Why Isn’t Oil Fueling a Move Higher in the Transports?
Oil down, transports up. That’s the old relationship. But it isn’t working these days.
Kevin Warsh Makes It Clear There’s a New Sheriff in Town
If you’ve followed Warsh before he became Fed Chair, his press conference shouldn’t have been that surprising.
Chart of the Day: Google’s Correction Seems Finished
The giant search and AI company had a nasty pullback but seems to have found its footing.
Careful Where You Step in This Market
Tech is looking stretched, housing is looking weak and SpaceX is blasting past powerhouses like Amazon as other AI companies line up to go public.
Tech Tumbles, SpaceX Soars, Warsh-Era Begins
Let’s examine what to expect from the FOMC, look at post-IPO SpaceX, and peer down at Marvell, Intel and KLA Corp.
Warsh Faces Dilemma Amid Investor Hopes for a Dovish Fed and Inflation
The new Fed Chair will have a difficult time delivering the rate cuts that Trump desires.
Are Options Traders Sounding a Warning Signal for Stocks?
We can talk about the Semis and the transports, but it’s the options that are giving the most worrying signal.
People Are Worried About the SOX. The Transports Might Be the Bigger Worry.
The SOX are tracing out a possible double top. Or a pennant. We don’t know yet. But Transports are following oil, which is down.
Is Netflix Is Shopping Again? Here’s What’s Happening With the Shares
Let’s break down the latest M&A chatter and get our game plan in place.
SanDisk Hits Magic Number; Semis Surge; Marvell, Micron Jump
How should we approach SanDisk now that it hit our price target? Also, let’s chart the market to see if it’s our ‘cup’ of tea….