‘The Great Pumpkin Trade’ Spices Up the Market
Let’s chart the market to see how this trade has the potential to absolutely roar into the holiday, and what could throw it off.
Big Tech Earnings, the Fed and Iran Are in Play as the Market Tries to Recover
Alphabet and Microsoft report after the close, and Warsh takes the stage.
Three Key Industries to Watch This Week
These areas could define much of what happens next with the economy and the markets.
Fool Me Once… Fool the Trading Algos Over and Over Again
Why does the market fall for peace rumors time after time? Let me explain. Also, ever hear of the Great Pumpkin trade?
The Crude Conundrum
Let’s look at sticky oil prices, even after the flow largely returns from the Middle East. Also, could Tesla merge with SpaceX?
Goldman Beats, JPMorgan Misses: 8 Key Items Shaping the Stock Market Tuesday
Domino’s weak comp sales, Applied Materials sees its top-line doubling, and other headlines moving the market this morning.
What Worries Me About These Diesel ‘Deals’
Trump says we’re going to buy it from Russia and that Europe will release reserves. It might not be so simple.
SpaceX’s Spectrum Move Hits Wireless Carriers: 8 Key Items Shaping the Stock Market Friday
Delta Air Lines profit cut, Lumentum’s ‘sold out’ market, and other headlines moving the market this morning.
The Gap Under the Market May Finally Be Starting to Close
A warning about AI growth may be the news needed for better action in the broader market.
OpenAI Revenue Report Sinks AI, but the Rest of the Market Holds Up
An FT report that OpenAI’s revenue is running notably below earlier estimates sent AI shares sharply lower, but beneath the surface most stocks held up as Treasury yields eased and President Trump said the U.S. won’t attack Iran before the midterms.