Strange September Market Sets Up a Pivotal October
September lived up to its poor reputation, but October has a history of starting year-end runs, especially in midterm years.
Is the AI Gravy Train About to Get a Yellow Signal?
The market may not be selling off solely because of oil and Iran. Investors may be starting to price in another troubling risk.
Rates and Breadth Are a Problem, but a Fourth-Quarter Turn Is Setting Up
Much of the market is already oversold, and the election may trigger a turning point.
Charting the Markets: Leaving an Ugly September Behind
Seasonal trends are turning bullish and that means the bears have something to fear.
Nobody Wants to Be Short an Iran Deal. That Doesn’t Mean They Believe It.
Bounce action Friday was due to positioning in case of positive Iran developments.
The One Chart Every Investor Must See Right Now
Investors have plenty to worry about, but attractive gains can be made even in overbought markets.
When Will the Key Stocks Start Caring About Bonds?
New lows topped 900 Thursday. That’s a lot. Plus, if my mother calls about interest rates, we’ll have a trifecta.
Why Isn’t the Market Down More on Higher Interest Rates?
The reason is not that the market is fine. The damage is hidden.
Another Day of S&P 500 Losses Saved By Iran Deal Headline
Rumors of a potential deal to open the Strait of Hormuz lifted stocks out of the red, but another rise in yields and oil prices kept them under pressure.
Why Now Is the Time for Us to Do Some Homework on SpaceX
Here are our thoughts on the market, our shopping list, Paccar, and a potential new name.