Jackson Hole and Nvidia Loom, but Don’t Forget the Elephant in the Room
Will things get a little wild this week? Plus a look a close look at gold, the Utes and two potential tax-loss selling candidates.
Can Tomorrow’s CPI Release Shake Up This Dull Market?
I expect the market to get overbought this week, but it won’t happen with days like these.
Over There and Over Here
Over there, Adidas shares are down -18% after a profit miss and weak guidance.
Adidas shares slide record 17% as profit miss taints sales upgrade | Reuters
Expect some collateral damage over here, with Nike ($NKE) and others being pressured.
Position: None
Nike Rallies as Execution Improves but There’s a Problem
The once-prestigious apparel firm has turned some heads on Wall Street.
What Will Warsh Say? 8 Key Items Shaping the Stock Market Wednesday
Trump favors diplomacy with Iran, Nike’s continued challenges, Citi cuts its crypto outlook, and other headlines moving stocks this morning.
Apple’s New iPhone Leaks: 8 Key Items Shaping the Stock Market Tuesday
Strait of Hormuz traffic improves, retailers brace for new tariffs and other headlines moving stocks this morning.
Weekly Sentiment Survey: Bulls and Bears in Equal Measure
While our team overwhelmingly continues to feel that risk is high, they’re not in agreement regarding what to do about it.
Nasdaq 100 Passes Technical Test; Semis’ Tough Week; Iran Spat Calms?
Let’s dive into the charts and why they point to a possible a.m. tech rally; look down at ON Semiconductor, Arm Holdings and Qualcomm; and check the latest on Iran.
Google In, Verizon Out, Nike Next?: 8 Key Items Shaping the Stock Market Monday
South Korea goes big on AI and chips, Comcast splits, Warsh on deck, and other headlines moving stocks this morning.
Weekly Roundup: What We’re Watching as Markets Get Jiggy
We locked in massive gains on two positions and added to two beaten-down holdings.