Don’t Open The Gifts Early… We’ve all done it before. Found the gifts before the holidays as a kid and ruined the surprise for ourselves. For me, it was fourth grade. I was obsessed with Yu-Gi-Oh cards, and curiosity got the better of me. While my mom...

Hold Your Nose And Buy No need to beat around the bush. I’m buying stocks – right here, right now. Last week, in It’s Time, I laid out the case that breadth expansion was the next phase of this bull market. That’s exactly what started to play out...

The Sleeping Giants We need to be reminded more than we need to be taught. As a friendly reminder, the S&P 500 plays favorites. It’s a market-capitalization-weighted index, which means it gives more weight to companies that are growing and less...

Playing Devil’s Advocate Last week, I walked through “The Best Stocks You Don’t Own” The message was pretty simple. I’m bullish on the market, but I’m bullish in a very specific way. The better opportunities right now continue to be under the surface,...

Take A Deep Breathe In through your nose, out through your mouth. In through your nose, out through your mouth. One last time….In through your nose, out through your mouth. See how refreshing that is? That’s the Kryptonite to bad decision-making in...

It’s…TIME As Bruce Buffer bellows before every fight… It’s… TIME! This video will get you hyped up Time for the market to make a decision. Over the past couple of weeks, mega-cap Tech has been landing all the punches. As I wrote last week, the “risk”...

Weird Looking Bubbles As permabears continue to scream about a supposed narrow market that’s in a bubble, their constant complaining ironically makes it a known risk and by its very nature, a less significant one. Fortunately, while these folks obsess...

Context is Everything “Honey, is that Jim? Why is he stumbling down the street? He looks drunk. Pull over, let’s check on him.” “Hey Jim, are you okay?” Sally asked. “I’m good, Sally. We’re just filming a skit for our...

Housing Holds the Key I ran through a mountain of charts on Thompson Two Cents Live yesterday. But if you want to understand the consumer right now, you only need one… housing. When you’re talking about consumer spending, you’re really talking about...

The market is on fire right now. Last week I highlighted the wave of confirmation across sectors and breadth. Now we even have small caps and micro caps all showing up to the party. But as always in markets: by the time you achieve perfection, you’ve...