While the Market Trades According to My Plan, Sentiment Makes a Shift
We got the bounce I expected, but a change in sentiment has me rethinking the next move.
Google, Tesla Face Increasing Risk After Market Bounce
Some energetic bounces are raising the stakes for significant earnings set for the near future.
Why China Is Throwing Its Support Behind This Chipmaker
The ‘national team’ has stepped into the markets to stem the slide in A shares, propping up stocks ahead of a memory-chip maker’s listing.
There Are 2 Ways to Trade Earnings Reports. Only One Is a Real Strategy.
Most investors treat earnings reactions like a bet at the casino. Here’s the smarter approach.
Taiwan Semi to Hike Prices, AMD Advances, Iran Fighting Expands
Here’s the latest on the war with Iran, threatened tariffs on Canada, and the semiconductors as AMD & Microsoft cozy up with Helios deal.
Hope Boosts the Market, But High Stakes Earnings Create Risky Dynamic
The semiconductors are seeing their best bounce since the correction began. Here’s how I’m playing things.
Russell Mired in Red Streak as Seasonality Disappoints
If you came into the month banking on a higher July, you are surely disappointed right now.
Market in No Rush to Buy Dips Ahead of Big Tech Earnings
The action quickly turned dreary as there has been no rush into stocks despite sharp pullbacks.
Why the Debt Will Do Us In
As I look at the markets and the economy, this quote by James Carville keeps ringing in my head….
Iran Escalation and AI Spend Leave Me Bearish Despite All-Time Highs
There can’t be much upside left.