Resurgent Yields Drive Stocks Lower to Start the Week
Bond yields hit fresh multi-year highs, while oil whipsawed on Iran headlines, sending the S&P 500 into the red for September.
As Hormuz Deal Collapses, Hope Fades on Market… And So Does Rationality
Let’s look at how high-speed, keyword-reading algorithms have taken needed skepticism — and rationality — out of the market.
The Week Ahead: Can Non-Tech Stocks Join the Rally?
We face additional headwinds this week, but I also continue see many reasons to be bullish.
Markets Change Tack After Sleeping on it
Equities are starting the Thursday session with a strong tech-led rally aided by investors scooping up treasuries.
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.