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Bi-Weekly rollup | March 27-April 09 2023

Stocks Mentioned: Canfor Corp (CFP.TO), Accenture (ACN)

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March 28 2023

Stopped out of Canfor Corp today.

I exited oil futures and bought a few oil and gas companies, went short another tech stock (ACN).

I'm a bit busy with other things (I do have a life outside markets) so won't be as active this week.

April 02 2023

7 companies make up 24.22% of the SPX and 51.13% of the Nasdaq 100. Don't be fooled by the blow-off top we saw on Friday. Market breadth is horrible and this terrible crowding into the mega caps will unravel with a bang imminently.

April 08 2023

Commercial bank lending dropped nearly $105 billion in the two weeks that ended March 29, the most in Federal Reserve data back to 1973.

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