The Bond Market Delivered the Verdict, and It Isn’t Pretty
The 30-year yield hit a 19-year high, and the earnings reports split the hyperscalers.
Unfriendly Fed and Meta Disappointment
The hawkish bloc is growing, and the rotation that was absorbing the damage reversed.
Yesterday, We Had the Rotation. Today, There’s No Place to Hide
Yesterday’s problem was the chips. Today’s problem with interest rates affects everyone. Here’s how I’m handling my trading.
The Fed, the Rotation, and Why IBD Is at Minimum Exposure
As the Fed decision sets up for a strong reaction, here’s what to watch. Plus, why IBD is at minimal market exposure while the Dow rallies.
Avoiding Tech, Looking for Opportunity Elsewhere as Earnings Hit
Painful chip selling produced healthy rotation rather than broad fear.
The Screens Look Worse Than the Breadth
Ugly action in technology is dragging down names that have nothing to do with AI.
4 Problems Converge on the AI Sector as Investors Await Earnings
Four issues have arrived at the same time. But they are not the same problem. Here’s what to know.
Earnings Dynamics Have Changed With Biggest Reports Ahead
Semiconductor weakness lifted the hyperscalers again while the market waits on the Fed.
Investors Turn Bullish on This Biotech Stock Heading Into Catalyst
Breadth holds up while chips fall, and this biotech chart is setting up ahead of earnings season.
Lower Expectations May Be Exactly What This Market Needed
The negative reaction to good earnings reports last week may have created better conditions for the big reports that hit this week.