Rinse, Warsh and Repeat; More War; Wall Street Ugliness
Let’s see what just happened at the FOMC, ask whether the Fed is really ‘fractured,’ assess the market damage and look at the latest in the war.
The Bond Market Delivered the Verdict, and It Isn’t Pretty
The 30-year yield hit a 19-year high, and the earnings reports split the hyperscalers.
Rooting for a Rally in the SOX, but Is the VIX About to Get Jumpy?
While the SOX have become oversold, the rest of the market has held up. Is that about to change?
Why Aren’t More People Worried About the Banks?
The Semiconductor stocks remain oversold and getting worse. Could the bank stocks be next?
Fed Makes Interest Rate Decision Amid ‘Elevated Uncertainty’
The market is offering an immediate reaction to the Federal Reserve’s interest rates decision on Wednesday.
New Waste Management Price Target Amid Margin Changes
As recent earnings showed, the company is a margin and free cash flow story, and that’s more than fine with us.
How to Navigate a ‘Chip-Wreck’; Watching the War Grow, Fed Day!
Fighting spreads after surprise attack, Fed Day lands, and let’s look at the rotation and what to make of the semiconductor crash.
The Fed, the Rotation, and Why IBD Is at Minimum Exposure
As the Fed decision sets up for a strong reaction, here’s what to watch. Plus, why IBD is at minimal market exposure while the Dow rallies.
A Key Nasdaq Indicator Just Sent an Interesting Signal
Even in a scenario where the Nasdaq falls further, one momentum measure is already showing signs of exhaustion—a classic hallmark of an oversold market.
Will Wednesday’s Fed Meeting Break Us Out of This Either/Or Funk?
Semis up, drugs down. The Either/Or market is undefeated. But maybe the Fed can help move the market.