The CNBC Panelist Said What? (Issue #3)
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Oscillator Becomes More Overbought
The S&P Short Range Oscillator moved into a greater overbought at 2.65% vs. 1.85%.
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Thursday’s After-Hours Advancers and Decliners
After-Hours % Advancers
After-Hours % Decliners
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Thursday’s Closing Market Numbers
Closing Volume
– NYSE volume 9% below its one-month average
– NASDAQ volume 13% below its one-month average
– VIX Index: up 1.56% to 18.92
Breadth
S&P 500 Sectors
% Movers
Nasdaq 100 Heat Map
Closing S&P 500 Heat Map
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‘Dog With Fleas’
Disney continues to be a “dog with fleas.”
AI presents a threat to their movie business, high admission prices at theme parks and a large debt load remain my concerns.
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Another Key Observation
I truly think it is astonishing that, given the clear trend of Mag 7 from capital light to capital intensive (that I have been discussing ad nauseum for the last year), it is only now — with the stocks lagging so badly — that “talking heads” are becoming concerned.
Remember the battles in the Comments Section?
Crickets, now.
Position: None
A Prescient ‘Observation’
Nvidia ($NVDA) is trading -$5 to $194 today.
I wrote this yesterday when Nvidia was trading at $201:
An Observation (of a Nvidia-Kind)
I am not great on technicals.
But from a fractal standpoint, Nvidia (NVDA) broke an important technical line yesterday.
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BY Doug Kass · Jun 24, 2026, 9:27 AM EDT
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Key Observation
The bond market just went red.
And financials have reversed hard (e.g., Goldman Sachs)
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Should U.S. Investors Buy Into a Wall Street Listing for SK Hynix?
The market-share leader in High Bandwidth Memory chips is preparing the largest-ever listing on Wall Street for an Asian company. Is it a buy?