Broken Stocks Lead a Bounce as Small Caps Lag
The most beaten-up names enjoyed a reprieve, but don’t be too trusting.
Betting on a Rate Cut Might Not Be the Consensus, But Here’s Why it’s Likely
My interest rate projection appears to go against the grain.
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.
New Chair Kevin Warsh Wants to Bring Fed into the AI and Data Age
The new Federal Reserve chair outlined his vision for the future.
Financial Stocks Benefit as Rotational Action Intensifies
Technology names led on Monday, but lower interest rates were the focus on Tuesday.
Japan Raises Rates to Highest Level Since Bubble Pop
The Bank of Japan has lifted the base rate to its highest level in 31 years, but is keeping its eye on business-to-business price hikes.
Why I Raised My Cash Levels as Rotation Favors Big Tech
The market had a good day on Iran news, but the action was uneven.
Sell the Iran Peace News as Rallies Have Been Exhausted
Lows on bond yields and highs on equities will dissipate as the day goes on.
SpaceX Has a Solid Launch But Doesn’t Reach Orbit
The next big market event will come from the Federal Reserve’s new chair.
The Market Faces 3 Existential Concerns as SpaceX Makes Dubious History
The largest initial public offering in history is adding to some concerning trends for the market.