The $40 Trillion Reason Bitcoin Woke Up
Here’s what caused the rally (and what didn’t) — and where Bitcoin faces its next test.
Are Complacent Investors Setting the Market Up for a Fast and Furious Decline?
The market is down, but investors aren’t scared. Does that mean there’s more downside to come?
Moderna Leads the Charge as Pharma ETF Hits All-Time High
Tempus AI and Merck are key contributors to Moderna’s success.
Bonds Rallied. Stocks Rallied. Just Not In the Way We Like.
Defensive issues took the lead. Does that mean we could be in for more downside?
The Treasury Steps In, and I Ring the Register
I reduced three biotech winners, and not because I think they are going down.
Costco’s Healthcare Move Turns Heads. We’re Buying These Pharma Stocks Instead.
Is pharma heating up? Let’s chart four sector names and… Costco?
Bonds Finally Receive Some Attention
Bonds may have found a bid, but stocks haven’t, with new lows jumping on the NYSE and Nasdaq.
Home Depot Stock Headed for Multi-Year High as Management Improves
The home improvement retailers appears to be headed in the right direction.
I’m Stalking Amazon
The market is under pressure but buying opportunities are slowly developing; here’s how I’m trying to time an entry.
Trimming This Retail Position as the Sector Diverges
With retail stocks slipping as earnings approach, we’re reducing our position.