From the Desk of Kimmy Sokoloff

For a short week it really was kinda long.

We had a nice consolidation over these four days.

We'll see if we can...

It's about time that Healthcare stocks get going again.

Remember, this is the 2nd largest sector weighting in the S&P500 (after Technology).

Today's most significant insider transaction is a Form 4 filing by the president of Planet Labs PBC $PL, who reported a purchase of $997,113.

Millennium Management filed a 13G for AMC Entertainment $APE revealing an original stake of 5.30%....

From the Desk of Kimmy Sokoloff

Happy Easter to all those celebrating this weekend!

The market is in consolidation mode, and we'll soon find how much more it needs.

From the Desk of Kimmy Sokoloff

The market surely did consolidate today, but the action was extremely whippy.

Tech led the way lower, but there isn't any...

We kicked around a few ideas in this morning's Analyst meeting and the one thing that stood out to me is that I do not currently have any long exposure to the healthcare sector --- one of the strongest sectors out there.

That changes today....

Have you heard the latest?

They're telling us that only 5-10 stocks are holding up this market.

How dumb do they think we are?...

Today’s most significant insider transaction is a Form 4 filing by Global Infrastructure Investors III LLC.

The fund reported a purchase of $2.2 million in Clearway Energy $CWEN.

From the Desk of Kimmy Sokoloff

Happy Passover to those who celebrate!!

The market is trying to consolidate, as it should, and I think it needs more of it. I'd like a healthy pull into $SPY 405 or so.

Strazza and I have been having fun discussing options stuff on Twitter Spaces over the past few weeks. Even our friend Brian Lund (@bclund) has...

From the Desk of Kimmy Sokoloff

That was a healthy contraction today.

I would think we still need more of a pull-in, but time will tell.