Mixed Signals, Shifting Sectors

        

Market Talk

 Mixed Signals, Shifting Sectors

As this Middle East conflict continues, expect mixed signals from the market. Some pundits and money managers are backing off.

That’s what we’re seeing now. Oil and natural gas are front and center in the headlines, and the tape is reacting day to day, sometimes hour to hour. You get a pop, then a fade. Strength in one corner, weakness in another.

But here’s what the market can’t price cleanly:

How long does this last, and how does it end?

That’s where the uncertainty lives.

Gold down hard, oil up strong — nothing in sync.

The first could snap back, but a move like that shakes out the miners even more.

So what have we seen?

Choppy moves. Sector rotation. Energy spikes that don’t always hold. Risk-on one day, risk-off the next.

This is not a clean trend environment. It’s a read-the-wind environment.

Stock Talk

Two we’ve watched for a while — even in more “normal” times — DVN and PR.

DVN is oil and gas. PR is smaller, oil-driven, with some gas. 

Both are working real reserves out of the Permian here at home. 

As this situation drags on, names like these could start getting more attention. Maybe opportunity, maybe peril. Maybe catch some… or run. 

Dry powder still matters.

- Jones Report

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If interested - scroll back and view notes on other stocks, we watch here at the Jones report.  Why not? With the caveat that things change and we try to stay aware - It's all FREE to read and make your own calls and decisions.  Finally - maintain some dry powder and trade or invest according to your own due diligence.

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More later so ....Stay tuned, if you dare!

For now, we close by noting that any view on the market and stocks on any particular day may change in the days to come. That is why we watch and see how our views match up with reality.  Looking ahead a few months may be a way to do things - but thinking too deeply about world events and the recent alliances forming, can make projecting ahead a dicey endeavor. 

All in all - we use the word maybe "some", not "too much" and play it accordingly.  Never get arrogant in our notions because things do change - and individual stocks are subject to many factors outside our control. So, we try to -stay aware.

With all the above caveats and attempted prognostications, I will close this post. Stay tuned for more opining on the market and stocks to watch.

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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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