Higher Interest Rates Will Make It Even Harder for Nvidia to Satisfy Investors
A clean beat-and-raise that would have been enough three weeks ago may not be enough now.
Traders Remain Complacent Despite Bad Breadth
I’m still expecting the market to reach oversold levels sometime after Memorial Day.
Dip Buyers Can’t Stave Off Ugly Finish as Stocks Head for Disappointment
Both retail and institutions sold off as the market heads into two key events that are likely to produce bounces.
Samsung’s Looming Labor Strife Could Reverse Semiconductor Surge
Will Samsung Electronics workers walk off the job? And how can U.S. investors access the Korean chip sector, which has made Seoul stocks the world’s best performers?
I’m Stalking These Small-Caps as Interest Rates Spread Ugliness Across Wall St.
Higher interest rates are smacking the market, but I’m focusing on these opportunities.
Don’t Trust Bounces as a Turning Point Continues to Develop
Here is my strategy for navigating this difficult market.
On Monday, Sellers Walked Away Midday
This remains an Either/Or Market. On Monday, however, the action was marked by a drying up of selling pressure.
Trump TACOs Seem to Be Getting a Bit Stale
Despite another Trump delay following tough talk on Iran, oil and bond action presents significant headwinds.
Kevin Warsh Might Want to Study This Mike Tyson Quote
As Warsh steps into the ring as Fed chair, he’ll have to dodge punches from economy, war on Iran and possibly the president.
This Market Can’t Keep Pricing in Good News as China, Iran Updates Disappoint
The market cannot continue to be surprising by semiconductor earnings.