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.
Oil Climbs; AMD Takes Stage; Google, Other Big Earnings on Tap
Iran fighting rages on; Advanced Micro Devices showcases at AI event; GM, Alphabet, IBM, Tesla, Lockheed Martin and American Express among names reporting.
The Big Question as an Important Earnings Week Arrives
Tech leaders face a key test, but has the ‘equation’ been reset? Plus, two China headlines to know about and my game plan for the week.
SOX Faces Major Test After Relief Rally
Is it still the semis’ world that we’re living in or will the market show some real fear?