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.
Stalemate at the Strait, China Stumbles, SpaceX Countdown Begins
Tough talk heats up in war on Iran, China economy shows trouble, SpaceX could go public soon at out-of-this-world valuation.
A Shift in Market Character Calls for a Shift in Tactics
Bonds are hurting the market and it is time to react to the damage being done.
Has Inflation Rung the Bell on a Stock Market Top?
A sharp rise in PPI could be the signal that bears have been looking for. Should investors care?
The Party You Think You’re Missing
The hardest part of this market is not financial. It is the feeling that everyone else is getting rich, and you are doing something wrong.