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Is This Strong-Performing Sector About to Roll Over?

Avatar photo Ed Ponsi on July 3, 2026

Hotel Pool

I’m reassessing three big winners after an ‘inhospitable’ data point and weakening technicals.

A Market With Pockets of Health and Pockets of Sickness

Avatar photo Helene Meisler on June 22, 2026

There’s lots to love about the stock market right now. And many things to be concerned about.

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