Rotation Reverses Ahead of Big Bank Earnings
The SK Hynix IPO performed fairly well but sustained momentum will be difficult.
Will the SK Hynix IPO Repeat the SpaceX Pattern?
As SKHY’s debut grabs the spotlight, the real test for the market starts next week with these three things.
Semiconductors Lead, but the Chip Story Is Changing
Even as semiconductors continue to power the market higher, chip makers face a $1 trillion question.
How David Tepper Is Positioning for What Lies Ahead
The hedge fund manager’s approach aligns with my current strategy.
5 Market Themes at a Crossroads as We Head Into Earnings
This is a market in transition — and how these themes unfold will determine what happens next.
Poor Breadth, Fading Rotation Reveal Messy Market
The indexes held up reasonably well, but the action under the stock market surface is more concerning.
I Don’t Know About You, But I’m Feeling These 22 Biotech Stocks
The market is in a transitional phase as we await earnings.
The Iran War Is Back and Causing Broader Market Weakness
Rotational action has been a safe haven, but it is now under pressure.
Semiconductor Weakness Weighs on the Market
Biotechnology continues to benefit from rotation, but overall corrective action is gaining steam.
This Small-Cap Biotech Is Turning Heads on Wall Street
Here is how I’m playing a setup in a new name with upcoming catalysts.