Is This Strong-Performing Sector About to Roll Over?
I’m reassessing three big winners after an ‘inhospitable’ data point and weakening technicals.
Apple’s Foldable iPhone Plan: 8 Key Items Shaping the Stock Market Friday
The June jobs report, Nvidia’s rev share model, SAP gets aggressive on AI, and other headlines moving stocks this morning.
SanDisk Slashed, Micron Mashed; Jobs Day Forecast; And Are You at Your Desk?
Let’s look at the beating taken by memory stocks yesterday, the shot at a September rate cut, jobs day , and how July 4 week used to work for traders.
Takeaways From the June Flash PMI Report
Let’s look through the data with an eye toward the continued fall in energy prices.
Selling Snapchat After Jobs Report Take a Toll
How we’re navigating our small-cap holdings following a rate cut update.
Surprising Job Report Eliminates Chance of Interest Rate Cut
This is a much stronger labor market than those who vote on policy at the Fed’s FOMC thought they were going to be dealing with.
Hospitality Surge Gives Fed No Choice After Strong Jobs Update
The rate environment could challenge a market that needs to absorb some significant IPOs.
Hot May Job Creation Puts Fed’s Focus Firmly on Inflation
Friday’s job report for May crushed expectations, with big March and April revisions as well.
Here Comes the Jobs Report: 8 Key Items Shaping the Stock Market Friday
Iran reintroduces strait service fees, stock market inflows, Lululemon drops, production levels at Boeing, and other headlines are moving stocks this morning.
Broadcom Bleeds, Semis Sink, Will Jobs Numbers Stink?
After a week that feels like pulling teeth, let’s check on the ‘rotation,’ the semiconductors and brace for the jobs report.