It’s Time to Make Some Moves as a Shift in Market Character Develops
Chips rolling over on Broadcom and IBIT testing structural support are testing the market.
It’s Still the Semis’ World… Until It Isn’t
What if the semiconductor stocks start acting like Amazon?
200+ Nasdaq Stocks Say This Market Isn’t So Great
Between new lows and an increase in downside volume it’s safe to say selling picked up quite a bit Wednesday.
New Morgan Stanley Price Target After Anthropic IPO Update
We will continue tracking IPO and M&A activity for signs of even further upside.
We’re Adding a Trucking Play to the Portfolio Bullpen
2026 North American industry orders are picking up, as is U.S. truck tonnage data.
A Ceasefire With Lots of Fire; OECD’s Dire Warning, Another Tariff Try
Let’s check the latest from Iran, the OECD’s dire forecast, another round of tariffs … and my Marvell miss.
A Feast or Famine Market, Bordering on Gluttony
Pockets of frothy action, covering up broad weakness, leave investors in a ‘tricky spot.’
Sellers Show Up as Tech Reaches Overbought
Are we due for some volatility? You betcha. Tech momentum seems to have hit a wall, with sellers beginning to take profits.
Are Tired Tech Traders Rotating into the Others?
As tech gets long in the tooth and traders get tired of those same old extended names, are they taking advantage of other market segments?
Doug Kass: It Is Not Different Time
By my calculus, there is three times or more downside potential than upside presently.