Is Sentiment Giddy Yet? It’s Complicated.
Let’s examine some key sentiment measures.
The easiest way to underperform the market is to try to predict what the DJIA or the S&P 500 will do next.
Dell is flying on AI demand while Costco struggles with high oil prices.
Here’s how the National Pension Service in Korea is changing its allocation to Wall Street assets and domestic stocks.
Lessons from Zscaler, and what to watch with Salesforce earnings
The Mag 7 is lagging amid investor demand for higher-risk, speculative names.
Let’s talk about the chart patterns of some key stocks, including Walmart, which is starting to look like Microsoft stock from last November.
The same news can be bearish for the indexes and bullish for the underlying market.
It’s still an either/or market with money flowing into the tech leaders, but not the others.