Market Shifts Into Full Mania Mode
As AI trade continues to enter more and more radical territory, I’m bracing for a bad ending.
A Ceasefire With Lots of Fire; OECD’s Dire Warning, Another Tariff Try
Let’s check the latest from Iran, the OECD’s dire forecast, another round of tariffs … and my Marvell miss.
A Feast or Famine Market, Bordering on Gluttony
Pockets of frothy action, covering up broad weakness, leave investors in a ‘tricky spot.’
Sellers Show Up as Tech Reaches Overbought
Are we due for some volatility? You betcha. Tech momentum seems to have hit a wall, with sellers beginning to take profits.
TheStreet Pro’s Weekly Sentiment Survey, Week 2 Results
Is our team bullish, bearish, neutralish? Well, it’s complex. So, let’s dig in and see.
Doug Kass: It Is Not Different Time
By my calculus, there is three times or more downside potential than upside presently.
Hot Money Rotates to Keep the Market Running
Rolling updates on negotiations with Iran seem to have lost their meaning.
SoftBank Overtakes Toyota as Japan’s Largest Company
Tech-stock gains have pushed TSMC, Samsung and Hynix into the $1 trillion club, while SoftBank is the largest Tokyo listing by market cap.
AI Rotation Props Up Indices But the Underlying Action Is Concerning
I’m upping the defense as I don’t like what I see.
Iran Walks? U.S. Manufacturing Up; Meet the $3.5 Trillion IPO Club!
Let’s check latest in Iran talks as deal appears to stall; manufacturing’s apparent comeback, and sort through the mega IPOs.