Overly bearish market gives us a chance to add to a beaten-down but quality tech stock

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The purchase will put a small amount of cash to work after the S&P Oscillator goes oversold and a new survey goes really bearish.

We're buying 25 shares of Microsoft at roughly $240 each. Following Thursday's trade, Jim Cramer's Charitable Trust will own 375 shares of MSFT, increasing its weighting in the portfolio to 3.26% from 3.05% The Microsoft purchase will put a small amount of cash to work Thursday after the prior session's Federal Reserve-driven declines finally put our trusted S & P Oscillator into oversold territory at minus 5.16%.

The Microsoft purchase will put a small amount of cash to work Thursday after the prior session's Federal Reserve-driven declines finally put our trustedinto oversold territory at minus 5.16%. As a reminder, any time the Oscillator moves below minus 4%, it signals oversold conditions in the market, which could mean it's due for a bounce.

In addition to the oversold Oscillator, we're putting some cash to work Thursday as a counter to the poor sentiment in the market. The number of bears in the AAII Investor Sentiment Survey, marking the highest level since March 2009, when it was 70. That's a historic level of pessimism about the market — and when people start leaning too far in one direction, the contrarians in us what to move in the other way.

Of course, the Oscillator can still get more oversold from here and sentiment, believe it or not, can still get even worse. We've seen this play out time and time again this year. As a newer wrinkle, stocks are facing stiff competition for investment dollars with thenow firmly above 4.1%, making it hard for equities to rally in a sustainable fashion until yields cool off. But at a minimum, we think these indicators suggest there's a lot of negativity already priced into the market.

 

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Fed giveth and Fed taketh 😂

To my understanding bearish market to continue, until fed pivot. May be many will go to zero.

The ONLY Expense that’s makes SENSE is Call OPTIONS

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