What Would a Blue-Wave Victory Mean for Asian Investors?
Here’s my prediction for the outcome of today’s elections, and how the Trump administration will respond if it’s dealt a setback.
Bank Business Loan Demand Falls Despite Surging Equipment Spending
Bank loan demand from businesses weakened even as private credit increased. Standards tightened for CRE while consumer card demand was the strongest in four years.
JOLTS Report Strong Across the Board
Job openings rose while quits jumped to the most since May 2023.
Construction Spending Drops the Most Since April 2020 on Record Remodeling Decline
September construction spending dropped 1.9% but almost entirely from the volatile remodeling estimate.
Time to Think Like an Investor
As the tech and AI trade are served up some humble pie, let’s see the silver lining for investors. Also, let’s see if a crack is forming in the charts….
Apple and Palantir Slip, but the Focus Is on Rotation and the Election
Rotational action points to emerging leaders, even as strong reports are getting sold.
Is a Jumpy VIX Trying to Tell Us Where the Market Is Headed Next?
If we were to analyze the VIX like a stock, we’d be buying it here. And that’s not good for the stock market. Here’s why.
Tech’s Monday Bounce Reverses, Pushing the Nasdaq 100 Into Correction
Another drawdown in Tech, following its worst month since March 2025, overshadowed six sectors advancing more than 1%.
Apple and Palantir Deliver, but Investors Shrug. Here’s Why.
Rotation is still happening, but a promising open fades into another ugly close.
Trump Says Democrats Mean Another 1929. He Said Much the Same in 2020, and Stocks Rose 79%
Do disputed elections actually push stocks lower? A look back is eye opening. Plus, what actually scares stocks.