Tim Knight is a self described bear, and by his own account this should have been an awful year for him. It has not been, and he explains why: correlation across the market has plunged into what he calls a real stock pickers market, where the indexes push to lifetime highs while plenty of individual names still break down. There are always opportunities, even for someone positioned short, as long as you are picking names rather than betting the tape. 📊 tastylive: tastylive.com 📰 Get Tom's pre-market analysis every morning: tastylive.com/newsletters 📘 FREE Options Strategy Guide: tinyurl.com/bp9ms763 📱 Follow tastylive on X: x.com/tastyliveshow Chapters 00:00 A stock pickers market 00:52 A bear surviving a bull year 01:30 The market loves faking you out 02:20 Semiconductor doubt amped to 11 03:10 He dumped his last semi puts 03:50 AMD joins the trillion dollar club 04:20 Meta from dog to near highs 06:10 The lawsuit was just a toll 07:00 Cr...