Margin Pressures and Higher Interest Rates Offset Good Earnings Reports
The market remains under pressure as it awaits significant employment news.
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.
Can Nvidia Fix the Interest Rate Problem?
Buckle up, Nvidia earnings and the Jackson Hole Economic meeting hit the market this week.
Sometimes Bad Is Good, and Sometimes Bad Is Bad
Let’s sort through what those Friday jobs numbers mean for rate-hike chatter, what’s happening (or not happening) on the Strait, and why Trump is in a tough spot.
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.