Oil Back on the Rise Ahead of Iran’s U.N. Address: 8 Key Items Shaping the Stock Market Wednesday
September Flash PMI, Zuckerberg’s Meta Connect keynote, and other headlines are moving the market this morning.
Rotational Pressure Prevents Breakout Momentum From Developing
Fallout from Meta’s Muse is hitting the financial sector.
Asian Markets Brace for Geopolitical Crosswinds
What can we expect out of meetings between U.S. President Donald Trump and the leaders of China, Britain and Japan?
Call Me Foolish, But I See Some Potential Market Catalysts Emerging
Ahead of a big China meeting, and what could be a meeting with Iran’s leadership, let’s see why clouds appear to be parting over Wall St.
The Weakest Week of the Year Meets an Iran Bounce and Hawkish Fed
Bitcoin is sharply higher as a hedge against a weakening dollar.
After the Fed, Let’s Return to Regularly Scheduled Programming
With the Fed decision out of the way, let’s discuss the market reaction, energy prices, the Japanese yen, ‘Cheap Chinese Compute’, Space, and how to position now.
Diesel Export Ban May Be Good for U.S.; Fed Predictions; My 3 Energy Stocks
Will the diesel export bans help U.S. pricing? Also, why a half-point hike could actually make sense, but why confusion will likely prevail.
I Bought Shares in Shein’s IPO So You Don’t Have To
The Hong Kong market debut of Shein has got plenty of bad press. Here’s why the first-day move isn’t as bad as it looks.
As the Headlines Heat Up, I’m Focused on This Bond Fund and Energy
Summer is ending but the chaotic news flow won’t quit, so here’s my take on current events and how to trade them.
Asia’s Response to ‘Nvidia Effect’ May Surprise You
It has been a scary summer of moves in either direction for Asia’s chip sector and the reaction to Nvidia’s guidance may come as a shock.