Tech Stock Charts Don’t Look Good, but the Market Is Oversold
It’s still an Either/Or market, but right now, with the market oversold, we could see a bounce.
How I’m Trading SpaceX Earnings as Rotation Gains Traction
Money is moving out of tech ahead of the big reports, and Oscar Health just gave me a reason to add.
Don’t Ignore Message From Nvidia, Broadcom, Micron, Sandisk Charts
Some of the biggest names in tech are underperforming the market, which is still in consolidation mode.
Monday’s Stock Market Rally Was Pathetic. Here’s Why.
Investors are complacent. Even in stocks that are sinking. Until something changes, we won’t get a lasting and meaningful rally.
Tech Bounces Back but Rising Yields Pressure Non-Tech
The megacap growth sectors went from worst (Friday) to first (Monday) as chipmakers snapped an eight-session losing streak, but rising Treasury yields left seven sectors, the Dow Jones Industrial Average, and the equal-weight S&P 500 lower.
Charting the Markets: The S&P Is Still Bullish. But for How Long?
Stocks headed south in a hurry after inflation reports turned up hot.
If You Think the Semis Are Weak, Take a Look at These Stocks
Semiconductors are part of a long list of stocks that are down. The good news is that so many are down that this might be good news for investors.
Weekly Roundup: The AI Trade Got Smacked. We’re Following the Data, Not the Fear
We put capital to work in two holdings, exited another and bumped up our price target for a long-time position.
The Run-Up to Black Monday in 1987 Looks a Lot Like 2026
While there are some similarities to 1987, there are also some major differences.