Why Investors Are Celebrating the Poor Jobs Report
Weak payrolls cut the odds of a Fed hike, and that attracted buyers.
The Most Important Number in the Jobs Report Isn’t -23,000
In this day and age why are we making key decisions off data that are wild guesses?
Jobs Reports Goes Negative, Shifting Rate Cut Expectations
The decline in average earnings data supports our thinking on these three holdings.
Cloudflare’s Huge Endorsement: 8 Key Items Shaping the Stock Market Friday
The July Jobs Report, Homebuilder M&A, semi-cap lead times, and other headlines are moving stocks this morning.
The Goldilocks Traders
Will jobs be not too hot nor too cold? Is a palatable Iran deal on the table? And is the market charting out a rally? Let’s dig in.
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.