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7 Stocks Leading The Bull Run While The Inflation Narrative Fizzles Out

This column is my opinion and expresses my views. Those views can change at a moments notice when the market changes. I am not right all the time and I do not expect to be. I disclose all my positions clearly listed on the page, and I do not trade my account on the stocks spoken of in this column unless fully disclosed. If that does not work for you stop reading and close the page. Do not bother me or harass me.

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7 Stocks Leading The Bull Run While The Inflation Narrative Fizzles Out

The stock market continues to rally, and the S&P 500 just continues to take levels out on its march higher. Can we say at this point the narrative last week that the market was crashing because of inflation worries and rising rates was wrong? Yes. I think we can put the nail in that coffin.

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The producer price index showed a y/y rise of 2.7 percent. The funny thing, is that it is down from November’s reading of 3.06 percent, where was the nervousness then? The best part, rates on the 10-year fell by two bps, to 2.88 percent.

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BS Narrative

I sometimes wonder who the geniuses are that dream up the BS reasons why the market is rising or falling? Is it like in the Wizard of Oz? Is there some guy or gal behind a curtain making up some narrative up? But fear not! Everyone is getting short Volatility again, as the Vix continues to fall.


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Stock Market

Meanwhile, the S&P 500 continues to climb and is closed at 2,731, and is 200 points off the lows of 2,532, a gain of 8 percent off the lows. The next resistance level comes at 2,742, and then 2,767.

s&p 500


Netflix has now regained nearly all of its losses and is likely to test its old highs around 288.

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Alphabet (GOOGLE)

Alphabet has more work to do but has room to rise to 1,125.




Nvidia could continue towards $260.



Micron has a big test at $44, and needs to rise above, or else it is heading lower.


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Biotechs have bounced back materially too, and leadership has come from surprising places.


Alkermes, Alexion, and Nektar? What? Yeah. New leadership has emerged, and it is not the big boys of Biotech leading the way, but the smaller companies.

Alkermes has finally broken out, as the market has finally caught on to the prospect of the companies very promising pipeline, with major events coming in 2018.

Nektar stock soared in 2018 on the promising outlook for its immunology drug.

Alexion is nearing a potentially colossal breakout as well.

That’s it for today! Good Luck

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Michael Kramer and the clients of Mott Capital own shares of GOOGL, NFLX, and ALKS


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Tags: #sp500 #yields #inflation #netflix #alkermes #alphabet #nvidia #micron