Anticipation of a Pullback Is Preventing … a Pullback
The bearish argument is logical, but price action refuses to confirm it. Here’s what could change things.
I’m a Little ‘Fed’ Up …
I’d like to respectfully disagree with the Cleveland Fed president, make a few points about inflation, and take a look at Iran.
A Trifecta of Rising AI Demand: 8 Key Items Shaping the Stock Market Wednesday
Plus, we’re looking through the July CPI report and other headlines moving stocks this morning.
Rethinking Rate Cuts as Kevin Warsh Works Some Inflation Magic
The new Federal Reserve chair will lean toward cutting interest rates despite calls for a hike.
Sometimes Bad Is Good, and Sometimes Bad Is Bad
Let’s sort through what those Friday jobs numbers mean for rate-hike chatter, what’s happening (or not happening) on the Strait, and why Trump is in a tough spot.
The Most Important Number in the Jobs Report Isn’t -23,000
In this day and age why are we making key decisions off data that are wild guesses?
Cloudflare’s Huge Endorsement: 8 Key Items Shaping the Stock Market Friday
The July Jobs Report, Homebuilder M&A, semi-cap lead times, and other headlines are moving stocks this morning.
4 Things That Will Drive the Market From Here
With Big Tech earnings behind us, the setup for August is clearer. Here’s my strategy and the one stock I’m watching.
Microsoft Pushes Higher: 8 Key Items Shaping the Stock Market Thursday
OPEC+ meeting expectations, politician Warsh and other headlines are moving stocks this morning.
Rinse, Warsh and Repeat; More War; Wall Street Ugliness
Let’s see what just happened at the FOMC, ask whether the Fed is really ‘fractured,’ assess the market damage and look at the latest in the war.