Commentary

4/1/21 Top Industries

The table shows the top 15 industries for the past 37 days, followed by detail for the top two. At the moment, I’m looking at 55 industries. The worst two are Biotech and Solar.

Gaming has three guys out of eight making losses CC and looks a lot worse, in general, than Steel.

The market seems a little political here. Solar was coming off a move that made these guys more than double between Aug 28 and Feb 7 except for FSLR.

The idea is to rotate into industries with better prospects. Keep in mind that any idiot can pick out bigger numbers and God hates idiots.

Things are easy to play here, at least until SPY 400.

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