Anthropic, Musk Call for Slower AI Development: 8 Key Items Shaping the Stock Market Monday
Oil climbs, the market’s Fed rate hike call grows, and other headlines are moving the market this morning.
Will August CPI Give the Fed Breathing Room?: 8 Key Items Shaping the Stock Market Friday
Oracle’s big AI backlog, Microsoft’s multi-year data center plans, and other headlines are moving the market this morning.
Setting the Stage for Stagflation?
Let’s look at ‘higher for longer’ fuel prices, the Iran conflict and what I’m cautious right now.
Is the ‘House’ on Solid Ground?
I saw a bit of myself in Sec. Scott Bessent’s ‘I am the house’ talk, and I didn’t like it. Let’s look a the yen, trade war with Canada, out of control AI.
Dell’s Big AI Boost: 8 Key Items Shaping the Stock Market Wednesday
U.S-Iran fighting escalates, but oil prices dip, ADP’s August jobs figure issues, plus other headlines moving the market this morning.
As the Headlines Heat Up, I’m Focused on This Bond Fund and Energy
Summer is ending but the chaotic news flow won’t quit, so here’s my take on current events and how to trade them.
Fighting Flares Up Again in Iran, Warsh Turns Hawkish, Treasury Yields Climb
The U.S. hits Iran over the weekend in renewed fighting and Fed chair vows to go after inflation; also, let’s check the week ahead.
Calm Before Storm as Nvidia Earnings, Data Deluge, Bigger Trade War Loom
Earnings land tonight from NVDA, CrowdStrike and Salesforce, after we get a plethora of economic data and as we deal with Iran and a trade spat with Canada.
3 Factors Align for Bounce Action, but Don’t Be Too Trusting
Nvidia is finally bouncing after six straight down sessions.
Economic Pain Planned for Iran, Sandisk Slips, Charting a Bit of Bearishness
Let’s take a deep dive into the U.S.’ latest strategy for the war on Iran, check the semiconductor action and chart the market.