The Theme In The Market Right Now, Is Profit Taking

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Transcript
00:00 Thursday was the key reversal day.
00:01 And we talked about so many key reversals in the market
00:04 and that's what got us concerned.
00:06 That's where I sold five stocks
00:07 out of my long-term portfolio was back on Thursday
00:10 because I was concerned
00:12 that it could turn into something bigger.
00:14 Then we had the relief pop on Friday
00:17 called the Suckers Rally.
00:18 And that's what it was.
00:19 It was a Suckers Rally.
00:20 Even Monday, holding into Monday.
00:22 But the pitch was definitely the catalyst.
00:25 That was what kickstarted it.
00:26 But the sentiment had already started to turn.
00:28 Started to see not a good response.
00:30 We talked about this last week.
00:32 The response to earnings haven't been great.
00:34 Even though the earnings were beating
00:35 and 73% of companies had come out,
00:37 they weren't holding gains.
00:39 People were in profit-taking mode.
00:41 You could see that.
00:43 So for four or five days,
00:44 the market just kind of sits there
00:46 and you could feel that this market is different right now
00:49 because people are taking profits.
00:52 And what we see here today,
00:54 even from the analysts, is the same exact thing.
00:56 The analysts are all taking profits.
00:58 I've got almost 30 downgrades in my Benzinga Pro here,
01:01 almost all to neutral,
01:03 where people had buy ratings on stocks
01:05 and the analysts are taking profits there too.
01:08 So it's profit-taking mode here.
01:10 It's not like this, like,
01:11 "Oh my gosh, the end of the world is coming here."
01:14 It's that we've been on a ridiculously overdone run
01:17 and we need a cooling period.
01:19 And that's what we're getting here now.
01:21 Is it more than that?
01:22 Well, that's always to be determined.
01:23 But I think it's more than just the 60-point sell-off
01:26 that we had yesterday.
01:28 So I do think you have now some nervous Nellies here.
01:31 On strength, you're probably going to see sellers.
01:33 We saw it again last night on multiple earnings reports,
01:36 which we'll get to in a second,
01:38 but the theme remains the same.
01:39 The theme right now is profit-taking.

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