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The Fed has engineered a soft landing, the bulls are running strong, and this writer remains enthusiastic about current investment opportunities.

Trump Victory May Spell Higher Costs for SharkNinja (SN); Lock in Gain; Sell UL Solutions (ULS)

Willdan Group (WLDN) Delivers Q3

Earnings Roundup: MSFT, SN, FTAI

The cannabis sector is taking a severe body blow because of election outcomes.

The big negative: Florida voters rejected Amendment 3, which would have legalized recreational use. Voters in North Dakota and South Dakota also rejected cannabis legalization.

Tesla (TSLA) stock has risen more than 20% since polls closed on speculation about CEO Elon Musk’s new political role, but will policy changes spoil the party?

OneStream (OS) a Buy, Rivian (RIVN) a Sell

WHAT TO DO NOW: Remain bullish. The market has reacted well to the election and took today’s Fed decision in stride; both of our trend-following indicators are bullish and leading growth stocks remain in good shape. Today, we took partial profits in AppLovin (APP) via a special bulletin after it went vertical on earnings. But tonight, we’re putting that and a bit more money back to work via two new positions—starting half-sized stakes in Samsara (IOT) and the ProShares Ultra Russell 2000 Fund (UWM), leaving us with a cash position around 18%.

We’re only a few days in, but the post-election market looks strong. Here are the sectors, themes, and investment ideas I’m watching now.

The election results and Federal Reserve rate cut were seemingly just what the market was looking for as the S&P 500 rallied 4.7% last week, the Dow added 4.65% and the Nasdaq gained 5.4%.

The election results and Federal Reserve rate cut were seemingly just what the market was looking for as the S&P 500 rallied 4.7% last week, the Dow added 4.65% and the Nasdaq gained 5.4%.

Klaviyo (KVYO) and Soleno Therapeutics (SLNO) Report

Last week, we saw the market begin to hesitate and leading stocks begin to take on some water on some earnings reports—combined with good-not-great action from the major indexes in the weeks before, that put the overall intermediate-term trend on the fence.

Sell Barrick Gold (GOLD)

AVPT, AORT and DCBO Still Buys After Reporting