Market Talk 
The tech stocks of the Nasdaq are taking it on the chin lately. The short and long term interest rate views are causing shifts from growth tech stocks to other "value" sectors like banking and energy. But these market shifts change on a daily basis seem to be causing unpredictable volatility leaving a feeling of "why bother". The market is limbo between stimulus efforts.
Meanwhile, the investors are watching the new administration carry out executive orders with a confusing agenda like open borders through open spaces in the wall they cancelled and orders that impact thousands of Americans that were working or affected by the halt on the Keystone pipeline.
The new administration is also being tested in international relations and so far, it appears that the democrats do not have their bearings set with policy confusion abounding. Add it all up and the market is getting even more and more unpredictable like a ship without a rudder.
Stock Watch
Although the Dow and markets appear to be at highs, there is "a correction" going on all over the place in many stocks and shifting influences and dynamics can give haircuts to individual stocks in swift and hard moves. It may pay to weigh each position and adjust down or up such that more dry $ powder is readily available. This is a tough market to try to predict. There is talk of another round of future infrastructure stimulus in the range of trillions of US dollars.
But such an agenda has a way to unfold and shifting views and positions in markets make it a more dicey period to trade. I am not saying don't try to pick your stocks. I'm saying that going "all in" in any one stock position may not be best if the shifting tides don't go our way.
- maintain some dry $ Powder.
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ALL in my humble opinion, scroll down and read more..This site does NOT make Buy / Sell recommendations.
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