TMT Breakout

TMT Breakout

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TMTB Morning Wrap
QQQs +1.4% — market bouncing today as yesterday price action began more seriously trading a recession scenario, feeling partly capitulatory near-term.
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TMTB EOD Wrap
Another doozy as QQQs - 1.8%. More de-grossing/de-rising as investors continue to grapple with increasing evidence of a slowing economy along with…
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TMT Breakout
TMTB Morning Wrap
QQQs -35bps; BTC flat; China -1%.
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TMT Breakout
TMTB EOD Wrap
QQQs +1.1% as a softer CPI print helped Semis +2.5% outperform.
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TMT Breakout
TMTB Morning Wrap
Good morning.
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TMT Breakout
TMTB EOD Wrap
QQQ -24bps - another day, another failed rally in Tech, but today saw a lot more green and dispersion on my screen than the previous couple of days.
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TMTB Morning Wrap
Good morning.
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TMT Breakout
TMTB EOD Wrap; ORCL First Take
Another day of indiscriminate selling as QQQs - 3.8% with SOX -5%, ARKK -9% and BTC -5%. It felt like our “tactical bounce” call was swatted away before…
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TMT Breakout
TMTB Morning Wrap
Good morning.
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TMT Breakout
TMTB Weekly: A tactical bounce coming? What Tech Stocks to Buy
Another wild week in the books with QQQs -3.2% (dn 11% from highs at one point).
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4
TMTB EOD Wrap
What are you doing reading this - it’s the weekend!
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TMT Breakout
6
TMTB Morning Wrap
QQQs +25bps ahead of NFP (consensus = 160k) in a few minutes - QQQs are pricing in a 2% move, which is more than the election and points to how skittish…
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TMT Breakout
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