I'm constantly on the lookout for opportunities where market participants are most vulnerable.

If our data suggests that a market is too extended in one direction, I want to find ways to profit from an unwind in that positioning.

You saw...

Semiconductors rallied this week with Nvidia ripping almost 8%.

This all comes as journalists on basic cable tell your parents that the Nasdaq is in a correction.

You see how this works?

Here's Nvidia finding support at the same key...

Contrary to popular belief, we're not just Americans. We're earthlings.

I think that gets forgotten, especially after the United States stock market outperformed practically everything else for so long.

You have a combination of home...

The selling in US Growth stocks continues. 

But why have European stocks and China done so well? 

They don't have any US Growth stocks in their indexes.

While the selling pressure in these stocks has accelerated recently,...