Is India’s Beaten-Down $315 Billion Sector Primed to Rebound?
We’ve seen good news for Indian equities, particularly IT providers. But with rates about to rise, here’s the smart course for playing any rebound.
Why I’m Not Worried About Those Scary Negative Breadth Studies
The Nasdaq hit a new high while many stocks hit lows. Is it a warning sign? Plus, a favorite gets a boost.
Diesel Dilemma, Betting on Banks, Storm Clouds Over Iran?
Let’s check on calls to release diesel reserves, the buildup of troops in the Middle East, crude prices and … why the banks could rally.
Micron Delivers Robust Demand Picture: 8 Key Items Shaping the Stock Market Thursday
Treasury yields move up, oil rises, Nike earnings, and other headlines moving the market this morning.
Why August PCE Shouldn’t Be the Focus: 8 Key Items Shaping the Stock Market Wednesday
Boeing’s Navy win, iPhone Duo expectations, and other headlines moving the market this morning.
Meta Targets Small Business With Muse: 8 Key Items Shaping the Stock Market Tuesday
OpenAI’s DevDay, Oura postpones IPO, Boeing’s 737 MAX 10 delay, and other headlines moving the market this morning.
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.
Taking Stock of China Meeting, Treasuries and Energy
It seems that lately every meeting with China follows with this scenario. Also, my take on the TLT and LQD funds.
As Hormuz Deal Collapses, Hope Fades on Market… And So Does Rationality
Let’s look at how high-speed, keyword-reading algorithms have taken needed skepticism — and rationality — out of the market.
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.