third wave.

Correct me if my memory is wrong, but the big MOMO's of 1999 to 2000 peaked and teased in sideways action for 6 to 9 months as the small caps peaked on much bigger percentages.

Amat looks really good here.

I think there is more time, but rotation will change the beneficiaries.

Bob