Amazon Leads Unconvincing Bounce After Morgan Stanley Price Target Change
The mega caps did the heavy lifting while most stocks went nowhere.
Here’s My Plan If the Startled Market Is Overcome With Fear
We got a whiff of panic, now what if real fear pushes up the VIX?
Homebuilder Sentiment Falls to Lowest Since 2012
NAHB’s Housing Market Index falls to 29 in October, with all three components also hitting multi-year lows even as 43% of builders cut prices.
A Look Back on a Very Dark Day on the Market
Remembering Oct. 19, 1987; also an AI warning from Wall Street Journal and a check on the market’s charts.
Earnings Will Test Whether AI Growth Estimates Are Real
Chip stocks are bouncing Monday morning, but AI valuations built on predicted earnings are being questioned.
If You Think the Semis Are Weak, Take a Look at These Stocks
Semiconductors are part of a long list of stocks that are down. The good news is that so many are down that this might be good news for investors.
The Week Ahead: The Rotation Continues
AI worries are pressuring Tech and sending yields lower as we embark on a heavy earnings week including several names in the cross-hairs.
If I Get a Tattoo on My Hand It Will Be a Reminder to Set a Stop!
Setting a stop is the most important task in trading. It’s also the hardest.
Tech Selloff Deepens as Market Rotation Continues
Another selloff in AI names broadened to encompass most of Tech, sending the Nasdaq-100 to its worst week since April 2025. Five sectors though would finish the week up 2% or more, as 30-year Treasury yields fell the most since April 2025.
The Run-Up to Black Monday in 1987 Looks a Lot Like 2026
While there are some similarities to 1987, there are also some major differences.