Toto has just pulled back the curtain on the Trump economic team.  We're not in Kansas anymore... [trades]

Negatives: recession on the way, big tech stocks still not cheap. Positives: bearish sentiment, lots of selling pressure below the surface. How these countervailing forces resolve themselves is an open question, but many high quality growth stocks are reasonably priced. [trades]

Margin debt figures are getting scary. Time to trim some economically-sensitive names and add to a consumer defensive stock. [trades]

The most speculative stocks peaked in mid-February.  Even though the broad averages rallied to new highs, the underlying deterioration has worsened. [trades]

Corporate executives and directors went on a buying spree the past three months in down-and-out stocks.