New Lows Expand While Semis Go Parabolic
It’s an either/or market, and you’re either in the favorite names or you might own something on the expanding new lows list.
That Dividend Check May Be Costing More Than It Pays
Dividend income feels like a safety net, but a portfolio that keeps paying doesn’t necessarily keep growing. Here’s what the yield doesn’t show you.
The Super-Power of Great Traders: Waiting and Watching
The market does not reward activity. It rewards being right at the moments that matter.
Chips Drive a Rebound After the Fed Selloff
The market bounced back from a Fed-induced sell-off on Thursday, but it was news about an Apple price hike that drove most of the strength.
Real Winners and Losers Emerge in Asia After Fed Meeting
Japan, Korea and Taiwan are setting new records, while a potential trade to exploit the high degree of leverage creeps into the system.
If ‘Inflation Is a Choice,’ Consumers Should Rejoice
Kevin Warsh kicks off his term as Fed Chair by declaring war on inflation.
Fed Gets Clean Start With Warsh, Retail Sales Shine, Sarge’s Secrets
Warsh takes fresh approach at FOMC, retail sales show economy is still pumping, and I tell the simple secrets to success.
Inflation Concerns to Battle With the AI Growth Narrative
Here’s my strategy with AI bubble worries now competing with a Fed preparing for potential rate hikes.
This Week, the Plan Hasn’t Quite Come Together
The market finally got oversold, but not in the manner I expected. Let’s see what’s next.
Warsh Is in No Rush to Cut Rates — And the Market Reacts
Hopes were high for some dovish comments but the new Fed Chair failed to deliver.