20 Stocks - Three To Trade, One to Buy When the Time is Right

Money is flowing accordingly... but be defensive in this environment.

Good morning,

The acting on Suits LA is so bad that it makes me think I could be a lawyer in Los Angeles. Or at least an actor playing a lawyer in L.A. Anything but this.

I don’t know why I watched that show last night… but I didn’t even pay attention after the first 15 minutes. Then I started writing… this…

In Focus

The market's mood has improved dramatically over the past week, with stocks rebounding from the March lows.

We’re now in a position where good news can lift markets. If tariff worries keep easing, this rally could continue. But under the surface, things are still tricky. Liquidity is running thin, which makes it harder to move money around without shaking the market too much.

It’s a good time to be involved and trade—but you’ve got to stay sharp.

This environment rewards participation, but it also demands preparation.

Be careful chasing tech higher right now. While staying exposed to the sectors showing strength in this part of the cycle makes sense, we’d be smarter to graduall…