Jackson Hole and Nvidia Loom, but Don’t Forget the Elephant in the Room
Will things get a little wild this week? Plus a look a close look at gold, the Utes and two potential tax-loss selling candidates.
The Market Is a Mess — And the Indexes Are Hiding the Truth
The indexes are terrible timing devices, and this week proves it.
This Chart Shows How Poorly Most Stocks Are Performing
Let’s take a look at an indicator that I don’t normally follow, but which is giving a powerful signal right now.
2 Significant Positive Events Aren’t Enough to Fix the Market
A Treasury intervention and 170% move in Moderna produced only a 0.2% gain in the S&P 500.
Wednesday’s Tepid Rally Was Led by Defensive Issue
I’d have expected a bond market rally to give stocks more of a lift. But it didn’t. Does that mean we can expect more downside?
A Shift in Market Character, Not a Collapse
Sustained upside is less likely from here, as rotation is starting to turn defensive.
Is the Stock Market Due for an ‘Everything Day?’
We’ve been stuck in this either/or market for what seems like an eternity. Perhaps it’s time that everything moves together.
Kass: Welcome to the ‘Rosy Scenario.’ What Could Possibly Go Wrong?
We are at or approaching an important market top — and investors are under-appreciating the risks.
No Time to Let Your Guard Down
As tensions with Iran escalate, major domestic equity market indexes trade close to all-time highs, and oil rises, you best be ready.
4 Issues Are Colliding to Test a Vulnerable Market
Global yields are surging as chip strength reverses and negative seasonality beckons.